Hot Jobs at Sanlam (5 Position)

What will you do?
Under general direction, assesses complex situations that involve greatest risk. Provides guidance, manage and coordinate the resolution of Major IT incidents to minimise impact and downtime to the Business.

What will make you successful in this role?

• Facilitate the recovery of all P1/P2 incidents with appropriate reporting and notifications to key Stakeholders.
• Manage persistent incidents from Trend analysis and/or Management escalations.
• Proactively manage incidents to satisfactory resolution in a timely manner, ensuring minimal business impact, and initiatie escalation procedure as appropriate.
• Understand and appreciate the impact of incidents on the various SGT Clients' Business, and/or Busiiness SLA's allowing for prioritisation and direction.
• Manage Post Mortems for all major incidents to a satifactory conclusion.
• Continuous improvment of the Major Incident Management Process.
• Keep Service Desk informed of progress on major incidents and potential workarounds.
• Represent SGT in Weekly Report Back Meetings with Client.
• Chair Daily Major Incidents Meeting attended by Third Party Vendor as well as internal Service Support Teams.
• Daily Reporting
• Weekly and Monthly Reporting if required
• Schedule, Facilitate and Chair Adhoc task team meetings to ensure that Major/Re-occuring incidents are restored as soon as possible and that the root cause is identified and resolved.
• Provide input for Monthly MIS Reporting.
• Member of Change Approval Board and approval of Emergency Changes.
• Quarterly operation incident reporting as input to the Risk Report.
• Review the continuous improvement of the SGT Incident Management process.
• Trending of re-occuriing incidents and assist with the implementing of additional controls and/or process improvements.
• Assist the Service Desk Team Leader with P3 escalations when required.
• Assist with the implementation of Quality Improvement initiatives at the Service Desk.

Additional requirements

• IT related Degree or Diploma and/or a minimum of 3 years relevant IT experience
• ITIL Foundation and/or Incident Management Practitioners Certifications (Recommended)
• 3 Years IT Experience
• Some experience in Incident Management role will be advantageous
• A proven track record of experience in the ITIL disciplines
• Experience in working with multiple Service Providers and Technologies
• Excellenct understanding of ITIL and ITIL Governance
• Knowledge of one or more of the SGT Clients' Business and Systems will be an advantage

Knowlede and Skills

• Profitable Underwriting
• Client service (Complaints/queries/investigations/advice)
• Coaching, training and quality managment
• Reporting and adhoc meetings
• Knowledge and Skills
• Incident and Problem Tracking
• Compliance
• Information Reporting
• Computer Installation
• Computer Operations Knowledge

Personal Attributes

• Interpersonal savvy - Contributing through others
• Decision quality - Contributing through others
• Action orientated - Contributing through others
• Optimises work processes - Contributing through others
• Build a successful career with us
• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Core Competencies

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

Closing Date: 22nd,March 2022

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What will you do?

• To be responsible for providing support and assistance to the Business Development Manager’s (BDM’s) with developing and/or increasing Sanlam Group’s market share of retail investment business in the Pretoria IFA market, whilst delivering on the Glacier Investment Channel and Sales Channel Strategy.

What will make you successful in this role?
Knowledge and education

• Travelling to and training Intermediaries Assistants, Intermediaries Broker Consultants, Intermediaries Office Personnel and Intermediaries on Glacier products, the Investment Hub and web
• Identify training needs to educate and empower the Intermediary Assistants
• Drive Digital engagement with Intermediaries Assistants
• Building relationships with Intermediaries Assistants, Intermediaries Broker Consultants, Intermediaries Office Personnel and Intermediaries.

Marketing and Sales initiatives

• Co-ordinate BDM’s annual marketing budget and Conflict of Interest register 
• Take the Lead to drive marketing campaigns and themes
• Co-ordinate and manage training functions/events and fund manager presentations 

Targets and inflows

• Assisting the Business Development Manager in servicing Intermediaries in the process reaching monthly inflow targets across all 3 product lines being LISP, Life and Glacier International.  
• Manage and track progress of all new business submitted including liasing with Life and Glacier International BDC’s to assist with administration of cases.
• Assisting with Glacier proposals, quotations, ICE and tools
• To ensure intermediaries adhere to all regulatory requirements (e.g. FAIS, FICA)
• Draw and interpret Business Intelligence reports to identify areas of opportunity and improvement

Administrative support

• Attending to office administration (co-ordinating of managers diary, preparing documentation, overall smooth flow of day-to-day tasks)
• Attending to general day-to-day tasks associated with supporting the Business Development Manager when dealing with clients and intermediaries (Intermediaries/ IFA) i.r.o

1. Telephone enquiries and written communication
2. Assisting clients/intermediaries with processes & business
3. Distribution of marketing materials (application forms, brochures)

Managing the Intermediaries Database

• Work closely with other BDC’s in the team to communicate about panels and distribute tasks accordingly to maximize productivity and know where pressure points are to be addressed.
• Support the Regional BDC Manager 

Qualifications and experience

• Valid Driver’s License and own reliable vehicle
• MS Office suite (intermediate level)
• Knowledge of economic principles, environment and investment products 
• Excellent telephone etiquette 

Qualification and Experience

• Degree or Diploma with 2 to 4 years related experience.

Knowledge and Skills

• Technical advice and support
• Assist with production target achievement
• Compliance
• Partnership and network building

Personal Attributes

• Business insight - Contributing independently
• Communicates effectively - Contributing independently
• Action orientated - Contributing independently
• Plans and aligns - Contributing independently

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What will you do?
The Business Development Manager will be responsible for growing the Life Investments footprint amongst the existing Glacier platform Business Development Managers, SanlamConnect internal distribution support staff as well as intermediaries and in doing so developing and/or increasing Sanlam Group’s market share of retail investment business, whilst delivering on the Glacier Business Development strategy. This is a regional business development support role and includes the following areas:  Gauteng, Limpopo, Mpumalanga, Northwest, and parts of the Northern Cape.

What will make you successful in this role?
The following outcomes will be expected to be achieved by the Business Development Manager:    

Targets and inflows

• Support the Regional Business Development Manager: RSA North
• Support the Glacier Life Investments Business Development Manager: North
• Support the Glacier Business Development Managers North, SanlamConnect internal distribution support staff as well as intermediaries to grow footprint for Life Investments
• To attract new business and increase retention of existing Life investments business
• To cross-sell between Glacier platform and Life Investments products
• To ensure that profitable annual sales volumes and monthly targets are met by actively growing and managing the Life Investments support base

Growing the business

• To develop and implement a regional business plan for Glacier Life Investments (sales volumes, education and training, marketing and client services – administration)
• To grow the existing Life Investments supporting client base
• To source and introduce new business to Glacier Life Investments

Knowledge and Education

• Train and develop the Glacier Business Development Managers, SanlamConnect internal support staff as well as Financial Intermediaries
• Train and facilitate the use of Life Investments digital strategy/tools such LAIQ’s
• To assist with product technical queries regarding Life Investments
• To supply marketing articles with regards to Life Investments where needed
• To supply accurate investment, product, fund, services and investor information
• To launch new Life Investments products successfully in the market
• To facilitate or identify needs such as technology, reporting and developing a profitable practice
• To ensure intermediaries are educated on all regulatory requirements (e.g., FAIS, FICA)

Marketing and Sales initiatives

• To support projects and campaigns (marketing support)
• To participate in investment product implementation (presentations, product development & client service support)
• To assist with successful implementation of marketing events such as the Life Investment Summit

People Practices

• To co-ordinate and maintain effective SLA’s with all relevant stakeholders (internal and external)

Qualifications and Experience

• A tertiary education within the field of Finance | Marketing and/or CFP is preferable
• Strong knowledge and experience of the Sanlam systems, processes, procedures as well as Sanlam Single premium products will be required
• Knowledge regarding Glacier LISP products will be required
• Financial services experience, preferably in distribution
• Proven Sales related success and track record
• Valid drivers’ license and own reliable vehicle
• Public speaking and presenting

Qualification and Experience

• Degree or Diploma with 5 to 6 years experience.

Knowledge and Skills

• Technical advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Personal Attributes
• Business insight - Contributing through others
• Interpersonal savvy - Contributing through others
• Decision quality - Contributing through others
• Plans and aligns - Contributing through others

Closing Date: 18th,March 2022

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What will you do?
To provide support and assistance to the Business Development Manager; to develop and/or increase Glacier market share of retail investment business in the Western Cape IFA and SFA markets, whilst collaborating with the relevant SanlamConnect distribution channels. Will be responsible for contribution to the regional, provincial, and national distribution and sales strategy. 

What will make you successful in this role?
The following outcomes will be expected to be achieved by the Business Development Co-ordinator:
Knowledge and Education

• Travelling to and training Intermediaries Assistants, Intermediaries Broker Consultants, Intermediaries Office Personnel and Intermediaries on Glacier products, the Investment Hub and web
• Identify training needs to educate and empower the Intermediary Assistants
• Drive Digital engagement with Intermediaries Assistants
• Building relationships with Intermediaries Assistants, Intermediaries Broker Consultants, Intermediaries Office Personnel and Intermediaries.

Marketing and Sales initiatives

• Co-ordinate BDM’s annual marketing budget and Conflict of Interest register 
• Take the Lead to drive marketing campaigns and themes
• Co-ordinate and manage training functions/events and fund manager presentations 

Targets and inflows

• Assisting the Business Development Manager in servicing Intermediaries in the process reaching monthly inflow targets across all 3 product lines being LISP, Life and Glacier International.  
• Manage and track progress of all new business submitted including liasing with Life and Glacier International BDC’s to assist with administration of cases.
• Assisting with Glacier proposals, quotations, ICE and tools
• To ensure intermediaries adhere to all regulatory requirements (e.g. FAIS, FICA)
• Draw and interpret Business Intelligence reports to identify areas of opportunity and improvement

Administrative support

• Attending to office administration (co-ordinating of managers diary, preparing documentation, overall smooth flow of day-to-day tasks)
• Attending to general day-to-day tasks associated with supporting the Business Development Manager when dealing with clients and intermediaries (Intermediaries/ IFA) i.r.o

1. Telephone enquiries and written communication
2. Assisting clients/intermediaries with processes & business
3. Distribution of marketing materials (application forms, brochures)

Managing the Intermediaries Database

• Work closely with other BDC’s in the team to communicate about panels and distribute tasks accordingly to maximize productivity and know where pressure points are to be addressed.
• Support the Regional BDC Manager 

Qualifications and Experience

• Relevant financial/ investment qualification
• At least 3 years’ experience in a similar role within the investment / collective investment service industry
• Valid Driver’s License and own reliable vehicle
• MS Office suite (intermediate level)
• Knowledge of economic principles, environment and investment products 
• Excellent telephone etiquette 

Qualification and Experience

• Degree with 3 years experience.

Knowledge and Skills

• Technical advice and support
• Assist with production target achievement
• Compliance
• Partnership and network building

Personal Attributes

• Business insight - Contributing independently
• Communicates effectively - Contributing independently
• Action orientated - Contributing independently
• Plans and aligns - Contributing independently

Closing Date: 31st,March 2022

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Job Purpose
The incumbent in this role will provide design, digital and operational support to the marketing team on activations activated within the business.  This is a medium-weight generalist position that will require a firm knowledge of design and digital skills, good administration, attention to detail and effective communication abilities across the business. You will be actively learning on the job with digital team’s each one, teach one philosophy. 

Key outcomes

DIGITAL DESIGN

• Design digital elements for, but not limited to social media, email marketing, internal portals, website properties, video activations, presentations as well as external digital engagements
• The candidate will work closely with our graphic design specialist and external design partners to ensure seamless execution of corporate identity and brand across company properties

DIGITAL CREATION

• Basic photography knowledge and picture editing in this space will be beneficial
• Audio recording accompanied with audio editing knowledge for podcast and audio
• Basic video editing and video manipulation.
• Liaise with partner agents in this space

SOCIAL MEDIA COMMUNITY MANAGEMENT

• Execute on all operational and administrative social media related tasks.
• Administer our social media properties and update regularly to ensure it stays relevant 
• Work closely with our client services team to address any queries or concerns that may arise
• Leveraging the communication teams content strategy and rolling out across the year
• Basic social media writing knowledge
• Be comfortable working with external digital providers with regards to paid activations
• Aligning the efforts of our design agency and digital partner to get flagship campaigns to market
• Ensure invoices from our digital partners are processed timeously and maintaining the cost sheet 
• Reporting the on our social efforts

EMAIL CAMPAIGN MANAGEMENT

• Be comfortable with Outlook-based and bulk emailing communications tools
• Oversee the weekly/monthly newsletter activations
• Design email creative from concept to final execution in bulk email tool
• Solid knowledge of email template creation
• Update and maintain distribution lists
• Understand the importance of segmentation and is comfortable using filters across the campaign life cycle
• Work closely with our client services team who will require support with bulk email deliveries
• Campaign management and reporting
• Bringing new and innovative ideas into the team

EVENT SUPPORT AND DIGITAL ENGAGMENT

• Offer digital support leading up to and during Glacier flagship event engagements (in-person or virtually)
• Managing our social channels and communicating from the event with the help of our communications team
• Ensuring Glacier Insights is updated with the post-event information and delegates communicated to, post event
• Post-event reporting on digital event efforts

MAINTAINING GLACIER WEBSITE ENVIRONMENTS

• Maintaining and improving Glacier’s web capabilities
• Blog maintenance and blog posting working closely with communications team in keeping the web elements updated and relevant
• Ensuring the Intermediary web is up-to-date in terms of intermediary brochures and documents
• Knowledge of SEO best practices and implemented them across our web elements
• Liaise with our Technology partners at a group IT level to ensure tasks are met
• Google Analytics tracking and reporting on activations and giving direction on how to optimise campaigns

What will make you successful in this role?
Qualifications and experience

• Valid driver’s licence and own reliable vehicle
• Degree/diploma in digital marketing
• Adobe Creative cloud experience
• A minimum of 4 years’ work experience in digital marketing

Competencies

• Treating Customers Fairly
• Attention to detail
• Planning and co-ordinating
• Communication (written and verbal)
• Intermediate Computer Literacy in MS Office (Word, Excel, PowerPoint)
• Adobe Photoshop a must, Adobe Premier advantageous 
• WordPress knowledge and understanding
• The ability to transfer knowledge and skills within the team

Attributes

• Positive, can-do attitude 
• Ability to work independently, work within own team and across regional teams
• Ability to work under pressure
• Resilient
• Honesty, integrity and respect
• Interest in the financial service industry (life/asset management)

Qualification and Experience

• Degree or Diploma with 3 to 4 years related experience

Knowledge and Skills

• Art and copy designs
• Project Management
• Review and quality control
• Business requirements

Personal Attributes

• Action orientated - Contributing independently
• Communicates effectively - Contributing independently
• Plans and aligns - Contributing independently
• Optimises work processes - Contributing independently