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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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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:
- 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.
- 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.
- It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- RE 5 required from date of appointment
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 Sales Manager.
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
go to method of application »
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:
- 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.
- 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.
- It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- RE 5 required from date of appointment
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 Sales Manager.
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
go to method of application »
Broker Consultant: SanlamConnect Gauteng South Region is the distinctive hub of our business, central to driving investor flows and keeping our brand and national footprint as strong as it is. We are a dynamic, innovative and high-performance distribution channel, committed to the value of independent intermediated advice and to long-term relationships between brokers and their clients.
As an integral part of SanlamConnect Gauteng South Region, your primary focus will be to work with Brokers being the interface between themselves and SanlamConnect Gauteng South Region to reach business objectives in a dynamic, innovative and high performance business.
Output/Core Tasks:
Your success will come from:
- Promoting and marketing the company products
- Building strong relationships with brokers
- Providing efficient service
- Meeting and exceeding your targets
- Supporting brokers in their practices and assist them to grow their businesses.
What is in it for you?
- Unique remuneration structure that will see you well rewarded for your success
- Get to manage your own income
- Work with visionaries in the industry who value entrepreneurship and creativity
- Represent one of the top well-respected South African companies
- Be invested in and grow your talents
What will make you successful in this role?
Qualification and Experience
- Completed Business/Commerce/Marketing degree
- Preferably Post graduate diploma in Financial Planning/RFP3/Wealth/Management 3
- At least 1 year in the financial industry
- Goal and target motivated
- Sales and marketing orientation
- Natural relationship-builder
Knowledge and Skills
- To be successful you will need to demonstrate good experience in:
- The financial services industry, specifically in life insurance
- Marketing principles and sales skills in order to meet your targets
- Experience in third-party marketing
- Relevant regulatory legislation and compliance knowledge
Personal Qualities
- Cultivates innovation
- Client centricity
- Results-driven
- Collaboration
- Flexibility and adaptability
- Technical and Professional Knowledge
- Entrepreneurship
- Treating customers fairly (TCF)
- Decision-making
- Continuous learning
- Gaining commitment
- Work standards
- Adaptability
- Tenacity
- Initiative
- Communicate effectively in English and Afrikaans
- Impact
go to method of application »
What will you do?
This Human Resources Business Partner (HRBP) partners with Sanlam Retail Affluent businesses to execute the Human Resources Strategy, which in turn supports the business to achieve its strategic business goals. The role is accountable for collaborating with the relevant business Exco members, Senior Leaders, Managers and Employees to proactively identify and address people related needs and matters and to drive a healthy organisational culture. This position is on middle management level and is based in Cape Town.
What will make you successful in this role?
- Implementing the People Strategy within the relevant businesses, which encompasses Leadership & Culture; Workplace Diversity & Inclusion; Talent & Succession; HR Digitisation and HR processes like Recruitment & Selection, Performance Management, Employee Relations and Learning & Growth
- Supporting the business by understanding the context within which it operates
- Supporting the business through varying degrees of change (business and HR related)
- Provide guidance and advice to all levels of management on people-related matters
- Partner with line managers to identify needs and opportunities relating to the people and in support of achieving business objectives and managing risks
- Analyse HR data, identifying trends and reporting on key indicators
- People management
Qualification and Experience
- A relevant HR Degree
- 5 -7 years’ experience as an HRBP/HR Generalist
Knowledge and skills
- HR experience in the financial insurance or financial services environment is preferred
- Knowledge and understanding of South African Labour Relations and Employment Law
- Change Management experience
- Ability to integrate information
- Facilitation skills
- Coaching skills
- Presentation skills
- Experience working on Success Factors and/or SAP will be advantageous
Core Competencies
- Drives Results
- Collaborates
- Customer Focus
- Cultivates Innovation
- Resilience
Personal attributes
- Building and maintaining relationships
- Attention to detail
- Sound planning and organisational skills
- Excellent communication skills, both written and verbal.
- Decision making ability
- Strong sense of urgency
- High level of influence and credibility
- Able to work independently, as well as within a team
- Ensures accountability
- Self-motivated and able to work under pressure
go to method of application »
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:
- 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.
- 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.
- It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- RE 5 required from date of appointment)
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 Sales Manager.
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
go to method of application »
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.
go to method of application »
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:
- 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.
- 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.
- It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- RE 5 required from date of appointment)
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 Sales Manager.
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
go to method of application »
Job Purpose
The Client Service Consultant Operations – New Business will be responsible for the capturing of investment related instructions received from various stake holders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as providing excellent client services to all stakeholders at all times.
Key Outcomes
The following outcomes will be expected to be achieved by the Client Service Consultant Operations – New Business:
Verifying of Instructions received from various stakeholders
- Ensuring all instructions received comply with the business rules and legal regulations
- Liaising with all relevant role players e.g. intermediaries / clients / broker consultants, etc. to obtain any outstanding information / documentation or to clarify instructions received
- Inform the relevant role players via telephonic contact / faxes / email etc. in order to keep them updated on the progress of instructions received
- Ensure that Workflow system is updated at all times with progress
- Adhering to the relevant business processes
Capturing of Instructions
- Capture all valid instructions received timeously and accurately on our processing system
Reporting
- Ensure that you report suspicious activities timeously to the relevant Departments
- Reporting of service failures to the relevant Support Manager
Technical Care
- Training will be a combination of classroom and self-study and you must attend all sessions and complete the relevant assignments within the agreed timeframe
- Pass all your In-House Product and Process Assessments
- Ensure that you have a technical understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs
Protecting the Glacier Brand and building relationships
- Play a key role in fostering positive client relationships and the retention of clients
- Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency
- Adhoc tasks
- Client service project involvement as required
- Resolving queries received from various stake holders timeously
- Assist the Processing Floor where assistance is required
Qualifications and Experience
- Matric / Grade 12 (Essential)
- Relevant tertiary qualification (Advantageous)
- Linked Investment Service Provider experience (Advantageous)
- Ability to fully converse in English
Competencies
- Being Resilient
- Driving Results
- Cultivates Innovation
- Customer Focus
- Attention to Detail
- Accuracy
- Flexibility (working late)
- Ownership
- Decision making and accountability
- Strong verbal and written communication skills (English)
Attributes
- Honesty, integrity and respect
- Positive enthusiastic can-do attitude
- Ability to work under pressure and long hours
- Ability to co-operate and thrive both within an independent and team environment
go to method of application »
What will you do?
- As an SAP HCM Service Delivery Lead, you will be responsible to oversee and maintain smooth technical support operations within the SAP ECC HCM and Success Factors platform as a service.
- You will report to the Head of SAP Centre of Expertise (CoE) within Sanlam Group Technology (SGT), a Retail Affluent division and collaborate with direct and indirect teams to ensure governance, adherence, seamless service delivery and top-notch client support.
- Your client, Human Resources Shared Services (HRSS) in Group HR, provides a chargeable offering to approximately 35 businesses in Sanlam Group and is responsible for, amongst others, HR and payroll processing, payroll payments and reconciliations, manning the HR service desk, translating business requirements into change requests, and high-level troubleshooting in the centralised HCM system.
- You will maintain a close client and SAP CoE relationship to effectively support SLA’s and OLA’s between SGT and HRSS.
- You will lead teams of developers, testers and application security specialists to deliver system and user access change requests for both business as usual and projects where applicable.
- You will ensure all periodic system upgrade and maintenance activities are successfully completed.
- You will oversee the design of complicated, high-impact system requirements to address potential risks to integration, usability and deadlines.
- You will mentor, support and guide team members towards common goals.
What will make you successful in this role?
- Receive, assess and allocate JIRA requests
- Ensure periodic client cadences for alignment, prioritisation and escalation activities
- Ensure adequate resource levelling in response to backlog and incoming JIRA requests
- Ensure adherence to Release, Incident and SAP Change Management procedures
- Ensure audit compliance in user access and change management
- Ensure all SAP HCM legislative changes are addressed
- Ensure all system upgrades and maintenances activities are planned and successfully delivered
- Ensure alignment with SAP CoE governance, procedures and principles
Qualification
- Bachelor’s degree or Diploma, preferably in Computer Science, Information Systems or related
- ITIL Certification or similar
Experience:
- At least 8 years in SAP Service delivery and/or SAP HCM Team Lead
- At least 5 years in technical support of SAP HCM and/or Success Factors
- Involvement in 2-3 full life SAP HCM cycle projects
Skills:
- Ability to interpret and interrogate written requirements specification documents
- Ability to prioritise tasks
- Ability to deliver in accordance with strict deadlines
- Ability to negotiate with various stakeholders
- Ability to maintain delivery momentum
- Excellent interpersonal and communication (written and verbal) skills
Knowledge:
- Advanced knowledge of SAP service delivery principles
- Advanced knowledge of planning deliverables i.e. timelines and resources
- Technical knowledge of SAP Payroll, Time Management, Personnel Administration and Organisational management
- Technical knowledge of Success Factors Onboarding, Recruiting and Employee Central
- Technical knowledge of SAP Self Service applications will be advantageous
- Technical knowledge of Success Factors Talent modules will be advantageous
- Advanced knowledge of system change management processes preferably using JIRA or similar
- Understanding Waterfall methodology
- Understanding Agile methodologies will be advantageous
- Understanding SAP ABAP will be advantageous
Knowledge and Skills
- SAP process design
- Quality, Compliance and Accreditation
- Business Requirements Definition
- SAP Technologies
- Reporting and Administration
Personal Attributes
- Organisational savvy - Contributing through others
- Decision quality - Contributing through others
- Optimises work processes - Contributing through others
- Being resilient - Contributing independently
- Plans and aligns - Contributing independently
- Collaborates - Contributing independently
- Drives results - Contributing strategically
go to method of application »
Job purpose
The Client Service Consultant Operations – New Business will be responsible for the capturing of investment related instructions received from various stake holders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as providing excellent client services to all stakeholders at all times.
Key Outcomes
The following outcomes will be expected to be achieved by the Client Service Consultant Operations – New Business:
Verifying of Instructions received from various stakeholders
- Ensuring all instructions received comply with the business rules and legal regulations
- Liaising with all relevant role players e.g. intermediaries / clients / broker consultants, etc. to obtain any outstanding information / documentation or to clarify instructions received
- Inform the relevant role players via telephonic contact / faxes / email etc. in order to keep them updated on the progress of instructions received
- Ensure that Workflow system is updated at all times with progress
- Adhering to the relevant business processes
Capturing of Instructions
- Capture all valid instructions received timeously and accurately on our processing system
Reporting
- Ensure that you report suspicious activities timeously to the relevant Departments
- Reporting of service failures to the relevant Support Manager
- Technical Care
- Training will be a combination of classroom and self-study and you must attend all sessions and complete the relevant assignments within the agreed timeframe
- Pass all your In-House Product and Process Assessments
- Ensure that you have a technical understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs
Protecting the Glacier Brand and building relationships
- Play a key role in fostering positive client relationships and the retention of clients
- Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency
Adhoc tasks
- Client service project involvement as required
- Resolving queries received from various stake holders timeously
- Assist the Processing Floor where assistance is required
Qualifications and Experience
- Matric / Grade 12 (Essential)
- Relevant tertiary qualification (Advantageous)
- Linked Investment Service Provider experience (Advantageous)
- Ability to fully converse in English
Competencies
- Being Resilient
- Driving Results
- Cultivates Innovation
- Customer Focus
- Attention to Detail
- Accuracy
- Flexibility (working late)
- Ownership
- Decision making and accountability
- Strong verbal and written communication skills (English)
Attributes
- Honesty, integrity and respect
- Positive enthusiastic can-do attitude
- Ability to work under pressure and long hours
- Ability to co-operate and thrive both within an independent and team environment
go to method of application »
Job Purpose
The Client Service Consultant Operations - Alterations will be responsible for the capturing of Switch and Rebalance related instructions received from various stakeholders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as providing excellent client services to all stakeholders at all times.
Key Outcomes
The following outcomes will be expected to be achieved by the Client Service Consultant Operations:
Verifying of Instructions received from various stakeholders
- Ensuring all instructions received comply with the business rules and legal requirements
- Liaising with all relevant role players e.g., Intermediaries/Clients/Broker Consultants etc. to obtain any outstanding information/documentation or to clarify instructions received
- Inform the relevant role players via telephonic contact/fax/e-mail on the progress of their instructions received
- Ensure that the Workflow System is updated accurately with progress notes at all times
- Adhering to all relevant business processes
Capturing of Instructions
- Capture all valid instructions received timeously and accurately on our processing system
Reporting
- Ensure that you report suspicious activities timeously to the relevant Departments
- Reporting of service failures timeously to the relevant Support Manager
Technical Care
- Training will be a combination of classroom and self-study and you must attend all sessions and complete the relevant assignments within the agreed timeframe
- Pass all your In-House Product and Process Assessments
- Ensure that you have a technical understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs
Protecting the Glacier Brand and Building Relationships
- Play a key role in fostering positive client relationships and the retention of clients
- Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency
- Always living the Glacier Values
Adhoc Tasks
- Client service project involvement as required
- Resolving queries received from various stake holders timeously
- Assist the Processing Floor where assistance is required
Qualifications and Experience
- Matric / Grade 12 (Essential)
- Relevant tertiary qualification (Advantageous)
- Linked Investment Service Provider experience is compulsory
- Ability to fully converse in English
Competencies
- Being Resilient
- Driving Results
- Cultivates Innovation
- Customer Focus
- Attention to Detail
- Accuracy
- Flexibility (working late)
- Ownership
- Decision making and accountability
- Strong verbal and written communication skills (English)
Attributes
- Honesty, integrity, and respect
- Positive enthusiastic can-do attitude
- Ability to work under pressure and long hours
- Ability to co-operate and thrive both within an independent and team environment
go to method of application »
Purpose
Responsible for managing a team of 10-15 Advisors/Agents, assisting them to meet targets while coaching and reviewing their performance.
Formal Qualifications
- Post Matric Qualification
- FSCA 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 FSCA.
- RE 1 and RE5
- Wealth Management Level 5
Working Requirements and Knowledge
- 5-years industry relevant experience of which 3 years should be in a sales leadership role
- Computer literate (MS Office, Excel)
- Valid Driver’s License
- Clear Credit and Criminal records
- Own vehicle
Key Responsibilities
- Work closely with the team, motivating and coaching them
- Hosting 1-2-1’s and team meetings
- Keeping up to date with business development and new product lines
- Manage day-to-day line activities, priorities and make risk/impact assessments within existing processes and procedures towards achieving SLAs.
- Making sure all activities within the call centre meet the standards of the FSCA as per stipulated regulation
- Making sure that all agents working under supervision conduct themselves within the fit and proper regulation
- Ensure training and development plans are maintained for all team members
- Use company methodology, team input and own initiative to ensure new business and retention targets are achieved
- Manage the fair and consistent application of performance management and disciplinary measures as necessary
- Support the Call Centre Manager to highlight operational risks and areas for improvement
- Lead and inspire a team of sales agents to deliver excellent levels of individual/team performance and customer satisfaction
- Support the Head of Sales to deliver business targets and objectives and create a performance orientated culture
- Keep up to date with any industry changes affecting the business and relaying this knowledge back to the team
- Work with the management team to identify and deliver positive change and business efficiencies
- Making sure that all business that is in your work flow is approved within the stipulated SLA
- Escalate any appropriate problems to senior management
- Support the Senior Manager to highlight operational risks and areas for improvement
Behavioural Competencies, Skills and attributes
- Strong relationship building skills
- Networking skills
- Attention to detail
- Strong work ethic
- Transformational and transactional leadership skills
- Financial Management skills
- Planning and organizing skills
go to method of application »
What will you do?
Key responsibilities:
- General Administration of Group Life schemes
- Capturing and reconciliation of premiums
- Calculation and payouts of commission
- Administration - conversion options
- Annual cost calculations
- Administration of Medical requirements
- What will make you successful in this role?
Qualification and Experience
- Matric with a C- symbol in either Mathematics or Accounting essential
- At least 2 - 3 years knowledge of the Group Risk business relating to premium administration; member management and medical underwriting processes.
- Strong numerical and analytical ability
Knowledge and Skills
- Sound Knowledge of products, processes and services in the Group Risk environment
- Computer literacy (Microsoft Office)
- Understanding of rules and policy regulations with regards to schemes/funds
- Advanced excel skills is a requirement
- Experience on MIP workflow system will be advantageous
Behavioral Competencies
- Team Player
- Excellent communication skills
- Proactive individual and self-starter
- Good problem solving and decision-making skills
- Ability to use initiative
- Good customer services orientation
- Good planning and organizational skills
- Ability to work to deadlines and results driven
- Demonstration of living the company’s values- being transparent, passionate and innovative
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.
- Personal Attributes
- Plans and aligns - Contributing independently
- Interpersonal savvy - Contributing independently
- Communicates effectively - Contributing independently
- Optimises work processes - Contributing independently
go to method of application »
What will you do?
To assist in the daily managing and monitoring controls of the funds, to co-ordinate and facilitate interactions between departments, with the ultimate objective of providing overall assistance and back up to the senior and principal consultants.
Key Responsibilities
Our clients range from complicated standalone funds to standard umbrella clients. This position will have a standalone fund focus. Key performance areas are:
- Assist in the preparation of Agenda packs
- Assist in drafting minutes of Board and sub-committee meetings
- Assist the senior consultant in managing funds in terms of their service level agreement
- Assist in investigating complaints and obtaining supporting documentation
- Project manage communication projects
- Assisting with drafting member communication
- Facilitating and co-ordinating interaction between internal departments
- Self-development
Qualification and Experience
- Relevant business degree or diploma or industry recognised qualification on a NQF5 or higher
- CFP advantageous
- FAIS accreditation required
Knowledge and Skills
- Knowledge of Employee Benefits and wider financial services industry and process
- Proficiency in Microsoft Office (Word, Excel, Outlook, Powerpoint)
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
- Organisational Savvy – Maneuvering comfortably through complex policy, process and people related organizational dynamics.
- Manages Complexity – Making sense of complex, high quantity and sometimes contradictory information to effectively solve problems.
- Drives Engagement – Creating a climate where people are motivated to do their best to help the organisation achieve its objectives.
- Business Insight – Applying knowledge of the business and marketplace to advance the organisation’s goals.
- Displays Care – Showing care and consideration to our clients that extends beyond professionalism.
go to method of application »
What will you do?
Key Responsibilities:
- Responsible for accurate PAYE reconciliations within service level agreement
- Peer review of triangles, bank and general ledger reconciliations
- Capturing of bank account information on the bank ‘saldo’ file
- Posting of bank statement transactions on to the accounting system (after bank reports extracted by Treasury)
- Submitting of daily reconciliations completed
- Updating of month end file
- PAYE completion and saving of EMP 201 on e-filing
- Prepare monthly tax reporting
- Assist with resolving tax audit queries
- Prepare half and full year end tax reconciliation for submission
- General administration - filing and opening of new files
- Assist SARS with payment reference queries
- Create SARS efiling user access for admin staff
- Prepare and submit income tax numbers file
- What will make you successful in this role?
Qualification & experience
- Diploma or Financial degree with Accounting 111
- At least 1 (one)year relevant tax and reconciliation experience
Knowledge and skills
Competencies: Technical Competencies
- Experience in dealing with audits will be advantageous
- Employee Benefits experience will be advantageous
- Knowledge of the legislation applicable to retirement fund industry will be advantageous
- Solid understanding of debits, credits and journal entries
- Proficient in Microsoft Office (Excel, Word, Outlook etc)
Behavioural Competencies
- Excellent communication skills both written and verbal
- Good problem solving and time management skills
- Good interpersonal skills
- Strong attention to detail and proactive attitude
- Must be able to work under pressure (individually and as part of a team)
- Ability to collaborate and pull information together
- Results driven
Personal Attributes
- Interpersonal savvy - Contributing independently
- Manages complexity - Contributing independently
- Plans and aligns - Contributing independently
- Optimises work processes - Contributing independently
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Output/Core Tasks:
- Manage a department’s performance within a specific division of Business Shared Services
- Ensure that your department effectively contributes to the business Unit’s Client Satisfaction and Experience standards
- Manage the budget and make decisions regarding resources with your team
- Manage the People practices and performance statistics and reports of your department
- Actively be responsible for the coaching, training and development of personnel
- Assist and provide support to team members regarding complex client enquiries
- Ensures Service Level Agreements and Key Performance Areas are continually reviewed and expectations are met with optimum levels of quality and service delivery.
- Work closely with the Resource Planning team to ensure the most effective resource plans are developed and achieved
- Review management information and make suggestions, recommendations so as to improve processes across the business.
What will make you successful in this role?
Role Requirements:
Qualifications:
- Matric/Grade 12
- Relevant business degree/diploma or industry related qualification
Knowledge and Experience:
- Must have insurance or call centre industry knowledge and an understanding of:
- Life Assurance environment
- Call Centre and Client Services business
- Financial Service experience is essential
- Experience in managing personnel within a call centre environment would be an advantage
Competencies:
- Ability to function under immense pressure
- Good conflict management skills
- Be innovative
- Ability to develop and empower others
- Teamwork
- Good communication
- Decision making skills
- Client service orientation
- Objective setting and control
- Self confidence
- Ability to use internal networks to solve client problems
- Ability to operate independently
- Be proficient in working with technology – computers, telephone systems and software applications
Personal Attributes
- Builds effective teams - Contributing independently
- Decision quality - Contributing independently
- Directs work - Contributing independently
- Plans and aligns - Contributing independently
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Job Purpose
The purpose of the job is to ensure that all branch client service duties are carried out efficiently and effectively.
Formal Qualifications
- Matric (grade 12)
- Clear Credit and Criminal records
- At least one years’ work experience within sales or marketing
Working Requirements and Knowledge
- Computer Literacy
- MS Word (Outlook, Word, Excel, Power Point)
- Product knowledge
- Listening skills
- Telephone etiquette
Key Responsibilities
- Attend to walk–in-clients
- Receive incoming faxes and emails, confirm receipts and distribute to the relevant department.
- Coordinate office activities and operations to secure efficiency
- Manage phone calls and correspondence
- Maintain good client relations to promote the image of Safrican.
- Assist consultants with admin issues on new schemes, reviews spreadsheet and keep them up to date
- Account for all work received and forward it to relevant department at Head Office
- Maintain and build good working relationship with brokers and clients
- Follow up on all pending work from other departments and clients.
- Perform other related duties as assigned.
Behavioural Competencies, Skills and Attributes
- Attention to detail
- Problem analysis and problem solving
- Sound judgement
- Decision-making skills
- Pro-activity
- Trustworthy
- Ability to multi-task
- Client service orientation
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Purpose of the role
To market Sanlam Individual Life’s Underwriting philosophy to Intermediaries, build relationships with the intermediary channels and liaise with the Intermediaries regarding large and complex cases.
What will you do?
- Manage a defined portfolio of financial advisors by building and maintaining collaborative working relationships with internal and external stakeholders.
- Primarily, but not limited to, underwriting of large cases with cover amounts of R10m and higher, business insurance, Sickness and Income protector of R100 000pm and higher, and complicated medical cases.
- Underwriting of occupational and part-time activities.
- Regular visits to regional offices to promote the Sanlam Underwriting philosophy.
- Relationship building with the SanlamConnect Management teams.
- Presentation, facilitation and resolving of relevant Underwriting issues raised by intermediaries and clients.
- Networking and interaction with other industry players in the market.
- Assist in pre-underwriting.
- Conduct and undertake complex case reviews, as and when required.
- Provide coaching and mentoring to the wider Underwriting team.
- Give feedback to stakeholders on referred cases during regional visits.
- Perform trend analysis on underwritten cases and communicate these to the relevant stakeholders
- Provide support to the general underwriting team when required.
- Provide training to Intermediaries.
Qualification
- Grade 12 with Biology / Life science; Mathematics, Accountancy / Financial accountancy as subject.
- Any tertiary qualification will be beneficial.
- Good track record in medical and financial underwriting
- Ability to do underwriting presentations to groups
Experience
- Relevant Medical and Financial Underwriting experience of at least 7 years
- Relevant experience within the Life Industry and insurance products
- Previous experience of dealing directly with brokers/advisors and resolution of complex and large cases will be beneficial.
- Authority limits of R10 million plus.
Knowledge and skills
- Life Underwriting processes
- Application of Life underwriting- and re-insurance policy
- Good understanding of medical terminology (anatomy and physiology)
- Knowledge of origin and prognosis of medical conditions
- In-depth knowledge and understanding of Financial Statements and Health Questionnaires
- Knowledge of financial underwriting and business insurance within the Life insurance industry
Sanlam core competencies
- Being resilient
- Collaborates
- Cultivates Innovation
- Customer Focus
- Drives results
Personal qualities
- Excellent verbal and written communication and presentation skills
- Critical thinking skills
- Relationship building / Influencing / gaining commitment
- Negotiation skills
- Decision Quality
- Team success
- Attention to detail
- Ability to work independently, accurately and timeously
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What will you do?
Provides administration back-up to the Sales team. May assist with the compilation of presentation material. Monitors sales statistics.
What will make you successful in this role?
- Checking validity of New Business Application forms and recruitment documents.
- Reception duties.
- Compiling monthly statistics.
- Preparation of documentation.
- Typing general correspondence and minute taking.
- General office duties: faxing, filing, e-mail, petty cash and assisting with other functions on an adhoc basis.
- Assisting with recruitment of reps.
- Qualification and Experience
- Grade 12 with 1 to 2 years experience.
- Knowledge and Skills
- Client Communication and Sales administration
- Service and Support
- Workflow management and reporting
- Partnership Building
Personal Attributes
- Optimises work processes - Contributing independently
- Action orientated - Contributing independently
- Plans and aligns - Contributing independently
- Communicates effectively - Contributing independently
- Build a successful career with us
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently
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What will you do?
Outputs/Core Tasks:
- Responsible for full administration of trust and fund accounts.
- Managing of assets of trust on behalf of third party (high volumes).
- Liaison with internal and external clients (high volumes).
- Support to Client Account Manager.
- Providing service to trust beneficiaries in respect of the management of their accounts.
What will make you successful in this role?
Requirements
Qualifications
Experience
- At least 1 year relevant experience in trust or employee benefits administration.
Knowledge
- Knowledge of appropriate legislation.
- Knowledge of financial concepts, structure of trusts, retirement funds, group schemes and beneficiary funds.
Competencies
- Communicates effectively - ability to communicate in any of the official languages will be an advantage.
- Administration orientation
- Decision quality
- Information gathering
- Cultivates innovation
- Concern for accuracy
- Plans and aligns
- Customer focus
- Collaborates
- Drives results
- Being resilient
- Computer skills (MS Word & MS Excel)
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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.
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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Formal Qualifications
- Business Degree and FAIS Compliant. RE qualified
- Passed RE1 and Registered as a KI (key individual), an advantage
Working Requirements and Knowledge
- 6 to 12 years’ experience in Sales of Insurance products
- 2 to 5 years’ experience in managing and motivating a Sales team
Key Responsibilities
- Formulate Sales strategies and roll-out campaigns across the region.
- Drive the Sales of all Insurance products
- Ensure maximum penetration of Insurance products across all channels and clients.
- Build strong relationships with key stakeholders in the Group and externally.
- Participate in relevant Provincial events and deliver best practices.
- Analyse data on competitors, pricing, trends and identify gaps.
- Compile up-to-date Sales Reports on the Province.
- Lead, motivate and manage a team to achieve and exceed sales targets
- Foster a great team environment. Manage all HR, Recruitment and Performance aspects.
- Ensure that Compliance and regulatory aspects are adhered to
Behavioural Competencies, Skills and attributes
- Customer Focus
- Customer Service
- Verbal Communication
- Informing Others
- Process Improvement
- Problem Solving
- People Skills, Teamwork
- People Management
- Managing Processes
- Emphasizing Excellence
Method of Application
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