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...
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What will you do?
- Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries
- Developing existing markets
- Risk management
- New Business (quality)
- Training (administration and sales)
- Target and goal setting (brokers/SAI/self)
- Action and development plans for future
- Analysis of management reports
- Business relationship building
- Conservation/ pay point control
- Maintain and improve service standards
Qualification:
- Matric
- Industry recognized qualification
- A Business/ Commercial/Marketing qualification will be an advantage.
- RE5
- CPD
Knowledge and Skills:
- Driver's License (own transport is a must).
- 2 years relationship management/marketing/sales experience or experience in a similar capacity.
- Preference will be given to candidates from the financial services industry.
- 120 FAIS credits
- RE1 would be advantageous
go to method of application »
What will you do?
- Calculate and produce accurate performance and attribution data.
- Assist in the construction and maintenance of composites in compliance with the Global Investment Performance Standards(GIBS).
- Provide analysis and interpretation of GIPS results as required.
- Maintain systems and databases by ensuring departmental procedures are followed to review the accuracy and integrity of static and time series data for assigned portfolios, benchmarks and other information.
- Provide strong understanding of performance calculations in various systems and calculate manually as needed.
- Prepare, interpret and investigate anomalies in attribution/contribution reports used in the analysis of performance.
- Interact regularly with internal clients to research, analyse and resolve queries.
- Actively participate on special projects and support/implement process improvements/efficiencies.
Qualification and experience
- B Financial degree or an equivalent qualification, preferably with a strong numerical component.
- 3 or more years experience in Portfolio Performance and Attribution Analysis at a Financial Institution would be an advantage.
- Exposure to Statpro Performance Attribution would be a distinct advantage.
- Advanced Excel skills (VBA).
- Interest in financial markets and investment portfolios.
- SQL database programming skills.
- Programming skills (VB.Net)
Personal attributes
- Excellent analytical and problem-solving skills.
- Logical and lateral thinking
- Passion for excellent service delivery with a demonstrated commitment to maintaining the highest standards.
- High energy and a drive for completion.
- Meticulous attention to detail and accuracy, with a commitment to follow through and follow-up.
- Willingness to learn and share knowledge.
- Ability to work independently with minimal supervision.
- Excellent time management and organisational skills.
- Ability to perform well under pressure,
- Ability to be an effective team player and pro-active individual.
- Ability to take initiative.
- Excellent written and verbal communication skills.
go to method of application »
What will you do?
- We’re a newly created engineering organisation on a mission to empower and accelerate autonomous value creation through insights and ML across the group. Our main users are the data scientists and analysts who sit inside the business units and support them in developing and re-developing their financial and digital products to better meet the needs of our clients and our shareholders. Our other users are the data management and data product teams who produce the data sets analysts and scientists need to launch straight into their work.
- The tribe is made up of 3 different engineering squads covering everything from how we ingest and store data, to how we develop and share ML artefacts and insights. We have one for ingestions, one for data storage and processing and one for insights & ML tooling. We have one data engineering talent pipeline for the whole tribe, where placements into specific squads are explored later in the interview process based on squad needs and candidate abilities. Data engineers report to the tech leads of the squad they are embedded into.
What will make you successful in this role?
What success will look like for you 12 months into the role.
(Ingestions Squad) Built configurable data ingestion platforms to collect and protect data from any source within two weeks or less.
- The team has bought and built to assemble a tool soup of persistent and secure ingestion tools, optimized for cost efficiency, with reliability as a non-negotiable standard. Success will be measured by the consistent achievement of the two-week ingestion target while maintaining high reliability and security.
(Data products empowerment squad) Simplified data transformation and product development for the platforms SQL only users:
- Developed solutions that allow SQL-only users to easily schedule and orchestrate complex data transformation processes, such as through Directed Acyclic Graphs (DAGs). Success will be measured by the 100% adoption of your tools by platform users, the full deprecation of custom solutions and stored procedures, and the reliable orchestration of multi-stage transformation processes underlying our company wide data products.
(Insights & ML tooling squad) Accelerated the development of insights and ML models by analysts and data scientists across the company:
- Built systems that empower analysts and data scientists to produce the insights and ML models needed to drive customer and commercial success with minimal engineering skills and platform friction. Success will be measured by the number of successful deployments of insights and models per month that directly contribute to improving our business success metrics.
Engineered the platform for observability and performance.
- Made your systems observable from the outside, taking ownership of their performance. Facilitated real-time tracking of the system’s internal state through logs, metrics, and traces. Defined clear and measurable Service Level Indicators (SLIs) and Service Level Objectives (SLOs), and integrate these into team OKRs to drive excellence. Success will be measured by meeting or exceeding defined performance and reliability benchmarks, and the quick identification and resolution of issues.
Engineer the platform with privacy and security by design.
- Secured the platform through compliance engineering initiatives that reduced the time and cognitive load related to compliance. Implemented our Data Governance and Privacy policies effectively, leveraging encryption, firewalls, VPCs, Role Based Access Control and IAM integrations such as Active Directory. Success will be measured by the platform’s adherence to security and privacy standards, with minimal compliance overhead for users.
Leveraged containerization and infrastructure as code.
- Implemented containerization strategies and infrastructure as code (IaC) practices to ensure scalable, repeatable, and efficient deployment of data services. Utilized tools like Docker and Terraform to automate infrastructure management and streamline the development pipeline. Success will be measured by the consistency and reliability of deployments, reduced deployment times, and increased system scalability.
What will make you successful in this role?
What success will look like for you 12 months into the role.
Contributed to technology decisions.
- Engaged in technology spikes to clarify needs and articulate solution criteria. Evaluated different options through hands-on experimentation, leading to documented evaluations and recommendations that were understood by technology leaders or users across the company. Success will be measured by the quality and clarity of your contributions to technology decisions and the adoption of your recommendations.
Invested in your own development.
- Executed on a culture of excellence and continuous improvement for both your part of the platform and your own abilities. Lived our culture of ownership, curiosity, and continuous learning. Participated in pre and post-mortems, sharing lessons learned across the organization along with how you are improving based on those lessons. Success is measured by your active participation in continuous learning initiatives and the tangible improvements in platform performance and personal growth.
Qualification
- Matric
- National Diploma in an Information Technology related discipline or a bachelor's degree in computer science, Statistics, Informatics, Information Systems, or a quantitative field will be recommended.
Experience
- 5+ years' experience as a data engineer in data platform or service engineering team with at least 2 in a modern context with cloud technologies
- Track record of high impact and investing in your own development
Skills and Thinking Preference
You look for ways to do, instead of reasons not to.
- You are high agency, high ownership in everything you do. You know we own our future, only we can make it happen. If you find something that keeps us from our mission, you own it or work collaboratively with others until you find the right owner of it.
Where some see impossible, you see a way.
- You have the strong conviction in our ability to innovate and bring financial services, and financial confidence to everyone across the continent. You turn obstacles into opportunity, chance into change.
You move fast and fix things.
- You publish early and often, when you fail you learn and go again. You know that speed gives you the licence to fail, because you’re moving fast enough to correct course.
You love creating more with less.
- Knowing that the biggest impact is born of the smallest acts, scale is built into your thinking from day 1. This is not about meeting the needs of thousands; it’s about exceeding the needs of millions. And working through small and mighty teams is way we’ll do it.
You seek out and value different perspectives.
- Believing that when we change how we look at things, how things look for us also changes. Making tomorrow not just different, but better.
go to method of application »
What will you do?
- We’re a newly created engineering organisation on a mission to empower and accelerate autonomous value creation through insights and ML across the group. Our main users are the data scientists and analysts who sit inside the business units and support them in developing and re-developing their financial and digital products to better meet the needs of our clients and our shareholders. Our other users are the data management and data product teams who produce the data sets analysts and scientists need to launch straight into their work.
- The tribe is made up of 3 different engineering squads covering everything from how we ingest and store data, to how we develop and share ML artefacts and insights. We have one for ingestions, one for data storage and processing and one for insights & ML tooling. We have one data engineering talent pipeline for the whole tribe, where placements into specific squads are explored later in the interview process based on squad needs and candidate abilities. Data engineers report to the tech leads of the squad they are embedded into.
What will make you successful in this role?
What success will look like for you 12 months into the role.
(Ingestions Squad) Built configurable data ingestion platforms to collect and protect data from any source within two weeks or less.
- The team has bought and built to assemble a tool soup of persistent and secure ingestion tools, optimized for cost efficiency, with reliability as a non-negotiable standard. Success will be measured by the consistent achievement of the two-week ingestion target while maintaining high reliability and security.
(Data products empowerment squad) Simplified data transformation and product development for the platforms SQL only users:
- Developed solutions that allow SQL-only users to easily schedule and orchestrate complex data transformation processes, such as through Directed Acyclic Graphs (DAGs). Success will be measured by the 100% adoption of your tools by platform users, the full deprecation of custom solutions and stored procedures, and the reliable orchestration of multi-stage transformation processes underlying our company wide data products.
(Insights & ML tooling squad) Accelerated the development of insights and ML models by analysts and data scientists across the company:
- Built systems that empower analysts and data scientists to produce the insights and ML models needed to drive customer and commercial success with minimal engineering skills and platform friction. Success will be measured by the number of successful deployments of insights and models per month that directly contribute to improving our business success metrics.
Engineered the platform for observability and performance.
- Made your systems observable from the outside, taking ownership of their performance. Facilitated real-time tracking of the system’s internal state through logs, metrics, and traces. Defined clear and measurable Service Level Indicators (SLIs) and Service Level Objectives (SLOs), and integrate these into team OKRs to drive excellence. Success will be measured by meeting or exceeding defined performance and reliability benchmarks, and the quick identification and resolution of issues.
Engineer the platform with privacy and security by design.
- Secured the platform through compliance engineering initiatives that reduced the time and cognitive load related to compliance. Implemented our Data Governance and Privacy policies effectively, leveraging encryption, firewalls, VPCs, Role Based Access Control and IAM integrations such as Active Directory. Success will be measured by the platform’s adherence to security and privacy standards, with minimal compliance overhead for users.
Leveraged containerization and infrastructure as code.
- Implemented containerization strategies and infrastructure as code (IaC) practices to ensure scalable, repeatable, and efficient deployment of data services. Utilized tools like Docker and Terraform to automate infrastructure management and streamline the development pipeline. Success will be measured by the consistency and reliability of deployments, reduced deployment times, and increased system scalability.
What will make you successful in this role?
What success will look like for you 12 months into the role.
Contributed to technology decisions.
- Engaged in technology spikes to clarify needs and articulate solution criteria. Evaluated different options through hands-on experimentation, leading to documented evaluations and recommendations that were understood by technology leaders or users across the company. Success will be measured by the quality and clarity of your contributions to technology decisions and the adoption of your recommendations.
Invested in your own development.
- Executed on a culture of excellence and continuous improvement for both your part of the platform and your own abilities. Lived our culture of ownership, curiosity, and continuous learning. Participated in pre and post-mortems, sharing lessons learned across the organization along with how you are improving based on those lessons. Success is measured by your active participation in continuous learning initiatives and the tangible improvements in platform performance and personal growth.
Qualification
- Matric
- National Diploma in an Information Technology related discipline or a bachelor's degree in computer science, Statistics, Informatics, Information Systems, or a quantitative field will be recommended.
Experience
- 5+ years' experience as a data engineer in data platform or service engineering team with at least 2 in a modern context with cloud technologies
- Track record of high impact and investing in your own development
Skills and Thinking Preference
You look for ways to do, instead of reasons not to.
- You are high agency, high ownership in everything you do. You know we own our future, only we can make it happen. If you find something that keeps us from our mission, you own it or work collaboratively with others until you find the right owner of it.
Where some see impossible, you see a way.
- You have the strong conviction in our ability to innovate and bring financial services, and financial confidence to everyone across the continent. You turn obstacles into opportunity, chance into change.
You move fast and fix things.
- You publish early and often, when you fail you learn and go again. You know that speed gives you the licence to fail, because you’re moving fast enough to correct course.
You love creating more with less.
- Knowing that the biggest impact is born of the smallest acts, scale is built into your thinking from day 1. This is not about meeting the needs of thousands; it’s about exceeding the needs of millions. And working through small and mighty teams is way we’ll do it.
You seek out and value different perspectives.
- Believing that when we change how we look at things, how things look for us also changes. Making tomorrow not just different, but better.
go to method of application »
What will you do?
- Tretain business for the Sanlam Savings & Closed business (primarily but not exclusively Section 14 transfers out).
- Liaise with Clients, Brokers, Broker Consultants and Advisors tprevent the outflow of funds.
- Influence and promote retention themes with contracted intermediaries.
- Create additional business for Sanlam by forming relationships with un-contracted intermediaries whare targeting Sanlam clients ttransfer them tour competitors.
- Protect the Sanlam clients from transferring their policies tcompetitors, whilst at the same time marketing Sanlam’s flagship products tintermediaries and existing clients.
Core Outputs:
- This is a fixed salary and incentive-based role, which includes clawbacks, in the event of a policy not staying on the books for the minimum prescribed period.
Retain Sanlam policies.
- Convince intermediaries and/or clients tremain with Sanlam.
- Able tupsell or cross-sell existing Sanlam products.
- Compare Sanlam’s products (predominantly RA’s) tcompetitors’ products.
- Formulate compelling counter offers tcompetitor products.
- Present and pass on relevant leads tselected intermediaries.
- Keep up tdate with market trends and competitor offerings.
Influence existing and new intermediaries.
- Able tconvince brokers not ttransfer policies or clients away from Sanlam.
- Strong negotiation skills.
- Sales skills.
- Relationship building capabilities.
- Ensure ease of processing and administration of business for intermediaries and clients
- Process new applications or conversions as hassle-free as possible.
- Extract new business quotes and other client information.
- Build partnering relationships.
- Build partnerships with Advisors, Brokers, and Brokers Consultants
- Take action where good service have been compromised.
Ad hoc tasks
What will make you successful in this role?
Qualifications:
- Grade 12.
- RE5 certificate.
- Relevant tertiary qualification.
Experience:
- At least 2 years’ relevant experience.
- Valid DOFA date and fully accredited within 6 t9 months.
- Sales experience will be an advantage.
- Sanlam Financial Advisor experience will be an advantage.
Knowledge:
- Knowledge of Life Assurance or Financial Services.
- Knowledge of Savings and Investment products (specifically Retirement annuity plans).
- Knowledge of Section 14 transfers.
- Knowledge of Sanlam Risk and universal life products will be an advantage.
- Knowledge of Sanquote, Sentrix and other Sanlam financial advisor applications will be an advantage.
Competencies:
- Communicates effectively (English & Afrikaans)
- Business acumen
- Decision quality
- Telephony skills
- Build relationships
- Analytical thinking
- Plans and aligns
- Cultivates innovation
- Customer focus
- Collaborates
- Influencing and gaining commitment
- Drives results
- Being resilient
- Computer skills
go to method of application »
JOB DESCRIPTION
- The successful candidates will offer world class products and services to clients, whilst achieving sales targets in an inbound and outbound call centre environment.
KEY RESPONSIBILITIES
- Meeting sales targets
- Quality (Compliance with all relevant internal and external rules e.g. TCF, CPA and internal Sales processes)
- Offering outstanding customer experience
- Strict adherence to scheduling
QUALIFICATIONS AND EXPERIENCE
- Matric/ Grade 12
- RE Certificate (advantageous)
- Minimum 30 Personal Lines Short-term Insurance credits (advantageous)
- Minimum 2 years’ experience within a sales inbound/outbound call.
- Fluent in English and one other official language.
- Compliance with FAIS Fit and Proper criteria i.e. minimum experience and competency requirements, which can be obtained while working under supervision.
- Be available to work shifts as well as overtime.
- Solid sales track record.
- Knowledge of short-term insurance processes, procedures and business rules advantageous.
- Clean track record in terms of adherence to quality standards and compliance.
- Consistent target achievement.
SKILLS
- Excellent telephonic etiquette
- Selling skills
- Computer literate (MS Office package).
- Client service oriented
- Negotiation skills
- Deadline and results-driven
COMPETENCIES
- Analytical Thinking
- Information Seeking
- Drive for Results
- Takes initiative
- Emotional self- control
- Customer service orientation
Method of Application
Use the link(s) below to apply on company website.
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