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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PURPOSE OF THE ROLE
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 services.
KEY RESPONSIBILITIES
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.
Qualifications
- 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)
go to method of application »
PURPOSE OF THE ROLE
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 services.
KEY RESPONSIBILITIES
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.
Qualifications
- 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)
go to method of application »
PURPOSE OF THE ROLE
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 services.
KEY RESPONSIBILITIES
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.
Qualifications
- 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)
go to method of application »
What will you do?
- The Sanlam Life and Savings cluster is responsible for Sanlam’s retail business in South Africa. This cluster provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions.
- These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.
- As we Live in Confidence™ we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity.
- This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
Job Purpose
- This role reports to the Finance Manager in Sanlam Life and Savings cluster : Chief Operating Officer. The role is responsible for business case reviews, managing of and reporting on business expense targets, ensuring ongoing operations are financially sound, gather information for reporting purposes, give management insights on results and ensure operations are within the SLS governance framework.
- This role also assists with financial accounting, controls, budgeting and reporting of expenses attributable to the SLS COO business area as well as the Consolidated SLS IT Reporting.
What will make you successful in this role?
Output/Core Tasks:
- Facilitate the business case development process with key stakeholders
- Formal financial reviews of business cases
- Custodian of Business Case financial templates
- Responsible for KPI driven benefit realization reporting for strategic projects
- Provide financial support to Project Managers, Business Consultants & Business Owners with regards to detail financial analysis & costing for projects, as well as building benefit realization models
- Custodian of the current & long-term project expense view (Both CAPEX, Once-off Costs as well as ongoing Business as Usual expenses)
- Engagement with the auditors.
- Expense management, forecasting & maintaining a long-term view of projects.
- Drive the 5-10-year views of the projects BAU benefits & ongoing costs and provide as input to BAU Finance managers.
- Management of the Future Fit Fund by updating key assumptions that impacts funding decisions.
- Regular financial reporting on Projects and providing input to key reports (QBR, Strategic initiatives, IT report etc).
- Collaboration and alignment with Financial Heads to ensure that budgets and project expenses are closely monitored and adjusted where necessary
- Assist with Secretariat duties (documenting decisions and actions) at various Executive level Investment Governance Forums
- Approval of local and international payments on SAP – SES / PR / PO / FI
- Pro-active management and control of control Accounts – i.e. GR/IR and Down Payments
- Play a key finance support role to the project teams by solving financial enquiries and problems in an effective and timely manner.
- Provide proposals towards continued improvement of current processes.
- Administration, planning and organising of work to ensure successful and on time delivery.
- Processing and approval of journals.
- Create provisions and accruals for transactions not yet processed.
- Controlling of and reporting on provisions and accruals
- Support business with SAP 4 Hana.
- Create awareness in business of the effect of open items on control accounts i.e. GR/IR and Down payments.
- Budget and Forecasting
- Monthly preparations / maintaining of reporting file.
- Compile monthly a condensed reporting file that summarize the expenses in a noticeable view
- Monthly update of HR file – in time check for any variances
- Monthly Extract of IT MIS report including Cloud expenses – in time check for any variances and initiate corrections. Communicate required SRS’s to be logged with relevant department
- Monthly reporting – Budget vs Forecast
- Monthly connection with Business Heads to discuss Budgets / Forecast adjustments
- Yearly budget process – preparing input – connect with Business heads to provide any changes to current Forecast
- Yearly load of new budgets
- Ad hoc tasks (where required)
- Monthly Cost Allocations and Capacity recoveries.
- Monthly controls – CSA for allocated profit centres.
- MDG Support on creating Inter Company / materials
- Quarterly compile Functional Costs to Group
- Quarterly compile the Consolidated SLS IT Expense report
- Provide inputs when required to Scorecard, TCF & Risk reporting
- Monthly Review of JIRA reports and compare to PPO billing to ensure accuracy of capacity recoveries / billing
Role Requirements
Qualifications and experience:
- Relevant Financial degree/ diploma in Accounting
- Minimum 3 years’ experience in cost and recovery management
- Business partnering, analytical thinking, communication, stakeholder management, and problem-solving.
- Reporting experience to senior stakeholders
Knowledge:
- Strong Excel skills
- MS Office (Outlook, MS teams) experience
- Financial Reporting & Cost management
- SAP S4/HANA experience preferable
- PPO billing system will be advantageous
- Exposure to projects and IT finance management
- JIRA workflow system will be advantageous
- IT environment will be advantageous
Core Competencies:
- Customer focus
- Cultivates innovation
- Collaborates
- Drives results
- Being resilient
Personal Competencies:
- Strong analytical and conceptual thinking
- Financial acumen
- Excellent communication and interpersonal skills for interacting with business stakeholders
- Ability to work independently and is action orientated
- Self-motivated / disciplined
- Manage complexity of information and effectively solve problems
- Plans & aligns to ensure deadlines are met
- Takes ownership and accountability for deliverables
- Optimise work processes
- Takes ownership to learn and develop self
- Adapt approach to different demands and situations
go to method of application »
What will you do?
- This is a specialist role, responsible for delivery of training (presenting sales, legal technical, skills and product related programmes and short courses) to Sanlam intermediaries (Brokers and Advisers) and sales and support staff of Sanlam Connect.
What will make you successful in this role?
Pre-course training administration
- Support training assistants to deliver on training, scheduling, materials, logistical arrangements etc.
- Ensure that pre-course on-line assessments are undertaken and passed by all delegates prior to attending the course
Facilitation of training and development programmes
- Facilitate the Certificate in Wealth Management NQF 5.
- Facilitate training in the on-line practice management and client financial needs analysis tool
- Facilitate various in-house training workshops including selling skills in a professional and effective manner
- Undertake ad-hoc presentations at conferences and seminars as requested by management and client
Training assessment and feedback/report writing
Aligned to service level agreements in place:
- Administer and score learner assessments in the workshops to determine proficiency levels of delegates
- Complete a feedback report on each delegate after the workshop and share with the relevant line manager
Training material/content development
- Work closely with the training developers to undertake the research and development of training material
- Structure and write training material according to adult learning principles and in competency-based formats
Training queries and projects
- Respond to regional queries from the business relating to training
- Serve as part of project teams, as required
Qualification and Exerience
- Relevant Degree in Commerce/Finance/Law
- Post Graduate Diploma in Financial Planning qualification
- Experience as a trainer/facilitator
- CFP designation advantageous
- Completed Regulatory Exams advantageous
- Registered INSETA assessor
- Registered INSETA moderator advantageous
Knowledge and Skills
- Previous experience in providing financial advice to clients or in managing Financial Advisors
- Ability to managing stakeholder relationships
- Interest and exposure to developing training solutions
- Knowledge and experience in the laws governing the Life Assurance industry
- Experience in practice management and client financial needs analysis tools
Personal Attributes
- Results Driven
- Decision Making
- Flexibility and Adaptability
- Customer Focus
- Innovation
- Technical Professional Skills
- Presentation skills
- Interpersonal Savvy
- Self-Development
Core Competencies
- Customer Focus
- Collaborates
- Cultivates Innovation
- Drives Results
- Being flexible and adaptable
go to method of application »
What will you do?
- This is a specialist role, responsible for delivery of training (presenting sales, legal technical, skills and product related programmes and short courses) to Sanlam intermediaries (Brokers and Advisers) and sales and support staff of Sanlam Connect.
What will make you successful in this role?
Pre-course training administration
- Support training assistants to deliver on training, scheduling, materials, logistical arrangements etc.
- Ensure that pre-course on-line assessments are undertaken and passed by all delegates prior to attending the course
Facilitation of training and development programmes
- Facilitate the Certificate in Wealth Management NQF 5.
- Facilitate training in the on-line practice management and client financial needs analysis tool
- Facilitate various in-house training workshops including selling skills in a professional and effective manner
- Undertake ad-hoc presentations at conferences and seminars as requested by management and client
Training assessment and feedback/report writing
Aligned to service level agreements in place:
- Administer and score learner assessments in the workshops to determine proficiency levels of delegates
- Complete a feedback report on each delegate after the workshop and share with the relevant line manager
Training material/content development
- Work closely with the training developers to undertake the research and development of training material
- Structure and write training material according to adult learning principles and in competency-based formats
Training queries and projects
- Respond to regional queries from the business relating to training
- Serve as part of project teams, as required
Qualification and Exerience
- Relevant Degree in Commerce/Finance/Law
- Post Graduate Diploma in Financial Planning qualification
- Experience as a trainer/facilitator
- CFP designation advantageous
- Completed Regulatory Exams advantageous
- Registered INSETA assessor
- Registered INSETA moderator advantageous
Knowledge and Skills
- Previous experience in providing financial advice to clients or in managing Financial Advisors
- Ability to managing stakeholder relationships
- Interest and exposure to developing training solutions
- Knowledge and experience in the laws governing the Life Assurance industry
- Experience in practice management and client financial needs analysis tools
Personal Attributes
- Results Driven
- Decision Making
- Flexibility and Adaptability
- Customer Focus
- Innovation
- Technical Professional Skills
- Presentation skills
- Interpersonal Savvy
- Self-Development
Core Competencies
- Customer Focus
- Collaborates
- Cultivates Innovation
- Drives Results
- Being flexible and adaptable
go to method of application »
What will you do?
Job Purpose
- This role is responsible for the strategic positioning and leading of the Glacier Technical Support team. This senior role will focus on the technical support and competency of the Business Development (BD) team.
- The support focus on Glacier’s solution sets and the successful implementation and maintenance of these. The accountable subject matter includes regulation / industry / financial planning related issues, product support, technical investment solution competencies etc.
- The role provides support to the Glacier Business Development team, Distribution channel management, Intermediaries, and Industry role players & media. The Head of Technical Support forms part of the Business Development leadership team and reports to the Executive Head of Business Development.
Key Outcomes
Strategic positioning and delivery on the competency of the Business Development team for the future
- Drive and take accountability for the industry competency and maintenance of the BD team.
- Accountability for the formal training of the BD team.
- Accountability for the resolution of technical queries in and to the BD team by the supporting market.
- Design and implement plans, projects and strategies to develop, enhance and support the competency levels and overall business objectives.
- Explore alternative and innovative solutions to increase the competency of the distribution channels and drive collaboration with business partners/structures both internally and in the Sanlam Group.
Glacier market interventions and market offering
- Provide guidance, implement, and monitor quality content, consistency, and alignment in delivery of information and strategic messages to market through digital events and interventions.
- Responsible for the technical support to marketing.
- The role is also involved in technical problem solving with client services on behalf of Business Development.
Communication
- Provide guidance and input on all internal communication of the business division and all external communication to market.
- Responsibility to sign off on all communication of a technical nature on behalf of BD.
Support, manage and implement plans and assess strategic performance against targets and objectives
- Implement, lead and support the teams via competency to deliver the intended outcomes as it relates to the focus areas.
- Undertake and/or support the development, implementation and monitoring of operational plans to meet the strategic goals of the business area.
Collaborate with various stakeholders
- Represent BD and support problem resolution with various stakeholders (internal and external) around competency& knowledge.
- Support and deliver on industry competency to market.
- Work across functions with peers (in Sanlam Group where applicable) to ensure collaboration for shared goals.
Support the financial discipline of the division as it relates to budgets, business targets, performance and strategic intent
- Understand and support projects and operations around the financial drivers of the business and assist implementation of focus areas what will speak to the financial drivers.
Provide strategic leadership / people management within Glacier Business Development and broader senior leadership team of Glacier
- Provide guidance and ensure clarity around priorities and goals for the functional area.
- Take full responsibility for performance of all direct reports, motivating, developing, and managing the team in relation to quality standards and agreed benchmarks and objectives, focusing on all aspects of sound people management.
- Foster and cultivate practices that support the Glacier culture and values.
Stay abreast of all regulatory and industry changes relating to all business areas serviced by Business Development
- Represent Glacier BD at forums and seminars.
- Implement and support projects and competency levels in relation to regulatory, legislative and industry changes in BD and on behalf of BD into Glacier.
Qualifications and Experience
- Related undergraduate degree plus Post Graduate Diploma in financial planning / CFP® status and membership of FPI.
- 5 to 7 years of experience in investment financial planning environment.
- A minimum of 3 years’ experience in leading and managing at a senior level.
- Sound understanding of financial planning, financial services and investment industry.
- Sound experience in the drivers of platform and investment solutions.
- Proven ability to work cross-functionally and/or in partnership models.
- People management experience, with a solid understanding of leadership and culture.
Competencies
- Financial planning, financial services and investment industry.
- Financial services distribution.
- Financial services investment product offering.
- Communication and marketing skills.
Attributes
- Client focus.
- Cultivates innovation.
- Collaborates.
- Being resilient.
- Drive results.
- Conceptual and Strategic thinking.
- Negotiation skills and ability to influence.
- Strong interpersonal skills.
- Problem solving and decision making.
- Task, performance, and solutions driven.
- Ability to write for both the industry and general public around financial education and Glacier’s value proposition and authoring of educational guides.
What will make you successful in this role?
Qualification and Experience
- Degree with 8 to 9 years related experience.
Knowledge and Skills
- Risk Management
- Compliance and legal projects management
- Legal advice
- Legal advice and documentation reviews
- Coordinates legal action that may require external legal assistance
Method of Application
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