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?
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
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
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
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
go to method of application »
What will you do?
- The Client Service Consultant Operations 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:
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 always updated with progress thereof.
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.
- Active participation in the business’s continuous improvement by identifying and proposing solutions to process and service-related failures.
Ad-hoc tasks
- Client service project involvement as and when required.
- Resolving queries received from various stakeholders timeously.
- Assist the Operations department where assistance is required.
Qualifications
- Relevant tertiary qualification (Advantageous)
- Ability to communicate fluently (verbal and written) in English
- 2 years Linked Investment Service Provider experience essential
Competencies
- Resilience
- Driving Results
- Cultivates Innovation
- Customer Focus
- Attention to Detail
- Accuracy
- Flexibility (overtime)
- Ownership
- Decision making and accountability
- Numerical reasoning
- Strong verbal and written communication skills
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 »
Position Overview
- Sanlam Fintech (SFT) is looking to fill the role of Senior UX Writer, reporting into a Head of Design. As part of the central Digital Product & Design function within SFT, the role will be responsible for working on key parts of the product experience of SFT’s digital products and channels.
- The role will support relevant stakeholders, leveraging innovative design outcomes to give customers confidence during any digital engagements and experiences of their financial services.
What will you do?
As a UX writer, you will be expected to:
Craft and Execution
- Lead the UX writing craft and output across Sanlam Fintech, ensuring each project deliverable is of the highest quality
- Drive UX writing consistency across multiple projects: guide the direction, supporting the design lead with stakeholders and teams within the organisation as needed
- Define and inform content based on relevant business, technical, and design considerations
- Establish best practices and standards of writing for products within Fintech
- Create standards alongside other content designers and ensure that these maintain parity
- Evolve processes and cultivate continuity across all documentation and manage its distribution. Ensure product design (and other stakeholders) are enabled to leverage key content principles and patterns across projects
Project and Team
- Provide oversight and review of individual project team's work and assume overall accountability for it
- Present, explain and discuss decisions eloquently, and give feedback and input to improve overall outcomes
- Execute UX writing tasks and maintain a high quality of deliverables
- Collaborate with UX team members including other UX disciplines, Marketing, BA’s, Product Managers and other stakeholders to understand objectives and key business outcomes, user needs and behaviours to inform overall direction and solutioning
Qualification and Experience
- At least 7 years of experience in the discipline of UX writing
- At least 4 years of content strategy experience
- Experience working in cross-functional product teams as a UX writer is required
- Experience writing for financial products and markets
- Experience writing for cross-channel and cross-audience experiences
- What will make you successful in this role?
- High dexterity in speed and quality with the tools of your trade
- Firm understanding of human-centred design and design thinking mindset and approaches
- Advanced knowledge of the content landscape, including but not limited to content design, content creation, content strategy, content marketing, content management and content operations
- History of tackling and solving complex interactive challenges
- Demonstrated ability to maintain attention to detail across project deliverables and management of version control
- Demonstrated advanced problem-solving skills to help establish a direction for a given project, evaluate a creative approach, brainstorm, think and respond quickly while delivering unexpected, original and innovative ideas
- Knowledge of and curiosity about technology and its impact on UX writing and design solutions
- Ability to leverage and apply research findings (both qualitative and quantitative) into both individual projects and consider these in the broader Sanlam Group context as well
Knowledge and Skills
- Advanced analytics to address business requirements
- Conducts research using user experience methodologies
- Plans, designs and executes user testing, including stakeholder interviews, focus groups, contextual enquiry and usability testing.
- Designs solutions and produces
go to method of application »
What will you do?
- We are seeking an experienced and highly skilled Senior C# Developer to join the SGT WebApps Team. The developer will be responsible for analysis, design, development, and maintenance of various in-house Web Applications.
- The successful candidate will play a key role in building scalable, secure, and high-performing solutions, while also mentoring junior developers. This role requires strong experience across the Microsoft technology stack, modern web frameworks, cloud platforms, and database development.
What will make you successful in this role?
- Design, develop, and maintain robust applications using C# and .NET Core (6+).
- Build and maintain RESTful APIs and web applications using ASP.NET / ASP.NET Core.
- Develop and optimize database solutions using MS SQL Server (2019+), T-SQL, and Entity Framework.
- Create and maintain reports using SQL Server Reporting Services (SSRS).
- Develop modern front-end applications using Angular (version 13 or higher).
- Design and integrate Web Services (WCF and REST).
- Deploy and support applications in AWS cloud environments.
- Ensure application performance, scalability, and security best practices.
- Participate in system architecture, design reviews, and technical decision-making.
- Troubleshoot, debug, and resolve production issues.
- Collaborate with business analysts, QA teams, and stakeholders to deliver high-quality solutions.
- Mentor junior developers and promote coding standards and best practices.
- Contribute to DevOps practices, CI/CD pipelines, and automation where applicable.
- Provide standby / support (as and when applicable).
Qualification
- Matric
- Bachelor’s degree in Computer Science, Information Technology, or related field (or equivalent experience).
Experience
- 5–8+ years of experience in software development using C# and .NET technologies.
Strong experience with:
- .NET C# including .NET Core 6+
- Entity Framework
- ASP.NET / ASP.NET Core / Web API
- Angular 13+
- MS SQL Server (2019+)
- T-SQL and SQL performance tuning
- SQL Server Reporting Services (SSRS)
- Web Services (WCF / REST)
- AWS cloud services
- Experience with version control systems (e.g., Git).
- Strong understanding of object-oriented design, design patterns, and SOLID principles.
- Unit testing
Knowledge
- Working knowledge of Visual Studio
- Systems analysis and design concepts
- Source Control concepts (trunk-based development)
- SOLID / Clean Code Principles
- Database architecture and design
- Strong SQL knowledge including performance tuning
- IIS
- Familiarity with Agile/Scrum methodologies.
- Understanding of security best practices and authentication mechanisms (OAuth, JWT).
Method of Application
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