Hot Jobs at Sanlam

What will you do?

• Analysis of change requests received for own systems and interfaces with other systems
• Recommendations and cost / man-day estimates for implementing changes
• Analysis and documentation of changes required to systems (functional and/or technical specifications)
• Interpretation of specifications received (includes data models), if applicable
• Maintenance of existing programs according to change requests
• Development of new programs according to change requests
• Testing of own programs to ensure correctness
• Testing of interfaces to other systems
• Debugging of programs
• Implementation of changes into the production environment, as part of the change management process
• Documentation of changes in programs implemented
• Updates of data model documentation
• Publishing of documentation as required to a central point
• Problem solving and user assistance for own systems supported (functional, not technical)
• Provision of hands-on training for own system and changes being implemented
• Provision of standby time / support over week-ends and at year-end
• Correction of errors / bugs in production
• Support and assistance with DRP(Disaster Recovery Process)
• Management of own time and delivery of tasks according to deadlines

What will make you successful in this role?

Qualifications
Role Requirements:

• Grade 12
• A tertiary qualification will be advantageous

Experience

• 3 years IT experience
• Must have strong DB2 skills
• Experience in working with life Insurance product/asset data
• ETL experience essential
• Strong database background on DB2, using it as source and target of data. Develop SQL DDLs to validate testing of the completeness and accuracy of data during data loads and testing
• Linux environment

Knowledge
Knowledge and basic understanding of:

• Understanding and Experience of an Atomic Data Warehouse would be advantageous
• Warehousing in terms of ETL processes
• Business Objects
• SQL
• DB2
• SAP Hana knowledge would be advantageous
• DataStage essential (intermediate level)
• Linux scripting would be advantageous

Competencies

• Accountability
• Customer Service
• Communication
• Adaptability
• Innovation
• Continuous Learning
• Results Driven
• Interpersonal skills

Closing Date: 20th, May 2022

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What will you do?
The IT Support team at Sanlam Collective Investments requires an Application Support Analyst to complement the existing support team who are responsible for the day-to-day tasks associated with supporting, maintaining, monitoring and enhancing the key business systems. These systems include but are not limited to the bulked correspondence solution, the outsourced partner interfaces (SCION), the SCI data warehouse and the SCI CRM system. The analyst will be assigned as the responsible analyst (Product Owner) for specific business systems and the backup analyst. The role will include both planned work (projects) and responsive work (incident and support requests). The role will include occasional after work hours and may include standby responsibilities. The role will require occasional travel to Johannesburg.

Key Responsibilities

• Performing impact assessments on BAU changes and support requests received from business, clients and vendors.
• Gathering information and analyzing user requirements for business process improvements and system enhancements.
• Writing business and functional specifications for business process and/or system enhancements.
• Engaging with outsourced partners to complete requirement specifications and impact assessments.
• Integration analysis, data analysis, dash-boarding and reporting specifications.
• Engage with Project Business Analysts in order to provide post-project implementation support to business and to define the support model.
• Support, analyze and respond to business requests that relate to BAU issues and project implementations.
• Work with key stakeholders to ensure business requirements, rules and controls are documented and signed off.
• Facilitate regular forums where the backlog of work is prioritized by key stakeholders.
• Participate in formal application change control processes.
• Participate in formal incident management processes with both internal and external (outsourced) teams.

Secondary Responsibilities (Outside Of KPA)

• Contribute to the evaluation and improvement of strategic and operational elements of the IT Support Process.
• Act as a source of leadership and guidance for the junior members of the IT support team.
• Coach and train members of the IT support team as part of the cross-skilling and succession initiatives.

Qualification and Experience

• Grade 12 and a relevant IT tertiary qualification
• Business Analysis certification
• Minimum of 5 years' experience in a similar role
• Collective Investment Schemes (essential)
• BI experience (beneficial)
• System Analysis and Design experience (beneficial)

Competencies
Technical

• Strong knowledge of administrative business processes, data environment and reporting analysis (essential).
• Ability to write SQL queries at intermediate level.
• Ability to perform process mapping and design.
• Ability to compile test plans and test cases.
• Ability to transfer knowledge to users, trainers and peers.
• Strong facilitation skills for meetings, workshops and forums.
• Ability to package and present analysis with recommendations to management and executive teams.

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Purpose
The main purpose of this position is to increase group sales of the range of products through building relationships and superior client service to independent brokers and corporate clients.

Formal Qualifications

• Matric.
• NQF 6 qualification/3-year relevant tertiary qualification will be an advantage.
• Regulatory Examinations (RE5) for representatives.
• 60 FAIS Credits or alternatively full FAIS recognized relevant qualification (DOFA dependent).

Working Requirements And Knowledge

• Class of Business training in Category 1 life and friendly societies.
• Product Specific training in Category 1 life and friendly societies.
• Minimum 12 hours of Continuous Professional Development (CPD) per CPD cycle.
• Excellent knowledge and understanding of insurance legislation.
• Computer Literacy (MS Office package).
• Valid driver’s license and own vehicle.
• Sound knowledge of long term insurance or employee benefits products.
• Knowledge of underwriting processes.
• Minimum of five (5) years’ experience in the insurance industry preferable in the group funeral or group risk market.
• Broker consulting, trade unions, funeral parlours experience in an insurance company.
• Experience in establishing contacts and relationships with decision makers within funeral group business.
• Proven Sales track record

Key Responsibilities

• Sourcing and securing new business opportunities with corporates, unions, churches, taxi associations, funeral parlours, burial societies and individual clients.
• Sourcing new brokers and maintaining relationships.
• Training and ongoing product support to brokers.
• Review new business pipeline, follow-up and track by sourcing, issuing and converting of quotations.
• Ensuring that the agreed new business targets are met.
• Developing and maintaining client relationships in all business levels.
• Building relationships with internal departments to ensure superior service is offered to clients.
• Ensuring that clear information is given to clients before, during and after a sales deal.
• Ensure that there is no unreasonable post–sales barriers faced by clients.
• Keeping up-to-date with competitor product and service offering and industry developments.
• Dealing with queries and providing information on a range of sales and service issues.
• Participating in proactive sales and marketing initiatives.
• Prepare and deliver clear, thoughtful, and concise presentations (via phone, internet & Face-to-face meetings) to various client and potential client audiences with diverse backgrounds to secure new client relationships.

Behavioural Competencies, Skills And Attributes

• Good communication skills.
• Results orientated.
• Good decision making and problem-solving skills.
• Good planning and organisational skills.
• Have good negotiation skills.
• Excellent presentation skills.
• Ability to write reports.
• Analytical thinker.
• Reliable, tolerant, and determined.
• Clear focus on high quality and business profit.
• Stern honesty and integrity attributes.

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Purpose
The main purpose of this position is to increase group sales of the range of products through building relationships and superior client service to independent brokers and corporate clients

Formal Qualifications

• Matric.
• NQF 6 qualification/3-year relevant tertiary qualification will be an advantage.
• Regulatory Examinations (RE5) for representatives.
• 60 FAIS Credits or alternatively full FAIS recognized relevant qualification (DOFA dependent).

Working Requirements And Knowledge

• Class of Business training in Category 1 life and friendly societies.
• Product Specific training in Category 1 life and friendly societies.
• Minimum 12 hours of Continuous Professional Development (CPD) per CPD cycle.
• Excellent knowledge and understanding of insurance legislation.
• Computer Literacy (MS Office package).
• Valid driver’s license and own vehicle.
• Sound knowledge of long term insurance or employee benefits products.
• Knowledge of underwriting processes.
• Minimum of five (5) years’ experience in the insurance industry preferable in the group funeral or group risk market.
• Broker consulting, trade unions, funeral parlours experience in an insurance company.
• Experience in establishing contacts and relationships with decision makers within funeral group business.
• Proven Sales track record

Key Responsibilities

• Sourcing and securing new business opportunities with corporates, unions, churches, taxi associations, funeral parlours, burial societies and individual clients.
• Sourcing new brokers and maintaining relationships.
• Training and ongoing product support to brokers.
• Review new business pipeline, follow-up and track by sourcing, issuing and converting of quotations.
• Ensuring that the agreed new business targets are met.
• Developing and maintaining client relationships in all business levels.
• Building relationships with internal departments to ensure superior service is offered to clients.
• Ensuring that clear information is given to clients before, during and after a sales deal.
• Ensure that there is no unreasonable post–sales barriers faced by clients.
• Keeping up-to-date with competitor product and service offering and industry developments.
• Dealing with queries and providing information on a range of sales and service issues.
• Participating in proactive sales and marketing initiatives.
• Prepare and deliver clear, thoughtful, and concise presentations (via phone, internet & Face-to-face meetings) to various client and potential client audiences with diverse backgrounds to secure new client relationships

Behavioural Competencies, Skills And Attributes

• Good communication skills.
• Results orientated.
• Good decision making and problem-solving skills.
• Good planning and organisational skills.
• Have good negotiation skills.
• Excellent presentation skills.
• Ability to write reports.
• Analytical thinker.
• Reliable, tolerant, and determined.
• Clear focus on high quality and business profit.
• Stern honesty and integrity attributes.

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Job Purpose
This position is accountable for the administrative support to sales teams, scheduling meetings on behalf of the manager, tracking quotes with Safrisk and building relationships with internal and external clients.

Formal Qualifications

• Matric
• Relevant National Diploma/Degree (Completed)
• Minimum 5 Years scheme administrator experience

Working Requirements And Knowledge

• MS Office & Excel Proficiency
• Basic Insurance understanding
• Product knowledge
• Listening skills
• Written and verbal communication skills (speaking knowledge of English and at least 2 other national African languages)
• Accuracy in Detail

Key Responsibilities

• Management of New Business (Administrators, Group Schemes, Burial Societies)
• Installations, Renewals, Amendments and Terminations
• Ensure 100% adherence to all SOPS
• Ensuring that New Business take on requirements are adhered to
• Preparing our standard quote documents and sending them to clients and consultants
• Ensuring the quotes are sent to clients within the agreed SLA
• Ensure that work comply with set standards (100% Interaction logged timeously and accurately
• Ensuring client Membership Data has the following:

1. Covers
2. Benefit structure
3. Id numbers

• Handle and resolve clients query within agreed timelines
• Client queries escalated to next level of expertise
• Identifying and reporting any suspicions activities

Behavioural Competencies, Skills And Attributes

• Analysing of Data
• Relating and networking
• Adapting and responding to change
• Coping with pressures and setbacks
• Interpersonal sensitivity
• Client service orientation
• Decisiveness
• Pro-activity
• Teamwork

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What will you do?

The Para-Planner is a specialist role primarily responsible for supporting independent Advisors by undertaking financial needs analysis and producing financial plans for clients. The Para-Planner needs expertise in risk products and strategies, investment products and strategies, regulation and tax implications.

The incumbent also requires sufficient customer management and sales skill to attend face-to-face customer meetings and actively assist the Adviser as required in managing the customer relationship.

Key functions:

• Undertake financial planning analysis for Advisors based on client driven Advisor requests covering Risk, Investment, Retirement and Business Assurance solutions.
• Assist Advisors with sales and marketing support.
• Ensure proper Compliance is undertaken in all processes.
• Assist the Advisor to maintain their client base and ensure sound client service.
• Develop and Maintain Relationships with key relationships within the channel and region to support delivery (i.e.: SSA, Helpdesk, Glacier BDM’s etc.)
• Ongoing education and learning in order to remain up to date with all relevant legislative/compliance, tax, Sanlam and competitor product offerings and financial markets and instruments.

What will make you successful in this role?

Qualifications and Experience:

• Matric or equivalent qualification
• Diploma and equivalent NQF 6 qualification
• Relevant industry education (WM, RE5, CFP® - 120 credits)
• Vested and competent Advisor with extensive Financial Services experience in a marketing/sales environment

Knowledge and skills:

IT:

• MS: Office (Excel, Word, PP)
• Advisor tools (i.e.: Sanfin; Santrust, Sanquote, Santax, Sanport)
• AUTONUB
• Successful candidate must have their own laptop to be operational

Business/Management

• Financial Services Industry Knowledge
• Sanlam and Competitor Product knowledge (deep knowledge)
• Income Tax laws (Regulation and Tax Implications)
• Financial Needs Analysis-Financial Planning (Retirement, Investment and Estate Planning, Business Assurance)
• Section 14 transfers
• Product quotation generation
• Investment and risk concepts and markets
• Financial markets and instruments
• Compliance laws and requirements for Financial Services
• Legal technical Knowledge (product related)
• Client service (client meetings)

Personal qualities

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Financial acumen
• Decision quality
• Communicates effectively
• Plans and aligns
• Nimble learning
• Treating customers fairly

Closing Date:  11th, May 2022.

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What will you do?
Output/Core Tasks:

• Perform test scheduling and execution with all test cycles (SIT BRT), using the Agile way of working 
• Identify, define and design Regressive test requirements
• Identify Test Data
• Perform test case preparation
• Perform Regression testing
• Test documentation compilation 
• Identify and report test related errors, issues and risks.
• Liaise with test and business analysts on errors, issues and risks
• Automation tests to be added in framework

What will make you successful in this role?
Qualifications:

• Grade 12

Experience:

• Experience in financial services is required.
• Experience with Sanlam Life New Business applications including Underwriting, Case, New Business capturing and Magnum/AIS is required
• Experience in testing within a solutions design division will be a strong recommendation
• Experience in testing the delivery of financial solutions is required. (preferable)

Knowledge:

• Computer Literacy including Windows operating systems, Microsoft Office Products, Internet and E-mail. 
• Knows of, and understand all forms of testing.
• Understand DevOps and the Agile way of working 
• Has knowledge of all forms of testing, configuration management, and requirements management(preferable)
• SQL/basic database knowledge would be advantageous
• Knowledge of  Sanlam(Epsilon) transactions will be advantageous
• Working knowledge of testing best practices and frameworks(preferable)

Competencies:

• Professionalism
• Collaboration
• Communication
• Building Relationships
• Building customer loyalty
• Influencing
• Innovative thinking
• Problem solving
• Client service

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What will you do?

• Responsible for leading the process of developing and implementing systems for sustainability reporting that is integrated into business decision-making and risk management frameworks within the organisation.  
• Works in an integrated team dedicated to the holistic management and sound governance of information risk and all related documentation.
• Provides thought leadership, subject matter expertise and advice to business on sustainable finance programmes, products and projects. These projects may include actively addressing the transformation of the environment to uplift the socio-economic development of the surrounding communities.
• An exciting opportunity to lead the execution of the sustainability strategy and facilitate the integration of sustainability into all aspects of the Sanlam Group. The role supports and executes strategic sustainability priorities across the Sanlam clusters and reports to the Group Executive of Market Development & Sustainability.

What will make you successful in this role?

Key outcomes expected of this role:

• Develop and execute Sanlam’s strategic approach to Sustainability Strategy, framework, policies and procedures.
• Establish a process for prioritisation and focus for the sustainability efforts of the company.
• Create and maintain sustainability budget and initiatives
• Direct sustainability programme objectives and operations to ensure compliance with appropriate laws, internal policies and established best practice.
• Monitor and evaluate the effectiveness of sustainability initiatives/programmes
• Report on Sanlam’s ESG performance to stakeholders and ensuring that information is collated, reviewed and submitted as per requirements.
• Guide innovation that will lead to greater sustainability.
• Ensure alignment to the Sanlam brand and influence brand perception internally and and influence brand perception internally and externally.

Qualification(s), Experience and Knowledge

• Relevant Bachelor’s degree
• A Master’s degree or MBA will be an advantage
• Minimum of 7 years work experience in fields directly related to sustainability.
• Experience in complex project or programme management, setting up and executing projects and operational processes.
• Demonstrated experience in developing and implementing effective communication.
• In depth knowledge of sustainability issues and innovative approaches to address
• Good understanding of regulatory and statutory environment
• Legal and regulatory requirements
• Regulatory compliance reporting and monitoring
• Drives transformation strategically
• Recommendations to various stakeholders

Knowledge and Skills

• Good understanding of regulatory and statutory environment
• Legal And Regulatory Requirements
• Regulatory compliance reporting and monitoring
• Drives Transformation Strategically
• Recommendations to various stakeholders

Closing Date: 18th, May 2022.

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What will you do?  

• Source and recruit a team of Sanlam Affiliated Intermediaries (SAI’s).
• Manage activities of SAI’s. 
• Developing and expand existing markets. 
• Risk management. 
• Manage quality of new business.
• Provide training and sales support to SAI’s. 
• Analysis of management reports. 
• Business relationship building.  
• Conservation/ pay point control. 
• Ensure continuous improvement of service standards to clients. 
• Ensure alignment to Treating Customers Fairly (TCF), in all business practices.

 
Qualification and experience  

• Matric 
• Financial / Marketing tertiary qualification at NQF 5 
• FAIS related credits 
• RE 5 is a must, RE 1 is advantageous 
• Sales manager (managing reps/advisors) experience would be highly advantageous 

Knowledge and skills  

• Driver's License plus own road worthy motor vehicle is a must. 
• Being qualified to supervise intermediaries is a distinct advantage.
• At least 3 years’ sales experience, of which a minimum of one year must have been in a Sales Management position. 
• Preference will be given to candidates from the financial services industry. 

Personal qualities  

• Self-motivated 
• Strong recruitment skills 
• Good interpersonal skills 
• Planning and organising 
• Ability to interact with people at all levels 
• Target driven 
• Attention to detail 
• Strong entrepreneurial skills 
• Ability to prioritise 
• Decisive and persuasive 
• Treating customers fairly

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Role Description

Sanlam Business Intelligence (SBI) is a centre of excellence that delivers data and analytical services within the Sanlam Life and Savings (SLS) cluster. SLS provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions.
These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.
Are you analytically minded, curious and enthusiastic about data? Passionate about finding insights in datasets, with the ability to synthesise and clearly communicate the results and drive business impact?

An exciting opportunity exists in the SBI Scalable Warehouse Team.

We are looking for an individual with experience in data analysis, data modelling and with a keen passion to build data warehouses. 
If you believe you have what it takes, then come join the team and assist us to mature our data warehousing capability as you grow your skills and competencies in this exciting field. 

You will be responsible for the end-to-end tasks within the data analysis framework working with business representatives, product owners, etc. to define and elicit requirements, analyse data and own the enterprise data warehouse model.

What will you do?

Key result areas

Data Modelling

• Define standards and guidelines for various delivery teams to adopt and build out domain specific data models
• Drive adoption of the enterprise data modelling tool as the central repository of the enterprise vault layer
• Provide SME guidance and act as coach/ mentor to help workload teams adopt and implement the Data Vault Modelling Technique (DV).
• Chair the Data Vault Analyst Forums to drive alignment of Shared Hubs and consistency across Links and Satellites

Enterprise Vault Layer

• Collate information from various stakeholders and collaboratively design Raw Vault data models using DV
• Curate and manage the business glossary and metadata to support data discovery and reuse of datasets within the Enterprise Vault Layer
• Work with developers to review and enable the implementation of vaults of source systems
• Work with scrum masters and developers to co-ordinate, govern and plan the deployment of vaults across environments
• Work with analysts and developers to ensure data completeness, consistency and accuracy through automation (data debugging)

Stakeholder Engagement

• Work directly with management and other business users to gather requirements, provide status updates, and build relationships
• Present information using data modelling techniques
• Develop and conduct analyst training 

What will make you successful in this role?

Requirements

Qualifications

• An Appropriate IT Qualification (Diploma/Degree in (statistics/data or computer science/engineering) will be a strong recommendation.
• Practical experience in data modelling, data warehousing, data analysis and data profiling
• Business or Systems Analyst certification will be advantageous 

Knowledge and Experience 

• More than 5 years of experience performing data modelling or data warehouse data model build
• Strong knowledge of and experience with relational databases or Hadoop Distributed File System (preferred), data modelling (Kimball or Data Vault) and querying (SQL)
• Understanding of Business Intelligence and Data Warehousing software development lifecycle 
• Ability to perform well under pressure and manage competing priorities
• Business experience in financial services an advantage
• Strong analytical-thinking and problem-solving abilities
• Excellent written and verbal communication skills
• Experience working with data in various data sources and databases
• Strong analytical skills with the ability to collect, organize, analyse, and disseminate significant amounts of information with attention to detail and accuracy
• Demonstrated experience in handling large data sets and relational databases.
• Experience working in an agile environment, along with working experience of SharePoint, JIRA, and Confluence
• Excellent attention to detail

Competencies 

• Communication skills
• Accountability
• Analytical thinking
• Innovative thinking
• Building and maintaining relationships
• Results driven
• Team success
• Adaptability

Closing Date : 6th, May 2022 

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What will you do? 

• Activity management of representatives. 
• Prospecting for Representatives. 
• Production management on a daily basis concentrating on quality and quantity. 
• Conducting training - Theoretical and practical in field. 
• Facility liaison. 
• New facility identification.

Qualification & experience

• Grade 12
• meet the qualification requirements in line with their DOFA: 

1. Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
2. Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment. 

Knowledge and skills 

• At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
• A minimum of one year management experience     
• Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met

Personal qualities 

• Good leadership skills.
• Entrepreneurial with good business acumen.
• Strong action orientation
• Good written and verbal communication skills.
• Ability to make decisions.
• Initiative and innovativeness.
• Planning and organizing.
• Achievement orientation.
• Negotiation skills.
• Coaching and enabling skills