Job Openings at Sanlam

Who are we?

• The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.

Business Description

• We’re in the business of planning for tomorrow. The never-ending pursuit of meticulously crafting our clients’ futures. We do this by truly appreciating the value of money and turning the materials we’re given into something more. It’s our trade and it is something we are passionate about. It’s what makes us Wealthsmiths™.
• The Sanlam Retail Affluent (SRA) Actuarial team is driven by a vision to provide expert actuarial, business and risk management solutions to enable businesses to achieve their strategic objectives.
• We drive this vision through a culture of high-performance, innovation, thought-leadership, proactivity and learning.

What will you do?

• Under direct supervision, performs assignments of actuarial-related duties such as preparing, performing and analysing actuarial research and audits. Other duties include collecting data from various databases and performing standard mathematical calculations.

Position Description:

• We offer opportunities to actuarial graduates who are looking to start their careers and qualify as actuaries. The Sanlam Actuarial Training Programme starts off with an unofficial ‘internship’ that lets you familiarise yourself with the inner workings of Sanlam by getting to know its products and systems. Once you have a good grasp of this, you will be exposed to more technical positions. We will help you develop your analytical abilities in order to further develop your actuarial skills.

Your actuarial exam results combined with your on-job performance will determine how quickly you progress and are exposed to more advanced areas of this side of Sanlam’s business.

Our comprehensive actuarial support programme includes great additional benefits such as:

• Study time during work hours
• Bursaries to complete your actuarial examinations
• Financial rewards for passing your exams
• Guidance and mentoring

 
What will make you successful in this role?
Requirements:

• South African citizenship

Qualifications:

• Bachelor’s Degree in Actuarial Science.
• Must qualify for exemptions of at least six (6) Actuarial examinations by the time you graduate.
   

Knowledge and Experience:

• Strong computer skills
• Above-average Microsoft Office skills are non-negotiable
   

Key competencies for success:

• Strong analytical ability and a structured approach to problem-solving
• Team player
• Ability to work accurately and with attention to detail
• Good interpersonal skills
• Integrity
• Good written and verbal communication skills
• Knowledge and Skills
• Actuarial Problem Solving
• Issues management
• Attention to detail and accuracy

Personal Attributes

• Self-development - Contributing independently
• Interpersonal savvy - Contributing independently
• Nimble learning - Contributing independently
• Tech savvy - Contributing independently

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

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

Turnaround time

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Closing date: 31 July 2021

Our commitment to transformation

• The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

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Sanlam Values

The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles.  Applicants must exhibit their commitment to the values as part of the application process.

• Lead with courage
• Serve with pride
• Care because we respect each other
• Act with integrity & accountability
• Grow value through innovation & superior performance
   

What will you do?

• To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework. 
• To work in allocated key accounts and allocated markets.
• To offer customer service to Sanlam clients.
• To arrange appointments with potential customers within Key Accounts and Allocated Markets.
• To update and inform customers and client public of our new products.

 
Class of Business (COB):

• Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Financial Advisor.

 
Qualification & experience

• FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.

 
Matric (grade 12) or NQF level 4

• RE5 an advantage
• Clear Credit and Criminal records
• FAIS Compliance
• At least two years’ work experience within sales or marketing

 
Personal qualities

• Client Service Orientation
• Ability to influence client decision
• Confident decision maker
• Great business acumen
• Adhering to principles and values
• Analytical
• Proactive
• Ability to cope with pressure and setbacks
• Exceptional interpersonal skills
• Trustworthy
• Detail-oriented
• Activity management.

 
Our aim is to help you 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 realize 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.

Turnaround times

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

go to method of application »

Sanlam Values

The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles.  Applicants must exhibit their commitment to the values as part of the application process.

• Lead with courage
• Serve with pride
• Care because we respect each other
• Act with integrity & accountability
• Grow value through innovation & superior performance
   

What will you do?

• To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework. 
• To work in allocated key accounts and allocated markets.
• To offer customer service to Sanlam clients.
• To arrange appointments with potential customers within Key Accounts and Allocated Markets.
• To update and inform customers and client public of our new products.

 
Class of Business (COB):

• Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Financial Advisor.

 
Qualification & experience

• FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.

 
Matric (grade 12) or NQF level 4

• RE5 an advantage
• Clear Credit and Criminal records
• FAIS Compliance
• At least two years’ work experience within sales or marketing

 
Personal qualities

• Client Service Orientation
• Ability to influence client decision
• Confident decision maker
• Great business acumen
• Adhering to principles and values
• Analytical
• Proactive
• Ability to cope with pressure and setbacks
• Exceptional interpersonal skills
• Trustworthy
• Detail-oriented
• Activity management.

 
Our aim is to help you 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 realize 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.

Turnaround times

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

go to method of application »

Who are we?

• Sanlam Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology governance and risk orchestrator for technology across Sanlam.

What will you do?

• Service management of the mobile and fixed line services and processing of billing information provided by the network operators.

What will make you successful in this role?

• The role is accountable for all the service management activities in providing the SGT clients remote and fixed line connectivity. 

The required outputs for this role are:

Services and Request Management
–    Provide clients with support for incidents and request within SLA
–    Proactive management of mobile data utilisation within defined thresholds
–    Ensure sufficient stock levels are maintained of the required equipment 
–    Record accurate and complete documentation within the defined compliance legislation
–     Liaise with clients, service providers and network operators for the delivery of the requisite services and tasks
–    Provide accurate reporting (on client request) of mobile data usage according to the defined audit guidelines
–    Establishment or enhancement of a managed workflow to track and manage the delivery dates in accordance with the defined SLA

Billing and Cost recovery
–    Maintain accurate record of user information required for cost recovery
–    Ensure that the cost recovery process and billing details are made available within the required timeframe
–    Invoices from network and service providers to be processed timeously
–    Perform the required quality assurances checks verify the integrity of the cost recovery and invoice information

Reporting
–    Contribute to the weekly/monthly reporting on  outsource vendors adherence  to the SLAs and service contracts; service measurement and management
–    Maintain an accurate inventory of the telecommunications equipment held in stores 
–    Proactive forecasting and ordering of defined infrastructure 
–    Risk identification  
–    Containment of ICT infrastructure costs

Qualifications and Experience
Qualifications

–    IT or Business degree or diploma, or a minimum of 5 years relevant IT and business experience

Experience

–    Proven ability to manage a team
–    Clear understanding of IT Technologies
–    Proper  understanding of business priorities,  process logic and requirements 
–    Process modelling and optimisation 
–    Effective IT supplier engagement
–    Infrastructure service level measurement and management
–    Infrastructure lifecycle management and planning
–    Infrastructure optimization
–    Capacity monitoring and planning 
–    Proficient in Microsoft Office (Word, Excel, O365); Windows 10 OS 
–    Relationship management
–    Trouble shooting
–    ITIL and COBIT awareness

Knowledge and Skills

• Network Analysis
• Network Backup
• Network Disaster Recovery
• Network Standards and Procedures
• Network Testing
• Personal Attributes
• Interpersonal savvy - Contributing independently
• Decision quality - Contributing independently
• Plans and aligns - Contributing independently
• Optimises work processes - Contributing independently
• Action orientated - Contributing independently

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

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

Turnaround time

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation

• The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

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Overall purpose of the role

• Working mainly within Netcentric Application Environment designs, codes, tests, debugs and corrects programs in development in Netcentric (internet, intranet, extranet) environments. May also provide support and maintenance of computer systems.  Produces complex program specifications and implements system enhancements. Works within a strict framework of programming standards and may give input into programming standards and applied Web and Embedded Technologies. Delivering results with IT development language and types such as .Net and C#. 

Main responsibilities

• Technical analysis and documentation 
• Development of business solutions using application technologies 
• Hands-on implementation, configuring and supporting solutions 
• Assumes additional responsibility without being asked 
• Analysing user requirements, developing and extending functionality of Sanlam Corporate systems 
• Writing of code and Supporting new and existing systems 
• Interacting with users to gather requirements 
• Maintaining and debugging existing code 
• Working off a specification to implement a solution that is part of a bigger solution 
• Performing regression testing and code refactoring 

 
Qualification and experience

• Relevant tertiary qualification (degree or diploma)
• Minimum 5 years’ working experience with demonstrated skills in Microsoft.Net environment (C#, ASP.NET MVC, CSS3, HTML5, JS)
• Solid expertise of SQL database design and query writing
• Solid experience working in a multi-threaded environment 

 
Knowledge and Skills

• Netcentric Application Environment design
• Reporting and administration
• Quality, Compliance and Accreditation
• Business Requirements definition
• Web technologies

Core Competencies

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

Personal Attributes

• Interpersonal savvy - Contributing independently
• Decision quality - Contributing independently
• Action orientated - Contributing independently
• Optimises work processes - Contributing independently

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its 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.

Turnaround time

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation

• The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. 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.
• The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

 

go to method of application »

What will you do:

• Liaising with the stakeholder regarding their initiatives and account managing the design and communications of digital assets to execute on their brief
• Brief in campaigns and liaise with outsourced agencies re execution of strategy
• Liaise with clients to create bespoke digital assets, in line with broader digital strategy
• Work with agencies to produce & publish social media content in order to drive engagement and affinity for the brand
• Re-purpose existing and leverage print content for the digital properties, where appropriate to support the overall content strategy,
• Writing, editing and maintenance of content on websites and social media channels
• Image sourcing and picture editing for articles and home page banners
• Upload content to CMS (Wordpress) and social media platforms
• Ensuring all content is maintained to a high quality standard and kept updated
• A strong understanding of content management and marketing
• Supplier management

What will make you successful in this role?
Qualifications and Experience:

• Relevent degree or Diploma or equivalent work experience
• Minimum 4-6 years experience
• Agency background preferred
• Experience on all major social media platforms
• Corporate experience advantageous

Technical Competencies:

• Background in digital marketing, web writing, advertising, marketing, communications, mass media is preferred; with at least 4 years; solid experience in a digital marketing environment in a similar role;
• Knowledge of bulk email tools (IBM, Everlytic, Graphic Mail etc)
• Knowledge of Wordpress CMS tools & plugins
• Technical proficiency of available web infrastructure (Intermediate)
• Knowledge of HTML design would be advantageous
• Ability to interpret  analytics and compile digital marketing, specifically email, reports
• Ability to generate content and ensure high engagement
• Proficient in Microsoft Office
• Excellent written and verbal communication skills
• Financial services background advantageous

Behavioral Competencies:

• Analytical and attention to detail
• Mature, self-motivated, efficient, reliable, focused and fast-working
• Able to work under pressure and to strict deadlines
• Good time management and the ability to multi-task effectively
• Able to manage client expectations, and ensure effective and timeous execution of deliverables
• The ability to work independently and as part of a team
• Resilience
• Questioning and listening skills
• Qualification and Experience
• Degree or Diploma with 4 to 6 years related experience.

Knowledge and Skills

• Support business strategies
• Digital and social media
• Design and implement digital processes and policies
• Regulation
• Management of employees
• Personal Attributes
• Business insight - Contributing through others
• Communicates effectively - Contributing through others
• Manages complexity - Contributing through others
• Plans and aligns - 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

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

Turnaround time

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation

• The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensure a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process

go to method of application »

What will you do?
This is an administrative support position that reports directly to the Branch Manager. The role renders general administration to all in the branch, with a specific focus on client communication and loading and redirecting work flow to the Sales Support
Consultant / Financial Advisers 

•    Facilitate bulk communication by working closely with an external communication’s company
•    Undertake periodic direct communication to clients 
•    Co-ordinate client information updates on SANFIN
•    Upload /refresh mobile application with client detail in preparation for client presentation or appointment 
•    Workflow management and reporting 
•    Team cohesiveness and relationship building by building productive relationships with advisers, sales management and alliance departments (Sanlam Financial Advisers/Sanlam Sky)
 

What will make you successful in this role?
Qualification & experience 

•    Grade 12 or equivalent 
•    5 years’ experience in financial distribution services 
•    2 – 3 years’ client service and administration experience 

Knowledge and skills 

IT 
•    MS: Office (Excel, Word, PowerPoint, Outlook)
•    SanFin (Client management, workflow, reports, etc.)
•    Mobile App (chrome)
•    WIS 

Business 
•    Financial Services knowledge and experience 
•    Sanlam products knowledge (basic)
•    Sales processes (NB and Existing Business updates/changes processes)
•    Legislative compliance of a financial services/sales environment (FICA/FAIS/PPI etc.)
•    Knowledge of Sanlam’s support services and administration processes

Personal qualities 

Attributes / Skills: 
•    Planning and organising 
•    Information monitoring 
•    Customer service orientated 
•    Attention to details 
•    Problem solver 
•    Able to work independently and plan/schedule work effectively 
•    Team player 
•    Communication 

Competencies:
•    Cultivate innovation
•    Client centricity 
•    Result driven 
•    Collaboration 
•    Flexibility and adaptability 
•    Plans and aligns 
•    Communicates effectively 
•    Action oriented 
•    Optimizes work processes 
•    Treating customers fairly 
 

Personal Attributes

• Plans and aligns - Contributing independently
• Interpersonal savvy - Contributing independently
• Communicates effectively - Contributing independently
• Optimises work processes - Contributing independently
• Build a successful career with us
• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

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

Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

The closing date for applications is 09 June 2021

The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.  

Our aim is to help you 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 – Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office – the group provides many opportunities for growth and development. 
   

Our commitment to transformation

• The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.