Hot Jobs at Sanlam

What will make you successful in this role?

• Complete the formal educational programme which includes practical experience and training (from Sanlam as a Training Office) as prescribed by the South African Institute of Chartered Accounts (SAICA), in order to qualify as a Chartered Accountant (SA).
• Assist with the annual reporting process.
• Assist with ad-hoc projects.

Qualification and Criteria

• B. Com (Honours) Accountancy or a post-graduate programme recognised by SAICA as a prerequisite for admission to the Initial Test of Competence (ITC).
• Academic performance record average of at least 60%.
• Knowledge of Microsoft Excel and Word (advantageous).

NB! UPLOAD A COPY OF YOUR LATEST ACADEMIC TRANSCRIPT/S (IF A TRANSCRIPT IS NOT AVAILABLE YOU CAN UPLOAD AN OFFICAL STATEMENT OF YOUR RESULTS FOR ALL YEARS OF STUDY TO DATE) AND AN UPDATED CV TO YOUR ONLINE APPLICATION (WE WILL NOT BE ABLE TO CONSIDER YOUR APPLICATION IF YOU HAVE NOT INCLUDED ALL YOUR ACADEMIC TRANSCRIPTS AND/OR RESULTS)

Knowledge and Skills

• Financial Accounting
• Financial Management Taxation
• Managerial Accounting
• Internal and External Audit

Personal Attributes

• Decision quality - Contributing dependently
• Financial acumen - Contributing dependently
• Self-development - Contributing dependently
• Optimises work processes - Contributing dependently

Closing Date:15th, June 2022

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What will you do?

The Business Development Manager will be responsible for prospecting, sourcing, developing, and maintaining a specialised Investment Intermediary portfolio and developing and/or increasing Sanlam Group’s market share of retail investment business from this portfolio, and delivering on the Glacier Sales and Investment Channel Strategy.

What will make you successful in this role?

The following outcomes will be expected to be achieved by the Business Development Manager:

• To source and introduce new Intermediaries to Glacier
• To attract new business and increase retention of existing investment business
• To ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio
• To develop and implement a regional business plan for the Glacier Sales and Investment Channel (sales volumes, investment education and training, marketing and client services – administration)
• Implementing an Intermediary support model to facilitate effective and efficient support between the Channel, the Broker and the various Sanlam Group product providers
• To supply accurate investment, product, fund, service’s and investor information
• To train and develop the Intermediary’s and Intermediary’s support staff
• To support investment projects and campaigns (marketing support)
• To participate in investment product implementation (presentations, product development & client service support)
• To facilitate or identify Intermediary needs – technology, reporting and developing a profitable practice
• To manage the Business Development Coordinator    
• To co-ordinate and maintain effective SLA’s with all relevant stakeholders
• To ensure adherence to all regulatory requirements (e.g. FAIS, FICA)
• To train and facilitate the use of Glacier’s digital strategy/tools such as the Web and Investment Hub.

Qualifications and experience

• Relevant financial / investment qualification (Financial tertiary qualification on Honours level is recommended)
• CFP is recommended 
• Supporting and developing of intermediary (IFA) practices
• Proven Sales related success and track record
• Technical knowledge about retail investments, retail investment industry and trends
• Valid drivers’ license and own reliable vehicle

Qualification and Experience

• Degree or Diploma with 6 to 8 years related experience.

Knowledge and Skills

• Technical advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Business plan development and implementation

Closing Date: 6th, June 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

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

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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 and experience  

• Grade 12 

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 

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What will you do? 

• To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.  
• To work in allocated key accounts and allocated markets.
• To offer customer service to Sanlam clients.
• To arrange appointments with potential customers within Key Accounts and Allocated Markets.
• To update and inform customers and client public of our new products.

Qualification and experience 

• Matric (grade 12) or NQF level 4 
• RE5 an advantage
• Clear Credit and Criminal records
• FAIS Compliance
• At least two years’ work experience within sales or marketing

Technology requirement

• A smartphone that is compatible with the latest technology, i.e. Android or Apple

Personal qualities 

• Client Service Orientation
• Ability to influence client decision
• Confident decision maker
• Great business acumen
• Adhering to principles and values
• Analytical
• Proactive
• Ability to cope with pressure and setbacks
• Exceptional interpersonal skills
• Trustworthy
• Detail-oriented
• Activity management

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What will you do?
Reporting to the Product Manager – Innovation and Growth, the successful candidate will be responsible for providing technical and research support to the Innovation and Growth team. This will involve product development and pricing support for Sanlam Emerging Markets Innovation and Growth initiatives as well as product and economic research across the countries that Sanlam Emerging Markets is active in. Success in this role will be measured by the candidate’s technical prowess with regards to excel modelling and prophet as well as the ability to do effective research on products, competitors and markets and generation of insights from the research.  

What will make you successful in this role?
Technical support

• Product modelling on Excel and Prophet
• Product pricing and profit testing of risk and savings products
• Experience investigations
• Setting product design features and assessing risks given market and regulatory requirements  
• Sensitivity analysis and estimating capital requirements
• Reviewing product admin system configuration

Documentation of results

• Developing product specifications
• Translating business cases into product specifications
• Compiling pricing notes for Statutory sign-off 

Research and strategy

• Research on the economic and demographic profiles of countries where our businesses operate
• Research on the products and technological solutions offered by competitors in the markets we operate
• Research on market trends and dynamics to help forecast future opportunities
• Collating research into easily digestible databases that can be used by businesses for decision-making
• Generating insights to drive product and solution design based on research findings

Qualification and Experience

• Actuarial student with good progress in exams
• Minimum 2 years work experience 
• Prophet experience is preferable
• Demonstrable research ability is preferable
• Proficiency in Microsoft Office (Word and Excel)

Personal Attributes

• Excellent verbal and written communication skills 
• Ability to work independently and meet deadlines
• Analytical and conceptual thinking
• Ability to multi-task 
• Creative, practical and innovative thinking 
• Willingness and eagerness to learn
• Systems thinking
• Manage complexity
• Adaptability and flexibility with different business and national cultures
• Excellent customer orientation and client service ethics
• Strong personal integrity and values driven work ethic

Core Competencies

• Cultivates Innovation
• Client Focus
• Drive Results
• Collaborates
• Flexibility and adaptability

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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

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

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What will you do?
To develop and implement marketing and communications strategies to support the growth of the Sanlam Health Business across Retail and Corporate markets.  This role provides support to the Sanlam health product specialists and distribution channels through understanding the Sanlam health market and client needs; developing suitable messaging and marketing materials; and working across a wide array of internal and partner stakeholders to ensure alignment of messages, brands and campaign outcomes

Key Responsibilities
Marketing and Communications Strategy development and implementation

• Develop the integrated Retail and Corporate Health Marketing and Communications strategy across all key internal and external channels including Retail and Corporate clients and brokers as well as Sanlam advisors.
• Ensure the marketing communication mix across traditional and digital channels is optimized across client segments to achieve strategic objectives.
• Manage implementation of strategies, leveraging internal and external partners/agencies and resources where necessary.

Content development and management

• Develop marketing and communications content to support the Health Marketing and Communications plan, including sales support material and brochureware
• Analyse and segment databases to ensure internal and outbound marketing communications are precisely targeted and highly personalised where required 
• Liaise with agencies and internal support specialists within Sanlam’s brand, marketing, communications to package content in line with existing Sanlam CI and brand messages
• Liaise with Sanlam intermediary and client support specialists to enable effective targeting and distribution of communications across Retail and Corporate audiences

Campaign and Event Management

• Plan and develop lead generation and promotional campaigns in conjunction with key partners to promote specific sales objectives within Health
• Oversee delivery of campaigns within relevant timeframes
• Track and report on campaign outcomes against key objectives
• Organise key broker and client events

Website and Digital Ecosystem Oversight

• Curate health content on Sanlam websites, client portals, advisor portals
• Work closely with Sanlam CX team and Afrocentric partners to provide ongoing input into the Health client and user experiences within the digital ecosystems created by both parties
• Align experiences with broader health messaging and ensure continuity in overall experience of a Health client moving between ecosystems

Reporting

• Report against marketing and communication strategic objectives, campaign targets, and key reach/influence/client indicators

Stakeholder Relationship management

• Relationship building and management within the Sanlam Group (specifically the Sanlam Corporate Wellness Owner, Head of Retail Health, Sanlam Retail and Corporate Marketing and CX teams and SanlamConnect Intermediary and Client Engagement);  
• Sanlam’s Afrocentric partners (specifically Afrocentric Corporate Solutions, Afrocentric Distribution Services and the marketing teams supporting the partner medical schemes); 
• Various marketing agencies and service providers supporting delivery

Market, Product & Competitor Knowledge

• Have / maintain a good understanding of the Health CVP and product suites within Sanlam Retail and Corporate environment and develop / maintain a broad understanding of complementary products / services within the Sanlam Group.
• Have / maintain an in-depth knowledge of marketing and communications trends and approaches in the market
• Remain aware of competitors in the market, providing ongoing input on how best to differentiate and position Sanlam Health’s Retail and Corporate offerings

Qualification and Experience

• Relevant tertiary marketing/sales/communications qualification
• At least 8 years’ experience in a Marketing/Communications role
• At least 7 years previous experience in marketing Medical Schemes and other Health/Wellness solutions 
• Exposure to and familiarity with the Corporate health and employee benefits industry

Knowledge and Skills

• Excellent ability to develop marketing and communications strategies and delivery management of these strategies
• Strong foundation in the principles of brand marketing
• Digital and social media marketing proficiency
• Campaign strategy, planning and execution management
• Excellent writing skills and communication content delivery across digital and traditional channels
• Strong internal and external stakeholder communication and relationship building skills
• Comfort with competitor analysis, data analysis, client profiling and segmentation
• General knowledge of Health & Wellness products & regulatory environment

Core Competencies

• Cultivates Innovation by creating new and better ways for the organisation to be successful.
• Client Focus - Building strong customer relationships and delivering customer-centric solutions.
• Drives Results - Consistently achieving results, even under tough circumstances.
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
• Resilience - Rebounding from setbacks and adversity when facing difficult situations.

Behavioural Competencies

• Professional profile
• Excellent writing skills
• Effective time management skills
• Self-motivated with a strong focus on delivery
• Conceptual thinking skills 
• Must be able to work under pressure, individually or as member or a team

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What will you do?
This is a senior management position that reports directly to CEO: MWL and serving on the EXCO. This role is accountable for co-creating, maintaining and executing the underwriting and claims philosophy/strategy, and ensuring best practices and processes within MWL. 

Key responsibilities include: 

• Co-create and maintain the U&C philosophy strategy for MWL 
• Create and enforce U&C best practices and processes in the business 
• Form part of the EXCO team that takes collective accountability for the leadership of MWL including management and sustainability of the business 
• Drive a values-based culture of high performance through present and courageous leadership ensuring that MWL is agile, and structured and set up correctly to function effectively and adequately resourced to meet goals/targets 
• Enable sales with robust underwriting advice and support 
• Manage claims assessments and processing and continually evaluate underwriting operations and practices 
• Undertake required U&C reporting and forecasting 
• Manage the U&C budget 
• Stakeholder relationships 
• People management (Team Leader) 

What will make you successful in this role?
Qualification & experience :

• Grade 12 but a business or commerce degree/diploma is preferred 
• 5 years+ underwriting and claims experience 
• 5 years+ experience in a direct selling operation (financial services) 
• Team management experience 

Knowledge and skills:

• IT:
• MS: Office (Excel, Word, PP, Outlook) 
• MIS 
• Thought Express 
• X Mind

Business:

• Financial services industry knowledge 
• Financial services product knowledge 
• Relevant regulatory legislation and compliance knowledge 
• Policy contracts governances, clauses, cover 
• Business planning and strategy 
• Claims and assessor principles, processes and governances 
• Underwriting rules, questions, processes and guiding principles (advanced) specific to the Direct to client channel 
• Client engagement processes 
• Medical/health assessment indicators and metrics 
• Call Centre and Sales processes 
• MIS and Reporting 
• Quality and Risk monitoring processes 
• Budgets and Expense Management 
• People Management 
• Systems and Process maintenance 
• Project Management 

Personal attributes:

• Cultivates innovation
• Client focus
• Drives results
• Collaborates 
• Flexibility and adaptability 
• Business insight 
• Directs work 
• Plans and aligns 
• Financial acumen 
• Decision quality 
• Optimises work processes 
• Aligned to the business values 

Qualification and Experience

• Degree or Diploma with up to 10 years related experience.
• Knowledge and Skills
• Manage strategic claims process
• Estimate management and review
• Risk management
• Settlement management in accordance with claim policies
• Employee management and leadership

Closing Date: 30th, 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

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 engage digitally 
• Ability to make decisions.
• Initiative and innovativeness.
• Planning and organizing.
• Achievement orientation.
• Negotiation skills.
• Coaching and enabling skills

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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

• 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.
• Consistently striving to engage with clients in honest, committed, considerate and receptive manner to drive company values.
• 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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What will you do?
This position will be responsible for the preparation and processing of supplier invoices, payments and creditor reconciliations.  This role is furthermore responsible for ensuring that all vendor invoices received are validated and accurately recorded and that vendor queries are resolved. 

What will make you successful in this role?

• Invoice capturing and processing
• Ensure all required monthly processing is completed within the agreed Service Level Agreements (SLA’s)
• Capture and and process vendor invoices within SAP, including:
• Scan invoices using the enterprise scanner and ensure all details are captured accurately and saved on the system in the correct format ready for distribution to the Accounts Payable team for further processing
• Manually capture invoices on the system for any missing information from the OCR process or information captured erroneously
• Prepare invoice entry with no purchase order if it has been determined that the invoice should not carry a purchase order and ensure the correct process to raise this invoice has been adhered to  
• Create credit memos in instances where the supplier is required to re-issue an invoice and ensure the process has been followed correctly
• Edit invoices when a request to re-work is received from the Cost Centre Manager and submit the edited invoice for further approval
• Post invoices on the system once it has been approved by the relevant staff and ensure that it is available for any addition to a payment proposal 
• Edit Down Payment requests if the invoice requires to be re-worked and submit the edited invoice for further approval by the relevant parties
• Capture invoices on the system and ensure timely submission for processing and approvals
• Capture vendor details electronically and ensure that the vendor details are up to date
• Request updated invoices and ensure that processing has been completed and filed 

Relationship

• Work collaboratively within Accounts Payable to ensure vendors are paid on time
• Work collaboratively with customers and other Business Units resolve vendor queries
• Work collaboratively with Operations teams to resolve purchase order issues
• Work collaboratively with Procurement

Qualification and Experience

• Advanced Diploma in Commerce, Accounting, Finance or relevant field from a recognised institution
• 1 year of solid understanding of basic accounting principles, procurement and payables knowledge
• 1 year in-depth knowledge and understanding of procurement and payables accounting principles and accounting software
• 1 year experience with relevant financial management systems
• 1 year functional knowledge in AP and Procurement System / ERP experience

Behavioural Competencies

• Demonstrate ability to manage different levels of complexities in a timely manner
• Must be action oriented
• Must have good interpersonal skills
• Demonstrate good planning skills
• Must be a fast learner
• Should demonstrate resilience
• Must be quick to understand Sanlam operations as well as the technology used

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What will you do?
This role is responsible to support the accurate, timely and complete execution of postings, monitoring and archiving of transactions in Accounts Receivable as per applicable set guidelines. 

What will make you successful in this role?

• Payment Processing
• Assist with extracting Debtors Age Analysis reports to determine the debtors that are overdue for payment, by how long and the different values available on the system for each debtor
• Make follow-ups with the clients, through calls and emails, on any outstanding debts, prioritising on the age and size of the debt, and ensure all dunning notices have been responded to appropriately
• Perform manual clearing of payments once the payment has been matched to the customer invoice on the system and ensure the invoice has been cleared correctly for payment
• Raise a payment on the customer account to post the correct bank statement amount on the debtor balance and to ensure accurate payment is processed by the debtor
• Allocate payments to the invoices on the system to allow for a payment to be reconciled against the invoice and ensure there are no inaccurate clearing of incoming payments being performed
• Carry out investigations on what invoice relates to what payment on the system and follow up with the customers to ensure accurate allocation of payments
• Conduct frequent checks on open balances on the system to ensure all details on the debtor accounts are up to date and there are no outstanding payments
• Perform intercompany postings
• The Accounts Receivable clerk will be required to investigate which invoices the payment relates to by calling the respective customer to obtain feedback on which invoices the payment relates to or by identifying the invoices and matching them to a specific customer account

Relationship

• Work collaboratively with Accounts Payable to ensure vendors are paid on time.
• Work collaboratively with the Account receivable to communicate reasons for unpaid client invoices.
• Work collaboratively with General Accounting teams to understand purchase order issues.

Qualification and Experience

• Advanced Diploma in Commerce, Accounting or Finance or relevant field from a recognised institution
• 1 year of solid understanding of basic accounting principles, fair credit practices and collection regulations
• 1 year knowledge and understanding of accounts receivables, payment applications and invoicing
• 1 year experience with a relevant financial management system
• 1 year in-depth knowledge of credit authorisations, billing and collections procedures and practices

Behavioural Competencies

• Demonstrate ability to manage different levels of complexities in a timely manner
• Must be action oriented
• Must have good interpersonal skills
• Demonstrate good planning skills
• Must be a fast learner
• Should demonstrate resilience
• Must be quick to understand Sanlam operations as well as the technology used