Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clients portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
What will you do?
- This role exists in our Sanlam Life and Savings: Forensic Services department that focuses on providing effective fraud risk management services to all business clusters serviced. The role will entail the investigation of a broad spectrum of incidents relating to allegations and suspicions of fraud, unlawful conduct, financial crime and other breaches of the Code of Ethical Conduct in accordance with professional standards.
What will make you successful in this role?
- Perform investigations through proper planning, fact-finding by the gathering of information and evidence, as well as the analysis and the identification/linking thereof to transgressions.
- Investigation of the full spectrum of incidents in respect of all the businesses serviced by SLS Forensic Services.
- Compile reports and affidavits concerning irregularities, regulatory transgressions, including criminal conduct and make recommendations for further actions.
- Identification of patterns or tendencies and then make recommendations with reference to implementation of preventative measures and areas of risk.
- Testify at internal, regulatory and criminal proceedings.
- Provide input and assistance to Prosecuting and Regulatory authorities.
- Formulating charges for the Human Resource Department to be included in charge sheet for disciplinary hearing.
Qualification and Experience
- A relevant tertiary qualification.
- Preferred Qualification: Bachelor’s Degree.
- Certifications: FP(SA) from Institute of Commercial Forensic Practitioners (ICFP) and/or CFE from the Association of Certified Fraud Examiners (ACFE)
- 3-5 years fraud investigation experience in the financial services industry, insurance exposure would be beneficial
Knowledge and Skills
- Specific knowledge of the environment in which a long-term insurer operates, as well as knowledge of financial institutions in general.
- Sound knowledge of legislation, regulations and legal principles applicable to the financial industry (FAIS, LTIA, FICA, PRECCA, POPIA, Criminal and Civil Procedure Act etc.).
- Thorough knowledge of investigative methodology and techniques.
- Investigation experience in the area of financial crime.
- Stakeholder engagement
- Knowledge and application of digital technology and Open-Source Intelligence Tools (OSINT)
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
- Consistent performance meeti ng minimum producti on requirements.
- Building a strong pipeline through eff ecti ve prospecti ng.
- Applying technical insurance knowledge and principles of risk management to maintain a profitable portfolio.
Undertake Relevant Behaviours To Attain Targets Relating To
- Adhering to compliance and ensuring comprehensive Record of Advice completion.
- Promoting the Sanlam and Santam brand.
- Treating customers fairly in all client engagements.
- Aligning the role to your personal career aspirations.
Responsibilities:
- Networking, prospecting, and lead generation.
- Face-to-face interactions, social or business, to create business opportunities.
- Prospecting new clients through creative opportunities such as business/social networks, associations, or ad hoc
- presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Using existing sources to establish opportunities across Sanlam businesses.
- Personalized client value propositions.
- Marketing on social media.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and
- affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and responding to client needs, discussions at renewal, managing unpaid premiums of clients, and
- cancellations.
Client consultations and sales:
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/electronic
- information required for compliance).
- Undertake comprehensive fact-finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools/instruments or systems, to ascertain the client’s
- short term insurance needs.
- Present short-term insurance solutions to the client professionally and competently aligned to Treating
- Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client’s portfolio annually with a full Record of advice.
Client Service:
- Ensure all client interactions are ethical, courteous, and professional.
- Managing client’s claims needs from registration to settlement.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills, and market/industry issues to service clients within the defined market.
- Initiate long-term client relationships and maintain a relational focus.
Monitoring, updating, and reporting (weekly/monthly):
- Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
What will you do?
- The role of the underwriter is to assess the risk of our clients based on their individual risk profile (this includes consideration of insurable interest, occupation, medical, financial, part-time activities & travel/territorial risk).
Core outputs:
- Underwrite risk applications with respect to the client overall risk profile - taking into account previous &/or existing cover.
- Underwrite & effectively manage communication on sub-standard cases.
- Request underwriting requirements and/or limit requirements.
- Placement of cases according to reassurance treaty and related guidelines.
- Enhance & manage the customer experience through effective, clear & proactive communication &/or collaboration (both written & telephonic)
- Stay up-to-date with industry trends, regulatory changes, and advancements in AI and analytics.
- Continuously build expertise on underwriting process & technical skills/knowledge.
What will make you successful in this role?
Qualification:
- Grade 12.
- Relevant qualification will be an advantage.
Experience:
- At least 3 years medical and/or financial underwriting experience.
- Experience in underwriting processes will be an advantage.
- Exposure to underwriting software/programs will be an advantage.
- Exposure to the application of underwriting and re-insurance policy will be an advantage.
- Exposure to financial underwriting and/or business insurance will be an advantage.
Knowledge:
- Knowledge of prognosis of medical conditions.
- Understand medical terminology (anatomy and physiology).
- In-depth knowledge and understanding of financial statements and questionnaires.
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clients portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
What will you do?
- The Lead Product Engineer (GPA) will be responsible for building high performing, scalable, enterprise grade applications. This includes applying critical thinking, design thinking and problem-solving skills in an agile team environment to solve complex technical problems (Front End, Back End and Integration) with high quality solutions & leading all phases of the development lifecycle to deliver.
Key outcomes
- The following outcomes will be expected to be achieved by Lead Product Engineer
DevOps:
- Apply critical thinking, design thinking and problem-solving skills in an agile team environment to solve complex technical problems (Front End, Back End and Integration) with high quality solutions leveraging C# (.NET), SQL Server, JavaScript/Typescript, ReactJs, Jenkins, Kubernetes, RabbitMQ, Git
- Determine operational feasibility of solutions by evaluating analysis, problem definition, business requirements, solution development and proposed solutions
- Ensure designs & solutions support the technical organisation principles of self-service, repeatability, testability, scalability & resilience
- Create & Maintain Sophisticated DevSecOps CI/CD Pipelines (authoring & supporting CI/CD pipelines in Jenkins and AzureDevOps for deployment to multi-site environments).
- Use & configure modern observability techniques to provide a deeper understanding of the application using AppDynamics, Instana and OpenTelemetry.
- Automate tasks through Docker, Ansible, Kubernetes, Powershell, Groovy
- Debug existing source code and polish feature sets.
- Apply unit testing frameworks and perform integration, validation and verification testing using Moq and MsTest
People
- Coach & mentor other engineers
- Support the people change teams in the design of adoption processes (Customer, Employee & 3rd Party Adoption)
Risk & Governance
- Identify technical risks and mitigate these (pre, during & post deployment)
- Create business cases & solution specifications for various governance processes (e.g. CTO approvals)
Qualifications and experience
- Relevant qualification in IT, preferably a degree in Computer Science, Computer Engineering, Informatics or Equivalent
- 5 - 10 years’ experience in development lifecycle
- Experience in reading code written in C#, SQL Server, JavaScript/Typescript, Groovy, JSON/YAML
- Experiencing in translating business problems into technical solutions
- Understanding of relational databases including stored procedures and ETL
- Understanding of modelling language such as UML and BPMN
- Experience in investments/LISP would be advantageous
Competencies
- Client Focus
- Cultivates Innovation
- Collaborates
- Drives Results
- Being Resilient
- Ability to translate technology into understandable concepts
Attributes
- Positive, enthusiastic attitude
- Teamwork
- Ability to work under pressure
- Honesty, integrity and respect
What will make you successful in this role?
Qualification and Experience
- Degree or Diploma and/or Certification with 5 to 8 years related experience.
Knowledge and Skills
- Business Requirements Definition
- IT Data Analysis
- Reporting and Administration
- Quality, Compliance and Accreditation
- Business Analysis
go to method of application »
What will you do?
- The Specialist Product Engineer (GPA) will be responsible for building high performing and scalable enterprise grade applications. This includes applying critical thinking, design thinking and problem-solving skills in an agile team environment to solve complex technical problems (Front End, Back End and Integration) with high quality solutions & leading all phases of the development lifecycle to deliver.
Key outcomes
The following outcomes will be expected to be achieved by Specialist Product Engineer
DevOps:
- Apply critical thinking, design thinking and problem-solving skills in an agile team environment to solve complex technical problems (Front End, Back End and Integration) with high quality solutions leveraging C# (.NET), Sql Server, Javascript/Typescript, ReactJs, Jenkins, Kubernetes, RabbitMq, Git
- Contribute to and in some cases lead all phases of the development lifecycle including e.g. design process
- Develop high quality software / application design and architecture in a test driven & domain driven / cross domain environment
- Create & Maintain Sophisticated DevSecOps CI/CD Pipelines (authoring & supporting CI/CD pipelines in Jenkins for deployment to multi-site environments – supporting and managing your applications all the way to production).
- Use & configure modern observability techniques to provide a deeper understanding of the application using AppDynamics, Instana and Splunk.
- Automate tasks through appropriate tools and scripting e.g. Docker, Ansible, Kubernetes
- Debug existing source code and polish feature sets.
- Work with guilds and other technical SME’s to improve and evolve technical products and services
- Apply unit testing frameworks and perform integration, validation and verification testing using Moq and MsTest
People
- Coach & mentor other engineers
Risk & Governance
- Identify technical risks and mitigate these (pre, during & post deployment)
- Update / Design all application documentation aligned to the organization technical standards and risk / governance frameworks
Qualifications and experience
- Relevant qualification in IT
- 5 years’ experience in development lifecycle
- Experience in an agile environment
- Solid experience in reading code written in C#, Sql, Javascript/Typescript, Groovy and JSON/YAML
- Understanding of relational databases including stored procedures and ETL
- Experience in investments/LISP would be advantageous
Competencies
- Client Focus
- Cultivates Innovation
- Collaborates
- Drives Results
- Being Resilient
- Strong analytical & problem-solving skills
Attributes
- Positive, enthusiastic attitude
- Teamwork
- Ability to work under pressure
- Honesty, integrity and respect
- Self-starter and self confidence
go to method of application »
What will you do?
- To be responsible for all client contact (e-mail, telephonic, and walk-in).
Key outcomes
- The following outcomes will be expected to be achieved by the Client Services Consultant
- Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
- Assisting clients with investment administration queries
- Providing investment and product information to IFA’s and investors
- Quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without error.
- Involved in ad-hoc client services projects
Qualifications and experience
- Matric / Grade 12
- The relevant financial qualification preferred
- 3 years Finance or Investment industry experience essential
- Microsoft CRM experience essential
- 1 - 2 years Call Centre or Customer Service Experience
Competencies
- Client focused
- Collaborates
- Drive Results
- Cultivate Innovation
- Be Resilient
- Problem solving skills
- Adaptability
- Interpersonal Skills
- Computer Literacy
Attributes
- Positive, enthusiastic attitude
- Teamwork
- Ability to thrive under pressure
- Honesty, integrity and respect
- Ability to adapt to change
What will make you successful in this role?
Qualification and Experience
- Grade 12 or Diploma with 3 to 4 years related experience.
go to method of application »
What will you do?
- To be responsible for all client contact (e-mail, telephonic, and walk-in).
Key outcomes
- The following outcomes will be expected to be achieved by the Client Services Consultant
- Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
- Assisting clients with investment administration queries
- Providing investment and product information to IFA’s and investors
- Quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without error.
- Involved in ad-hoc client services projects
Qualifications and experience
- Matric / Grade 12
- The relevant financial qualification preferred
- 3 years Finance or Investment industry experience essential
- Microsoft CRM experience essential
- 1 - 2 years Call Centre or Customer Service Experience
Competencies
- Client focused
- Collaborates
- Drive Results
- Cultivate Innovation
- Be Resilient
- Problem solving skills
- Adaptability
- Interpersonal Skills
- Computer Literacy
Attributes
- Positive, enthusiastic attitude
- Teamwork
- Ability to thrive under pressure
- Honesty, integrity and respect
- Ability to adapt to change
What will make you successful in this role?
Qualification and Experience
- Grade 12 or Diploma with 3 to 4 years related experience.
Method of Application
Use the link(s) below to apply on company website.
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