Hot Jobs at Sanlam -(17 Position)

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.

Class of Business (COB):
Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Financial Advisor.

Qualification & Experience

• FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.
• 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

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?
The incumbent is responsible for overseeing revenue recording (incl. sales and other income) and ensuring accurate, timely and completeness of invoicing  in accordance with established policies and procedures. 

What will make you successful in this role?

• Manage payments and revenue recording
• Create down payment requests to specify the down payment parameters/details which will ensure a link to the specified invoices required for payment on the system 
• Display down payment request to review that the down payment has been captured accurately and ensure any changes required to be made on the invoice are done 
• Post down payments for them to be applied to the specific invoice affected within the sub-ledger and ensure timely posting for payment preparation
• Update the accounts receivable balance with the corresponding intercompany loan transaction and ensure they are posted correctly on the system in a timely manner
• Ensure payments are accurately allocated to corresponding invoice
• Extract debtor age analysis and do follow ups with clients on open balances
• Clear open items to a customer account manually by matching the relevant payments to the invoice and ensure reconciliation of the payments are accurately completed

Relationship

• Work collaboratively with other departments to ensure accurate client billing information.
• Work collaboratively with Accounts Payable for potential set-off.
• Work collaboratively with other Business Units to resolve queries which are hampering collections.
• Regular coordination and discussion ​​with the other Business Units to resolve customer issues.

Ensure quality and optimisation

• Review activities executed by the Accounts Receivable Clerks to ensure the quality of service delivery.
• Make recommendations to improve quality of invoicing procedures.
• Identification and implementation of optimisation measures (e.g. standardisation and automation of processes).
• Investigate, resolve and report on customer queries.

Qualification and Experience

• Bachelor’s degree in Commerce, Accounting or Finance or relevant field from a recognised institution

Knowledge and skills

• 3 years of solid understanding of basic accounting principles, fair credit practices and collection regulations
• 2 years in-depth 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

Personal Attributes

• Demonstrate ability to manage different levels of complexities in a timely manner
• Demonstrate high decision-making ability
• Must be action oriented
• Must be resourceful to the team
• Ensure accountability 
• Must have the ability to drive results
• Must ensure collaboration within the team 
• Should demonstrate resilience

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What will you do? 

This role is responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ ensuring they are retained, competent and productive as quickly as possible.

Supervision and management of financial advisers during first 24 months of employment encompassing the following outputs:

• Activity, productivity and performance management of newly appointed advisers
• Up skilling newly appointed advisers on products, technical knowledge, systems, processes, compliance, legislation, etc.
• Focused Coaching and Vesting to ensure that the FA undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity.
• Focused Development of FA’s in the different market segments i.e. Estate Planning, Investments, etc.
• Recruitment of Financial Advisers
• Sourcing and vesting new advisers in Key Accounts

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

• Matric
• Wealth Management /Financial Planning qualification
• FAIS i.e. RE 5 & 120 Industry Credits
• CFP would be an advantage
• Management/Coaching Diploma would be advantageous
• Marketing & Sales experience in the financial services industry.
• 3 – 5 years’ experience as a Financial Adviser /Planner  in the middle to affluent market segment (proven track record)
• Experience in mentoring/vesting of advisers
• Previous management role would be advantageous
• COB and CPD points

Knowledge and skills 

• Financial Services Industry and product knowledge (Sanlam and/or competitors) 
• Legal technical Knowledge (financial advice related and product related), 
• Financial/Assurance products (broad and background)
• Management & developmental skills to manage/coach staff
• Relevant regulatory, legislation and compliance knowledge (FAIS accredited)
• Marketing/selling knowledge/skills (including 6 step sales cycle)
• Activity and performance management
• Fit & proper from a FAIS perspective to act as supervisor

Personal Qualities 

• Cultivates Innovation
• Client Focus
• Drives Results
• Collaborates 
• Flexible and Adaptable
• Drives Vision and Purpose
• Business Insight
• Directs Work
• Decision Quality 

The closing date for applications is 18th, March 2022

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What will you do?

• Execution and monitoring of client trades, on behalf of portfolio managers, on the JSE and other securities markets
• Execute orders for non-discretionary clients and achieving consistently good trade pricing in line with client instructions
• Trading equities, unit trusts (local and offshore) and executing FX transactions
• Reporting of trades to the Portfolio Managers and Clients
• Overseeing trade process from execution to settlement – local and offshore
• Participation in the branch’s investment process and generating client orders for discretionary accounts with regard to buy levels
• At the request of Portfolio Managers; ad-hoc measurement of the internal rate of return, and/or deviation of client portfolio’s against model portfolio

Qualification and Experience

• Bachelor’s degree or equivalent
• Registered persons and traders exams required
• An understanding of Stock-broking and trading environment
• Knowledge and skills
• Previous experience within Private Wealth industry will be advantageous
• Working knowledge of X-Plan / BDA / Hermes an advantage
• Fully bilingual (English and Afrikaans)
• Computer literacy [MS Office]

Personal Qualities

• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results

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What will you do?

Assessing disability claims for validity taking into account the medical/clinical information, the job requirements and the policy contract. Case managing claimants through interaction with stakeholders aimed at facilitating successful return to work. Working closely with the administrative team and collaborating with internal stakeholders to ensure excellent client service.

Key Responsibilities

• Assess medical and contractual validity of disability claims
• Proactive case management of income disability claims in terms of the business strategy
• Communicate and liaise with internal and external clients, claimants, medical professions, service providers and intermediaries
• Support the actuarial team and offer input on claims issues
• Administration such as recordkeeping, summarising information, communication to clients and updating systems

Qualification and Experience

• B.Sc. Occupational Therapy or Physiotherapy or qualified Nursing Sister with relevant registration 
• At least 3years experience in disability claims assessment (employee benefits or individual life)
• Computer proficient with Microsoft Office Excel, Word, Powerpoint, Word and Outlook

Knowledge and Skills

• Excellent interpersonal skills
• Good verbal and written communication skills
• Well executed report writing ability
• Ability to find solutions related to the probable cause
• Comprehensive understanding of occupational risk and demands
• Understanding of medical conditions and their implications on functional ability and work competence

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 and meets deadlines, 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

• Excellent interpersonal skills
• Good verbal and written communication skills
• Well executed report writing ability
• Ability to find solutions related to the probable cause
• Comprehensive understanding of occupational risk and demands
• Understanding of medical conditions and their implications on functional ability and work competence

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What will you do?
Responsibilities include assisting with internal control and liaison with external auditors.  Assists with preparing audit working papers ensuring that the necessary information required for the audit has been obtained and reports weaknesses and shortcomings to Senior Internal Auditor.

What will make you successful in this role?

• Execute audit assignments independently in specialist technical and general controls areas. Taking full responsibility for assignment planning, fieldwork, reporting and client interaction / client relationship management.
• Supervision of audit engagement teams (Junior IT Auditors) ensuring that audit engagements are completed according to predefined audit schedules and deadlines.  Taking full responsibility for team setup, supervision and review and sign off of audit deliverables and workpapers.  Including staff performance appraisals per assignment.
• Assist with control effectiveness reviews (CER’s) for key IT Processes covered as part of the General Control Audits conducted across the Sanlam Group, including the following: 
• Confirm the effective working of internal controls by execution of the audit program.
• Obtaining the relevant audit evidence to complete the effectiveness testing (with the assistance of the Audit Specialists).
• Documentation of audit work / completion of audit work-papers and electronic audit files.
• Preparation of a draft list of audit observations and reports.

Technical Security Reviews - Perform technical security reviews on key server and database technologies supporting the key business applications, including the following:

• Interpretation of audit evidence and technical script output.
• Completion of the audit program and electronic audit file.
• Preparation of lists of outstanding issues or areas that require investigation / discussion with Management.
• Preparation of a draft technical report.
• Assist Senior IT Auditors and Audit Specialists with ad-hoc audit reviews and internal operational processes such as audit observations management and data clean-up, knowledge management and research initiatives within the team and department.
• Timely delivery of audit assignments while adhering to the Sanlam Internal Audit methodologies and quality requirements. 
• Draft audit reports discussed and agreed with Management, with appropriate comments and target dates obtained.

Qualifications and Experience

• National Diploma in Internal Audit or Financial Information Systems OR B Comm. (Information Systems) OR National Diploma in Information Technology.
• A minimum of 1-2 years related experience in an Internal or External Audit environment.

Knowledge and Skills

• Understand and comply with the IIA standards on fieldwork.
• Basic knowledge of audit techniques and principles.
• Basic awareness of business processes.
• Understands the importance of using technology in the audit process.
• Assists with preparing audit working papers and audit reports.

Closing Dates: 24th, March 2022

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What will you do?
Responsible for systems process analysis, design and simulation. Conducts mapping sessions with business units to facilitate process enhancement and change in terms of business strategies. Has good understanding of organisation's business systems. Focus is on process analysis and re-engineering, with an understanding of business and technical problems and solutions as they relate to the current and future business environments. Facilitates quality improvement interventions and makes recommendations. Ensures communication with all stakeholders in respect of changes to business systems and processes.

What will make you successful in this role?
Job purpose

Glacier established an internal consultancy business that supports the business with Strategic Projects, Mergers & Acquisitions. The function is responsible for assisting the various business divisions through all stages of the process which include identifying the necessary initiatives, conceptual designs, target operating models and business cases to help achieve the strategic goals.

Key outcomes

The following will be expected from the Business Consultant:

• Analyse the Glacier business growth strategy and identify suitable initiatives and solutions to align and realise the strategic intent
• Drive innovation initiatives and investigations to find suitable alternatives to business challenges

Develop conceptual solutions and alternatives for solving key business problems. This typically covers areas such as:

1. Understanding key business drivers and KPI’s
2. Strategies to realise desired outcomes
3. Target operating model and capability requirements
4. Staff and budget impacts 
5. Alignment with Retail Affluent & Glacier’s strategy and business architecture
6. Assist in developing Business Cases and Benefit Realisation Plans where required
7. Continuous engagement and collaboration across all parties affected by the project, merger or acquisition.
8. Change management support
9. Support in the preparation and implementation of strategic initiatives

Qualifications and Experience

• Degree or diploma, preferably business or IT related
• Business Analysis qualification or equivalent will be to the candidate’s advantage
• Experience in Financial Services will be to the candidate’s advantage
• Experience in Mergers & Acquisitions will be to the candidate’s advantage

Competencies 

• Client focused
• Collaborates
• Cultivate innovation
• Drive results
• Be resilient
• Attention to detail
• Strategic mindset
• Persuades
• Plans & Aligns
• Decision Quality

Attributes

• Honesty, Integrity and Respect 
• Positive, enthusiastic attitude

Qualification and Experience

• Degree or Diploma and the required Certification with 8 to 10 years related experience.

Knowledge and Skills

• Systems process analysis
• Business requirements
• Business process mapping
• IT governance, compliance and quality improvements
• Technologies

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What will you do?
The SAP Internal Financial Controls (IFC) Senior Analyst role will be responsible for supporting the Head of SAP Internal Financial Controls in managing and delivering an efficient financial control environment for SAP S/4 HANA and related finance systems, with a focus on centralisation, standardisation, automation, and optimisation of financial control processes. 
The GRC CoE acts as a second line of defence in support of Business Units’ own financial control environments.
The incumbent will partner with the Head of GRC and Business Unit Heads to promote adherence to agree upon financial control processes.  This role will furthermore be to support for the identification and reporting of deficiencies and recommendations on how this can be addressed.

What will make you successful in this role?

• GRC Strategy Development for SLS
• Support the Head of SAP GRC in the development of the IFC strategy for SLS to ensure greater compliance to required standards.
• Support various strategic initiatives ensuring greater compliance and awareness in support of realising the IFC strategy.
• Financial Risk and Controls Support
• Act as second line of defence in the design, implementation and management of control processes and documentation​ by:
• Supporting management in the identification, design and implementation of financial risk and controls through normal business as usual (BAU) operations and transformation initiatives (change in people/process/technology).
• Documenting identified financial risks and controls in a risk and control matrix.
• Defining and maintaining standards used to document financial risks and controls.
• Assist control owners and control performers in business and IT with walkthroughs of controls
• Maintaining the SAP Access Control ruleset to reflect the key access controls identified by business.
• Optimisation
• Continue to identify, design and implement optimisation opportunities in the financial control environment through innovation and automation.

Support SAP GRC Solution 

• Support the management and delivery of key financial controls through SAP Access Control 12 and Process Control 12 applications:
• Schedule SOD Review workflows to risk owners
• Maintain User Access review process in SAP Access Control
• Maintenance of Access Control custom ruleset at conceptual and permission/action level
• Run and interpret Access Risk Analysis reports and provide assistance to identify remedial actions
• Document and maintain the risks, controls and control owners in the repository (Process Control)
• Defining and documenting manual control procedure steps
• Regular review of access (UAR) and mitigations against the access risk ruleset (periodic) with root cause analysis
• Following up on escalation workflows for configuration control changes
• Creation/testing of new automated business rules and assignment to controls
• Monitor dashboards and investigate control exceptions
• Actively monitor control deficiencies and remediation plans providing assistance to control owners
• Provide Internal Team Training
• Provide training for control performer and control owners in SAP Process Control
• Stakeholder Integration
• Support the Head of SAP GRC to operate as liaison between Business Unit management (first line of defence) and key stakeholders that include Internal Audit (3rd line of defence) and External Audit (4th line of defence).

Qualification and Experience

• Bachelor’s degree in risk and compliance management, finance, audit or relevant field from a recognised institution.
• Professionally accredited from a recognised industry body as a Certified Information Systems Auditor (CISA) or a Certified Internal Auditor (CIA) or Chartered Accountant (CA) is an added advantage.
• SAP certification is an added advantage.

Knowledge and Skills

• 3 Years’ experience in external or internal auditing. Training will be provided on the SAP technologies where required
• 3 years in-depth knowledge of internal financial controls.
• Functional experience in SAP Access Control, and SAP Process Control will be an added advantage
• Functional and basic Audit or internal financial controls experience in SAP environment (S/4HANA) is an added advantage
• technical understanding of SAP Fiori is an added advantage.
• Functional and basic technical knowledge and understanding of S/4HANA Security is an added advantage.

Personal Attributes

• Must be customer focused.
• Should have the drive to cultivate innovation.
• Must have the ability to drive results.
• Must be able to perform well in a team, to collaborate. 
• Must be able to coach junior team members
• Should demonstrate resilience.
• Must be tech savvy.
• Must have the ability to communicate effectively.
• Should ensure accountability from all teams and stakeholders.

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What will you do?
The Assistant Accountant will be responsible for product accounting and - costing, as well as MIS information.

What will make you successful in this role?

• Accounting function of Glacier International (monthly provisions and reconciliations, payment approvals, analytical reviews of income and expenses, uploading bank statements manually and monitoring bank accounts)
• Accounting function of Glacier international (monthly provisions and reconciliations, payment approvals, analytical reviews of income and expenses and monitoring bank accounts/repatriating profits).
• Completion of VNB file which is submitted to Sanlam actuarial (includes detailed product information, expense/income allocations and reconciliations to Income Statement)
• Timeous completion of inputs to be included in monthly management report.
• Completion of Ad-hoc requests and involvement in projects.

Qualifications and Experience

• At least 2 years’ experience within the Financial Services industry/ linked product industry in a similar role
• A financial related qualification will be an added advantage 

Competencies

• Technical and Business Knowledge within financial services industry 
• Numerical Skills (attention to detail/ quality orientation)
• Judgement/ Problem-solving and analysis
• Impact and Influence
• Performance driven 
• Initiative
• Teamwork/ability to function independently 
• Client Service Orientation
• Ability to work under pressure
• Computer Skills (MS EXCEL ADVANCED and SAP as an advantage)

Attributes

• Positive, enthusiastic attitude 
• Teamwork
• Ability to work under pressure
• Honesty, integrity and respect
• Self-starter and self confidence

Qualification and Experience

• Degree or Diploma with 2 to 3 years related experience.

Knowledge and Skills

• Recording of financial Transactions
• Reconciliations and query resolution
• Compliance with SOP's and SLA's
• Authorisation of transactions within mandates

Personal Attributes

• Manages conflict - Contributing independently
• Demonstrates self-awareness - Contributing independently
• Optimises work processes - Contributing independently
• Action orientated - Contributing independently

Closing Dates: 15th, March 2022

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What will you do?
Guided by Architecture and a Technical Team Lead you will be responsible for establishing new technology components and reusable solution patterns that can be leveraged by business facing development teams in their day-to-day solutions. You will constantly be developing and setting new principles, standards, processes, procedures and guidelines for the wider BI community.

You should be able to communicate technical information to technical teams, as well as be competent in communicating challenges and solutions to project and operational leadership. An understanding of data management solutions and a keen sense of the strategic value of information to an organisation will be of importance. You will also be responsible for developing data warehousing blueprints, evaluating hardware and software platforms and integrating systems; translating business needs into long-term architecture solutions. 

What will make you successful in this role?

• Ability to define a structured approach to problem solving and delivery against it. 
• Ability to create design standards, patterns and principles. 
• Ability to define a structured approach to problem solving and delivery against it. 
• Creation of role specific design standards, patterns and principles. 
• Data management, development and modelling.
• Engage with a wide range of technical stakeholders including data scientists, business analysts, data engineers, database administrators and solutions architects.
• Mentor Junior Full Stack Developers.

Qualification

• Bachelor’s degree in Computer Science, Statistics, Informatics, Information Systems, Engineering or another quantitative field or,
• National Diploma in an Information Technology related discipline preferred

Experience

• 3 - 8 years related experience
• Application and data engineering background with a solid background in SQL is required
• Data architecture design and delivery experience preferred
• Experience in 3 or more of the following areas are required:
• Database technologies (e.g. SAP Hana, Teradata or similar) and database development (Views, Functions and Stored Procedure development)
• Hadoop components including HDFS, Hive, Spark, Oozie and Impala
• Object-oriented/object functional scripting languages: Python, Java, Scala or related
• ETL tools (e.g. SAP Data Services)
• Event/Streaming based data pipelines (e.g. Kafka or Nifi)
• Data warehousing (Kimball and Data Vault patterns are preferred) and dimensional data modelling (OLAP and MDX experience)

Knowledge and Skills

• IT Data Analysis
• Project Oversight
• Reporting and Administration
• Quality, Compliance and Accreditation
• Business Requirements Definition
• Technologies

Personal Attributes

• Manages complexity - Contributing independently
• Optimises work processes - Contributing independently
• Organisational savvy - Contributing independently
• Plans and aligns - Contributing independently

Closing Dates: 28th, March 2022

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What will you do?

• Selling products telephonically
• Achievement of sales targets and objectives
• Adherence to Quality and Compliance processes to minimize business risk
• Manage your quality & compliance against benchmarks to minimize business risk, with the client in mind
• Maintain optimal operational efficiencies based on productivity measures
• Adapt and change to fit in with changing business operational requirements
• Resolve complaints and objections
• Build and maintain good client relationships
• Managing information regarding new products, rate changes, rulings, training updates etc.
• Keep abreast of developments and trends in the Industry – self learning
• Ensure commitment to the FAIS Fit & Proper qualification requirements

What will make you successful in this role?

Qualification & Experience

• Grade 12 or a relevant NQF 4 qualification
• 2 years’ experience within a Sales Outbound Call Centre, or at least 2 years’ face to face sales experience (with targets attached to the sales)
• Financial services experience (advantageous)

Knowledge and skills

• Good understanding of Financial Services Industry related legislation and regulation
• Understanding of sales processes and servicing industry
• Outbound Sales experience is required
• Fluency in English and one other South African official language
• A clear criminal and credit record
• Commitment to the FAIS Act and meeting Fit & Proper qualification requirements
• Willingness to work overtime

Personal Qualities

• Selling skills
• Computer literacy
• Communication
• Planning and organising
• Building and maintaining relationships
• Treating Customers Fairly 
• Results Driven/Achievement orientated
• Continuous learning
• Tenacity

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently

Closing Dates: 14th, March 2022

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What will you do?

Guided by Architecture and a Technical Team Lead you will be responsible for establishing new technology components and reusable solution patterns that can be leveraged by business facing development teams in their day-to-day solutions. You will constantly be developing and setting new principles, standards, processes, procedures and guidelines for the wider BI community.

Communicate technical information to technical teams, as well as communicating challenges and solutions to project and operational leadership. An understanding of data management solutions and a keen sense of the strategic value of information to an organisation will be of importance. You will also be responsible for developing data warehousing blueprints, evaluating hardware and software platforms and integrating systems; translating business needs into long-term architecture solutions. 

What will make you successful in this role?

• Ability to define a structured approach to problem solving and delivery against it. 
• Ability to create design standards, patterns and principles 
• Ability to define a structured approach to problem solving and delivery against it. 
• Creation of role specific design standards, patterns and principles 
• Data management, development and modelling
• Engage with a wide range of technical stakeholders including data scientists, business analysts, data engineers, database administrators and solutions architects.
• Mentor Junior Full Stack Developers

Qualification and Experience

• Bachelor’s degree in Computer Science, Statistics, Informatics, Information Systems, Engineering or another quantitative field / National Diploma in an Information Technology related discipline preferred
• 3- 8 years related experience
• Application and data engineering background with a solid background in SQL is required 
• Data architecture design and delivery experience preferred

Experience in three (3) or more of the following areas is required:

• Database technologies (e.g. SAP Hana, Teradata or similar) and database development (Views, Functions and Stored Procedure development)
• Hadoop components including HDFS, Hive, Spark, Oozie and Impala
• Object-oriented/object functional scripting languages: Python, Java, Scala or related.
• ETL tools (e.g. SAP Data Services)
• Event/Streaming based data pipelines (e.g. Kafka or Nifi)
• Data warehousing (Kimball and Data Vault patterns are preferred) and dimensional data modelling (OLAP and MDX experience)

Skills

• IT Data Analysis 
• Database Knowledge and Monitoring 
• Data Security 
• Risk Management 

Closing Dates: 28th, March 2022

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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
• 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?

Key Responsibilities: 

• Administration of Retirement Funds and maintenance of member level transactions across functional systems and functional areas within SEB Core. (Identify/process/record/report). 
• Processing of switches according to the Life Stage model
• Processing of member requests to switch his/her assets in a new selection of investment portfolios
• Checking if switch requests are valid and verify if the portfolio options selected are valid
• Determine if a switch request is costed or free
• Verify member’s portfolio value before and after a switch was processed
• Generate and verify switch letters before sending to the member
• Building of excel files according to requirements
• Adhere to service level agreements. (Internal and external.)
• Adhere to internal controls and procedures in place.
• Professional verbal and written communication and reporting to clients. (Internal and external)
• Investigate, resolve and respond to internal and external client queries in a professional and effective manner. (Verbal and in writing)
• Investigate, resolve and respond to ad hoc operational requirements. (Verbal and in writing.)
• A thorough understanding of and compliance with the Pension Fund Act, Fund Rules and Income Tax Act and any other relevant legislative requirements.
• Maintain relationships with internal departments. 

What will make you successful in this role?

Qualification & Experience

• Matric/Grade 12 with Mathematics
• Employee Benefits Experience
• Knowledge of transfers (ROT, Section 14, Section13B), Switches and Life stage portfolio runs will be an advantage.

Knowledge and Skills

• Previous retirement fund experience
• Certificate of Proficiency (COP) or an Introduction to Retirement Funds (IRF) qualification will be advantageous
• Proficiency in Ms Office (word, excel, power point)

Behavioral Competencies

• Strong attention to detail and proactive attitude
• Strong ability to organize and prioritize
• Excellent communication skills both written and verbal
• Results focused and displays energy when performing tasks
• Time management skills
• Ability to work independently
• Innovative and demonstrates initiative
• Ability to perform well under pressure and meet deadlines
• Inter-personally skilled
• Ability to collaborate and pull information together
• Following instruction and procedures

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What will you do?

Responsible for entire handling of death claims in terms of collection of all appropriate information, liaison, assessment, administration and the finalisation process. 

What will make you successful in this role?

• Record adjustments (e.g. asset in estate).
• Requesting information regarding outstanding requirements.
• Recommendations regarding claim decisions (legality of claim, premium position, fraud and distribution of Fund proceeds) to team leader and make own recommendations. 
• Preparation of Fund cases for Forum decision.
• Preparation of a finalised claim (payment and decline).
• Communicating decisions regarding the distribution of Fund proceeds. 
• Handling claimant enquiries.
• Administration of death claim proceeds for reinvestment (Sanlam New Business and other companies).
• Compiling summaries for Legal Department where legal input required.
• Requesting information and/or calculations from Actuarial, Policy Renewals and Policy Instalments.
• Recommend allocations regarding Fund death benefit distributions by (1) trace & identify dependants (2) equitable distribution among them (3) determine mode of payment and if payable to trust/guardian or direct to dependant.
• Draft summary for Section 37C Sub committee of the Board of Trustees when disagreements/complaints received. Summarise final decisions to provide to the Board of Trustees.  
• Draft letters when referring dependants/complainant to the Pension Fund Adjudicator.

Knowledge:    

• Knowledge of death claims process
• Managing and setting up emails
• Fund Legislation
• Product knowledge (individual life policies)
• Claims policy knowledge
• Financials enquiries

Skills:    

• Computer skills 

Qualifications:    

• Grade 12 (with Mathematics/Accounting)
• 3 years Degree/ Diploma

Experience: 

• 3 years Death Claims experience in Individual life & Employee Benefits 

Competencies: 

• Flexibility and adaptability
• Problem solving
• Influencing/Gaining commitment
• Communication Skills (written and verbal)
• Planning and organising

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What will you do?
Responsible for providing operational information technology security support to ensure that the organisation is not compromised in any way. Conducts necessary housekeeping as required.

What will make you successful in this role?

• Logical Access Administration:

Service new requests to create, adjust  and remove users and access on the following environments:

• Microsoft Active Directory
• IBM Tivoli Identity Manager
• Sanlam Mainframe applications
• Santam Mainframe
• J.D.Edwards
• AJS
• Web-E
• Service requests to grant access to File Shares and Exchange
• Microsoft Exchange

Logical Access Incident Management:

• Investigate and resolve logical access incidents
• Document and report risks if incident points to a larger problem
• Escalate according to agreed procedures if risk is high

Project Interactions:

• Provide Information security requirements (related to logical access administration and review) to projects
• Support projects by testing administrative user interfaces and processes

Qualifications and Experience
Qualifications

• Grade 12
• MCSA/MCSE certification will be beneficial

Experience

• A minimum of 2 to 5 years Microsoft Administration experience (scripting, helpdesk type experience)
• Some IBM Mainframe experience will be beneficial
• Experience in logical access administration or a good understanding of information security principles (Security+) will be beneficial

Knowledge and Skills

• Security Auditing
• Business Requirements Definition
• Risk Management
• Security Compliance
• Business Processes

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Who we are?

Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.

We take particular pride in:

• Sanlam’s longevity and innovation
• People, teamwork and values
• A culture of diversity and commitment to growing our own timber
• Our robust, tested and proven pragmatic investment process and philosophy

Our local and offshore investment products cover the full investment spectrum: active and passive; single and multi-manager – both locally and internationally. Our active funds range are managed according to our pragmatic value investing style.

What will you do?

• Guided by Lead Analysts, this role will be responsible for sourcing and transforming a wide range of data across the business into formats that can be used by end users to develop differentiating business insights.
• We are looking for an individual with experience in using a variety of data tools, analysis methods and data visualization to turn data into actionable insights with demonstrable business impact.
• They will assist in specifying complex business rules using the specified toolsets to enable the data modelers to create complex analytical models. Hence, they need to understand and continuously seek to build knowledge of data and information. 
• The person fulfilling this role will not only analyse data models, but also test the outputs, investigate & troubleshoot data issues and devise solutions in line with best practice. A high competency in problem solving capabilities is thus essential. They should be able to communicate business information to technical teams, as well as be competent in communicating challenges and solutions to the team.
• An understanding of data management solutions and a keen sense of the strategic value of information to an organisation will be of importance.
• 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 create reports/dashboards.
• A unique opportunity to complement a small, high performance team in supporting Business Intelligence (BI) solutions for Sanlam’s Investment business. Support will be provided through data and systems analysis (incl. data issue investigation), required to deliver various business BI support requirements. 
• Key experience and knowledge capabilities required to successfully fulfill the role include translating business requirements into detailed technical requirements, advanced data management proficiency and systems analysis. 
• The Systems / Data analyst will translate the business analyst's requirements into actionable technical requirements required to support data assets.

What will make you successful in this role?

• Diploma/Bachelor Degree (Information Systems; Statistics; Data or Computer Science; Engineering) or equivalent (preferred but not essential)
• Functional experience in analytics, data visualisation or reporting
• 2-5 years of experience performing data /systems /information  analysis in a BI environment
• Knowledge of and experience with reporting packages
• Adept at queries, report writing and presenting findings for stakeholder use
• Experience working with data in various data sources and databases
• Ability to translate business requirements into non-technical terms
• Demonstrated experience in handling large data sets and relational databases with proven SQL skills
• Ability to comply to and manage data assets under strict governance framework
• Experience in agile development desired
• Business experience in financial services or financial asset management will be advantageous
• Ability to work with data profiling, data quality and reference data toolsets advantageous
• Knowledge of various toolsets such as SAP Hana Studio, SAP Data Services, Informatica Data Quality Suite, Cloudera big data storage and Microsoft Power BI will be advantageous.
• Proficiency in MS Excel

Qualification and Experience

• Degree or Diploma with 2 to 4 years related experience

Knowledge and Skills

• Business and Data Analysis
• Project Management
• Business processes and management of budget
• Project and resource management
• Business Processes and business requirements definition