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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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Who are we?
Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. Ultimately we grow and protect wealth.
What will you do?
This is a 12 month contract position allowing the incumbent to gain relevant work experience in the Financial Services industry. The individual will be exposed to;
• Data analysis and reporting
• Capacity planning / workforce management
• Incentives and competitions
• Assist with tasks e.g. collating of information
• Monitor workflow via systems to ensure Operational efficiency
What will make you successful in this role?
Qualification & experience
• Grade 12
• Degree in Information systems, with a major in business analysis and softwaredevelopment/design
Knowledge and skills
• Successful candidate should be unemployed
• Preferably no or very limited previous working experience
• Knowledge and experience in MS Office
Core competencies
• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Action Orientation
• Plans and aligns
• Communicates effectively
• Treating Customers Fairly
• Analytical
• Resilient
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
The closing date for all applications is Friday,12th November 2021.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
Who are we?
MWL is dedicated to supporting, growing and empowering clients with affordable, simple, and suitable solutions, primarily through telephonic intermediary channels. We have approximately 120 tied sales agents, all dedicated to meeting the financial needs of our clients and prospective clients.
MiWayLife’s vision is to establish a world-class direct financial service business that seeks to:
⦁ offer its clients excellent service, superior value products, and fair treatment always;
⦁ be an employer of choice; and
⦁ be a good corporate citizen and play a meaningful role in the transformation of the Financial Services industry.
MiWayLife’s culture is values-based and is built around the pillars of Accountability, Attitude, Energy Freedom and Professionalism. We are a family of vibrant and energetic free-thinkers, constantly looking to innovate and disrupt.
What will you do?
This in an internship for graduates who require work experience in order to gain a professional qualification or unemployed graduates who require work experience to become more marketable.
Output/Core Tasks:
This is a 12 month contract position allowing the incumbent to gain relevant work experience in the financial services industry. The individual will be exposed to compliance administration whilst being part of an administrative team at MiWayLife.
What will make you successful in this role?
Qualification & experience :
⦁ Grade 12 or equivalent
⦁ Degree in BA English or Diploma/Degree in Legal/Compliance field
Knowledge and skills:
To be successful you will need to meet the following requirements:
⦁ Successful candidate should be unemployed
⦁ Preferably no or very limited previous working experience
⦁ Knowledge of and experience in MS Office
Personal attributes :
⦁ Cultivates innovation
⦁ Client centricity
⦁ Results driven
⦁ Collaboration
⦁ Flexibility and adaptability
⦁ Communicates effectively
⦁ Plans and aligns
⦁ Action oriented
⦁ Treating customers fairly
Please note: Your application will not be deemed complete without all required documents being submitted. Please submit a copy of your ID, matric certificate and qualification certificate.
Qualification and Experience
Knowledge and Skills
Personal Attributes
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realize their worth.
Core Competencies
Turnaround time
Due date for applications:
The closing date for applications is 22 November 2021.
Please note that the recruiter reserves the right to withdraw the advertisement prior to the closing date, or to allow for further applications to be submitted after the closing date indicated.
What will you do?
The successful applicant will be part of the core, senior management team and will be responsible with the Strategic Client Relationship Manager for the success of the business
This senior management position is responsible for a portfolio of high profile clients. The Client Relationship Manager accepts total responsibility for the relationships and administration of the retirement funds within this portfolio. The relationships include those with Employer and Member Trustees, Union representatives, Employer HR, Employees, Staff, other Service providers, Consultants etc.
Deliver excellent client service (strategic and operational) to all stakeholders e.g. Board of Trustees, Principal Officers, Consultants, HR Managers, Brokers and Members
Contribute to the profitability of the company through management of income, negotiation of annual fees and identification of opportunities for growth
Provide effective written and verbal communication to all clients e.g. through presentations, providing of trustee and claims reports, new entrant and switch certificates and benefit statements
Attendance of trustee meetings and sub committee meetings related to the portfolio of clients – this could include travelling
What will you do? (continues)
Identify client needs. Set targets and take accountability for the monitoring and achievement of performance objectives as indicated in Service Level Agreements
Maintain, improve and develop internal business processes to ensure effective service delivery
Nurture and build strong relationships with clients
Maintain and strengthen relationships with internal departments in order to resolve queries
Qualification & Experience
Matric/Grade 12 (with Accounting and/or Mathematics)
Relevant degree/diploma
6-7 years employee benefit experience with at least the last 3 years spend in a similar role, ideally with exposure to client/Board of Trustees
Three to 5 years management experience Proficiency in MS Office (Word, Excel and Outlook)
Knowledge and Skills
In depth knowledge of the Retirement Fund Administration Environment
In depth knowledge of the Pension Funds’ Act
Proficiency in MS Office (Word, Outlook, Excel, Power Point)
Ability to formulate, interpret, implement and improve business processes
Ability to communicate and build relationships effectively at all levels of business i.e. from administrative staff to executive level
Able to handle difficult clients and resolve client matters telephonically & face to face
Able to handle conflict and displays assertive demeanour when necessary
Report writing skills
Presentation skills
Knowledge and Skills (continues)
Good negotiation skills
Focus on providing high quality client service
Strong attention to detail and proactive attitude
Strong ability to organize and prioritize
Strong results and delivery focus
Solid project and time management skills
Ability to work independently
Innovative and demonstrates initiative
Ability to perform well under pressure and meet deadlines
Ability to collaborate and pull information together
Proactive and a team player
Our aim is to help you build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
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