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?
- Reporting to the SRS Financial Manager, the Financial Accountant will support the finance operations of the SRS business. The Financial Accountant is responsible for effective cost management within the SLS governance framework (including actual cost, budgeting and forecasting), day-to-day procure to pay process, month-end income statement and balance sheet reconciliations or analysis, journal processing, credit card reconciliations, compilation of scorecard, capturing of Risk schedules and Financial losses on the Sanlam Risk management system, as well as any other financial tasks listed below.
The key responsibilities of the role include the following:
- Effective cost management and reporting
- Monthly variance analysis and cost investigations
- Monthly cost reporting to business unit Head of Departments
- Budgeting and forecasting
- Monthly update of HR file and IT MIS report reconciliation to general ledger. Variance to be communicated and resolved within a timely manner.
- Solving financial enquiries, investigations and problems on time and in an effective manner.
- Ensure effective controls and procedures are in place to adhere to approval framework.
- Administration, planning and organising of work to ensure successful and on time delivery.
- Process journals on SAP, including provisions and accrual transactions.
- Approve payments in accordance with the SRS approval framework on SAP.
- Support business with SAP 4 Hana (which includes MDG Support on creating materials, etc.).
- Pro-active management and control of accounts – i.e. GR/IR and Down Payments.
- Attend to credit card reconciliations.
- Prepare input to yearly budget process and connect with Business heads to provide any changes, as required.
- Yearly load of new budgets and monthly load of forecast to SAP.
- Report in-force units and policies.
- Compile (obtain, supply input and address outstanding items) the following documentation on a quarterly basis:
- SRS Scorecard
- SRS Risk Register
- SRS Financial losses
- SRS Treating Customers Fairly (TCF) report
- Assist with FCA models and cost allocation investigations when needed.
- Ad hoc tasks and projects.
What will make you successful in this role?
Qualifications:
- Relevant financial degree with accounting as a major subject.
Experience:
- At least 4 years’ experience in cost management.
- Exposure to SAP S4 Hana will be an advantage.
Knowledge:
- Sound financial services industry knowledge.
- Insurance industry knowledge will be an advantage.
- Knowledge of financial reporting and cost management.
Competencies:
- Communicates effectively (verbal and written)
- Financial acumen
- Decision quality
- Analytical thinking
- Cultivates innovation
- Order and accuracy
- Plans and aligns
- Drives results
- Customer focus
- Collaborates
- Influencing / gaining commitment
- Independence
- Being resilient
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What will you do?
- The SRM Head – Assupol Retail Distribution is accountable for the strategic leadership, commercial performance, operational execution, and long-term sustainability of the Assupol Retail tied distribution channel.
This role leads the national tied channel through:
- Building a high-performance sales culture
- Strengthening leadership capability across regions
- Driving customer-focused, multi-need distribution
- Embedding operational excellence
- Driving commercial discipline and cost effectiveness
- Ensuring full alignment with SRM’s unified distribution strategy
- This role is instrumental in positioning SRM’s tied distribution as a future-fit, multi-product, digitally enabled, commercially efficient engine that delivers growth with quality
What will make you successful in this role?
Output / Core Responsibilities
Strategic Leadership & Channel Direction
- Lead the strategic direction for the Assupol Retail Distribution channel as part of SRM’s unified distribution model.
- Translate enterprise strategy into clear national, regional operating plans.
- Drive market penetration strategies, especially in high-growth and underdeveloped regions.
- Lead channel evolution to support multi-need customer engagement and diversified product penetration.
- Shape the medium- and long-term roadmap for a sustainable, growth-driven tied channel.
Commercial & Financial Sustainability
- Drive distribution performance with a balanced focus on growth, productivity, quality, and operational discipline.
- Strengthen distribution economics by embedding cost-effective sales practices and optimising commission release structures.
- Lead cost-to-income and commercial sustainability initiatives across regions to ensure long term viability and performance stability.
Sales Performance, Productivity & Quality Management
- Accountable for national sales performance across new business, productivity, quality, and customer measures.
- Set and cascade clear sales targets and operating rhythms across provinces.
- Drive productivity uplift through consistent pipeline management, field coaching, daily/weekly visibility, and sales discipline.
- Champion multi-product selling across advisers and managers, ensuring alignment to customer needs and SRM’s advisory philosophy.
- Strengthening sales quality, ensuring best-in-class standards in onboarding, data hygiene, compliance, and customer outcomes.
Leadership Development & People Capability
- Build a strong, scalable, and capable leadership pipeline.
- Drive leadership development programmes that enhance strategic thinking, operational acumen, and people leadership capability.
- Champion a culture of accountability, performance ownership, and delivery discipline.
- Ensure adviser capability is continuously uplifted through structured learning, onboarding, coaching, and productivity accelerators.
- Support organisational transformation goals, talent mobility, and inclusive leadership practices.
Integration, Transformation & Organisational Alignment
Lead the integration of Assupol Retail Distribution into SRM’s unified distribution model, ensuring alignment of:
- Processes
- Systems
- Governance
- Incentive models
- Operating structures
- Drive cultural integration, building a cohesive, high-performance, “One Distribution” identity.
- Ensure seamless collaboration across SRM clusters including Operations, Enablement, Finance, Human Capital, and Data.
- Support modernisation and digital adoption across the tied channel to increase efficiency and customer experience quality.
Governance, Compliance & Risk Management
- Uphold full compliance with regulatory and governance requirements, including FAIS, TCF, and conduct standards.
- Strengthen governance practices across ensuring ethical sales behaviours and consistent customer outcomes.
- Implement strong quality assurance practices, early-warning mechanisms, and operational that protect business integrity.
- Ensure readiness for internal and external audit and strengthen risk management practices across the channel.
Qualifications and Experience;
- Bachelor’s degree in business, Commerce, Finance, or related field (Honours/MBA advantageous).
- At least 15 years’ leadership experience in tied distribution or large-scale sales leadership roles.
- Proven success leading large, dispersed teams and driving sustainable commercial outcomes.
- Deep understanding of distribution economics, sales cycles, regulatory frameworks, and mass-market customer behaviour.
- Experience leading large-scale transformation, integration, or change programmes.
- Strong operational acumen with the ability to balance strategy and execution.
Core Competencies:
- Sales & Commercial Leadership: Drives performance outcomes, commercial discipline, and sustainable growth. Expert in multi-need distribution, productivity, and high-performance sales systems.
- Strategic Agility & Execution Excellence: Thinks and plans long-term but executes with short-term precision. Converts strategy into measurable operational outcomes.
- People Leadership & Capability Development: Builds strong leaders, fosters accountability, and drives culture. Skilled in talent development, coaching, and leading behavioral change.
- Operational Mastery & Governance: Ensures strong branch discipline, operational effectiveness, and governance compliance.
- Influence, Collaboration & Stakeholder Alignment: Aligns diverse stakeholders and drives execution across matrix structures. Builds trust and influence across clusters, channels, and cross-functional teams.
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
- Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
- Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
- Matric (Grade 12).
- RE1 and RE5.
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
- Class of Business accreditation (annual).
- Compliant with continuous professional development (CPD) current and past cycles.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- Sales tactics and approaches.
- Stakeholder engagement and management.
- Customer service and engagement.
- Relevant Regulatory frameworks, policies, and standards.
- Sanlam insurance products (ideal).
- People management practices and principles.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
- Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
- Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
- Matric (Grade 12).
- RE1 and RE5.
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
- Class of Business accreditation (annual).
- Compliant with continuous professional development (CPD) current and past cycles.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- Sales tactics and approaches.
- Stakeholder engagement and management.
- Customer service and engagement.
- Relevant Regulatory frameworks, policies, and standards.
- Sanlam insurance products (ideal).
- People management practices and principles.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
- Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
- Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
- Matric (Grade 12).
- RE1 and RE5.
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
- Class of Business accreditation (annual).
- Compliant with continuous professional development (CPD) current and past cycles.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- Sales tactics and approaches.
- Stakeholder engagement and management.
- Customer service and engagement.
- Relevant Regulatory frameworks, policies, and standards.
- Sanlam insurance products (ideal).
- People management practices and principles.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
- Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
- Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
- Matric (Grade 12).
- RE1 and RE5.
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
- Class of Business accreditation (annual).
- Compliant with continuous professional development (CPD) current and past cycles.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- Sales tactics and approaches.
- Stakeholder engagement and management.
- Customer service and engagement.
- Relevant Regulatory frameworks, policies, and standards.
- Sanlam insurance products (ideal).
- People management practices and principles.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
- Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
- Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
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Position Overview
- As an analytics engineer your work is a canvas for change, painted with the data you create and the insights you enable. You're not just joining a team; you're embarking on a mission to reshape the financial landscape, making tomorrow not just different, but better. Turning data into pathways, obstacles into stepping stones, and potential into reality. Together, we can transform financial confidence across Africa, one friendly data product at a time.
- This is our first Analytics Engineering role focused on building analytics friendly data products and modernising our analytics engineering practice across the company!
What you'll achieve in the first 12 months
- Complete the first version of a Sanlam FinTech Friendly Data Design (e.g. conceptual and logical model plus ubiquitous language). Work across product and business managers, backend and data engineers, individual contributors and team leads to accumulate a critical mass of team knowledge about both our domain model and how that relates to our source data landscape. Apply this knowledge to develop a simplified conceptual and logical model, map the entities to their source system origin tables, and distill our domain specific languages into a common ubiquitous language.
- Have friendly data tables for the five most consumed domain events in SFT (i.e. Fact tables) that act as the single authoritative representation of those events for across the company. Bring the five most needed domain events from the friendly data design to life in Snowflake by physically modelling them to complete the design process, and executing to build highly reliable data products using DBT that the entire company can rely on.
- Enable alignment and interoperability across all of Sanlam’s data: Work across the company with other data product teams to facilitate alignment on design principles, language, and production standards.
- Coach and mentor other analytics engineers and business analysts across the company: Help modernize the practice of preparing data for learning at Sanlam. Coach junior and mid engineers to improve their already strong code quality and analytical solving. Be the strongest conceptual modeler and engineer that everyone looks to for tips on how to improve their analytics engineering practices.
How you'll think
- You’re high agency. Looking for ways to do, instead of reasons not to.
- Where some see impossible, you see a way: Turning obstacles into opportunity, chance into change.
- You love creating more with less. Knowing that the biggest impact is born of the smallest acts.
- You seek out and value different perspectives. Believing that when we change how we look at things, how things look for us also changes. Making tomorrow not just different, but better.
What you'll enjoy
- Being in a high ownership, high ambiguity, high autonomy environment where the impact of your work matters. The ideal environment for your capability growth.
- Learn from the best. Get guidance from some of the most seasoned professionals around. Our mentorship vibe is all about growing together, both professionally and personally.
- Diving into projects that touch the lives of millions. Making a real difference in how people grow and protect their wealth.
- Working with modern technologies, such as Snowflake, dbt, Airflow, and AI-assisted development environments to launch into your work.
Qualifications and Experience
- 5+ years of experience working in analytics, data science, data engineering or analytics engineering (e.g. data engineering including data modeling, analytics roles involving engineering work).
- Advanced SQL skills and hands-on experience with data transformation frameworks (e.g. dbt).
- Hands-on experience with data modelling and building analytics-ready data products.
- Collaboration experience with analytical roles (scientists and analyst), and engineering roles (data and software engineers).
- Experience designing semantic data layers, fact and dimension tables, and entity-level models across complex business domains.
- Experience deploying analytics data product in modern cloud data stack (e.g. Snowflake, Databricks, AWS Glue, etc), following engineering best practices.
- Familiarity with development frameworks and orchestration tools used in the industry: Git, CI/CD for data pipelines, airflow.
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
- Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
- Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
- Matric (Grade 12).
- RE1 and RE5.
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
- Class of Business accreditation (annual).
- Compliant with continuous professional development (CPD) current and past cycles.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- Sales tactics and approaches.
- Stakeholder engagement and management.
- Customer service and engagement.
- Relevant Regulatory frameworks, policies, and standards.
- Sanlam insurance products (ideal).
- People management practices and principles.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added products
What will make you successful in this role?
Sales Delivery:
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch Client Service and Client Retention:
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
- Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, Compliance and Continuous Development:
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making
Monthly Planning and Reporting:
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager
Qualification and Experience:
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment
Method of Application
Use the link(s) below to apply on company website.
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