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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?
- Execution and monitoring of client trades, on behalf of portfolio managers, on the JSE and other securities markets
- Execute orders for non-discretionary clients and achieving consistently good trade pricing in line with client instructions
- Trading equities, unit trusts (local and offshore) and executing FX transactions
- Reporting of trades to the Portfolio Managers and Clients
- Overseeing trade process from execution to settlement – local and offshore
- Participation in the branch’s investment process and generating client orders for discretionary accounts with regard to buy levels
- At the request of Portfolio Managers; ad-hoc measurement of the internal rate of return, and/or deviation of client portfolio’s against model portfolio
Qualification And Experience
- Bachelor’s degree or equivalent
- Registered persons and traders exams an advantage
- An understanding of the Private Client business and the stock-broking environment
Knowledge And Skills
- Previous experience within Private Wealth industry will be advantageous
- Working knowledge of X-Plan / BDA / Hermes an advantage
- Fully bilingual (English and Afrikaans)
- Computer literacy [MS Office]
Personal qualities
- Strong numerical orientation
- Highly organized with a high level of customer focus
- Accurate and detail orientated
- Critical and analytical capability
- Ability to perform well under pressure and show maturity, confidence and resilience
- Excellent listening, communication and interpersonal skills
- Pro-Active approach to work, clients, problem solving
- Learning agility and curiosity
- Assertive
- Passionate ownership for results
go to method of application »
What will you do?
- Telephonic retentions on arrear policies (outbound and inbound)
- To provide efficient and quality service to the customer
- Application of the standard operating procedures in place
- Compliance to industry legislation and guidelines governing collection of arrear premiums on insuranceproducts
- Tracking of outcomes for all policies handled to determine where escalated treatment is needed
- Responsible for daily/weekly/monthly reporting
- Obtain and provide information from/to various stakeholders (Billing, Finance, etc)
- Query and complaint handling
- Identify problem areas and trends, propose resolution and prevention
What will make you successful in this role?
Qualification & Experience
Knowledge And Skills
- Additional studies of a financial nature (in progress or complete) will be an advantage
- At least two years’ experience in the financial services industry. Call Centre experience an advantage.
- Advanced MS Office (Excel, PowerPoint)
Personal Qualities
- Well-developed communication (written & verbal) skills
- Negotiating Skills
- Assertiveness
- Conflict Management
- Accuracy and attention to detail
- Analysing
- Relating & networking
- Adapting and responding to change
- Problem solving
- Ability to work independently and be a team player
- Good planning and organisational skills
- Proactivity
- Confidence and Decisiveness
Personal Attributes
- Plans and aligns - Contributing dependently
- Communicates effectively - Contributing dependently
- Action orientated - Contributing dependently
- Optimises work processes - Contributing dependently
go to method of application »
What will you do?
- Full financial oversight of financial management and risk function for sales function in an insurance company
- Preparation and/ or review of management reporting, key metrics and sales insights
- Planning and preparing of reporting, budgeting and forecasting
- Analysis, review and approval of sales payroll – commissioned and salaried staff
- Analysis of sales remuneration
- Review and set-up of MIS reporting as a tool for use of all sales levels including executive committee
- Represent Finance in sales projects and vice versa
- Staff management
- Risk management oversight of sales function
- Various adhoc requirements for Finance, Actuarial and Sales
- The key responsibility of this role is to ensure that finance is a business and risk partner to the various sales channels and that the business objectives are met sustainably
What will make you successful in this role?
Minimum Requirements
- CA(SA)
- 5-10 years’ experience in a senior management position
- 5 years’ experience in a Senior Financial Management role in Insurance Industry would be an advantage
- Proficiency in MS Office Word and Excel (advanced)
- Strong staff management skills is a must
Competencies
- Planning and Organising
- Attention to detail
- Relating and Networking
- Adapting and Responding to Change
- Coping with Pressures and Setbacks
- Confidence and Decisiveness
- Analysing
- Pro-Activity
- Problem Solving
- Staff management
- Client Service Orientation
- Treating Customers Fairly
Knowledge and Skills
- Financial analysis and planning
- Financial Management and controls
- Financial Reporting
- Financial Risk Management
- Management of employees
- Personal Attributes
- Manages complexity - Contributing strategically
- Business insight - Contributing strategically
- Courage - Contributing strategically
- Builds effective teams - Contributing strategically
go to method of application »
What will you do?
- This role is responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ, ensuring they are retained, competent and productive as quickly as possible.
What will make you successful in this role?
- Supervision and management of financial advisers during the first 24 months of employment encompassing the following outputs:
- Activity, productivity and performance management of newly appointed advisers
- Upskilling newly appointed advisers on products, technical knowledge, systems, processes, compliance, legislation etc.
- Focused Coaching and Vesting to ensure that the FA undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity
- Focused Development of FA's in the different market segments i.e. Estate Planning, Investments etc.
- Recruitment of Financial Advisers
- Sourcing and vesting new advisers in Key Accounts
Qualification and Experience
- Matric
- Wealth Management/ Financial Planning qualification
- FAIS i.e. RE5 and 120 industry credits
- CFP would be an advantage
- Management/Coaching Diploma would be advantageous
- Marketing and Sales experience in the financial services industry
- 3-5 years experience as a Financial Adviser/ Planner in the middle to affluent market segment (proven track record)
- Experience in mentoring/ vesting of advisers
- Previous management role would be advantageous
- COB and CPD points
Knowledge and Skills
- Financial Services Industry and product knowledge (Sanlam and/or competitors)
- Legal technical knowledge (financial advice related and product related)
- Financial/Assurance products (broad and background)
- Management and developmental skills to manage/coach staff
- Relevant regulatory, legislation and compliance knowledge (FAIS accredited)
- Marketing/selling knowledge/skills (including 6 step sales cycle)
- Activity and performance management
- Fit and proper from a FAIS perspective to act as supervisor
Personal Qualities
- Cultivates Innovation
- Client Focus
- Drives Results
- Collaborates
- Flexible and Adaptable
- Drives Vision and Purpose
- Business Insight
- Directs Work
- Decision Quality
The closing date for the applications is 08 February 2023.
go to method of application »
What will you do?
- The primary focus of the position is to work with Brokers being the interface between themselves and the SanlamConnect: Gauteng South region to reach business objectives in a dynamic, innovative and high-performance business. The Electronic Sales Consultants only service Brokers via non face-to-face mediums using phone, email and a web-based application. Thus an electronic based servicing model is utilized. In addition to driving sales, they also undertake all the sales support functions relating quotes, issuing of the new business and existing business queries.
Output/Core Tasks:
Your success will come from:
- Driving sales and business building activities with Brokers
- Providing Brokers with support to grow their practice
- Preparation and planning for Broker engagements
- Building sound partnering relationships
- Administration and processing of new and existing business
- Meeting and exceeding your sales targets
- Supporting investment projects and campaigns (marketing support)
What will make you successful in this role?
Qualification and Experience
- Completed Business/Commerce/Marketing degree
- Relevant Qualification in Financial Services, e.g. Wealth Management
- Experience as a Broker Consultant/Assistant within the financial services industry
Knowledge and Skills
To be successful you will need to demonstrate good experience in:
- Financial Services & Industry Knowledge
- Financial Services Product Knowledge
Personal Qualities:
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Decision quality
- Action oriented
- Plans and aligns
- Business insights
- Treating customers fairly
Applications for this position close on 10 February 2023
go to method of application »
What will you do?
- Full financial management function for various Distribution Channels
- Preparation and review of management reporting to Finance, Actuarial and Head of Distribution Channel
- Expense management of Distributional Channel (branch and regional) including reporting, budgeting and forecasting.
- Reporting, budgeting and forecasting of Distributional Channel sales
- Analysis, review and approval of Distribution Payroll – commissioned and salaried staff
- Analysis of sales remuneration for Distribution Channel
- Review of MIS reports to Distributional Channel role players and Head of Distribution Channel
- Review of monthly payroll and finance reconciliations
- Represent Finance in distribution channel projects and vice versa
- Staff management
- Risk identification, collation and reporting for Distributional Channel
Qualification & experience
- BCom(Hons)/CA(SA)
- 2-3 years’ experience in similar role
- 1 years’ experience in a Financial Management role in Insurance Industry would be an advantage
- Proficiency in MS Office Word and Excel (advanced)
- Strong staff management skills
Personal Attributes
- Planning and Organising
- Attention to detail
- Relating and Networking
- Adapting and Responding to Change
- Coping with Pressures and Setbacks
- Confidence and Decisiveness
- Analysing
- Pro-Activity
- Problem Solving
- Staff management
- Client Service Orientation
- Treating Customers Fairly
Knowledge and Skills
- Financial analysis and planning
- Management of employees
- Financial Risk Management
- Financial Reporting
- Financial Management and Control
Personal Attributes
- Manages complexity - Contributing through others
- Decision quality - Contributing through others
- Financial acumen - Contributing through others
- Plans and aligns - Contributing through others
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
go to method of application »
What will you do?
- This is a regional management role within Succession (AFP and SFP). This role is accountable to drive sales growth within the region across all four classes of business (Life, ST, Health and Wealth) distribution both Sanlam and other external products provider products.
Key focus areas include:
- Create and execute a regional sales strategy
- Increasing regional market share and implementing the Succession VP
- Drive sales and marketing across all four classes of business
- Drive new planners acquisition
- Manager FP contracts
- Support FP business development
- Ensure compliance is maintained within the region
- Build business partnerships with internal and external (approximately 130) industry product providers
- Manage a team of Business Administration Consultant’s that drive:
- On-boarding, vesting, and development of Financial Planners
- Oversee compliance of submitted business,
- Practice development and or management of Financial Planners
- People Management
- Budget and expense management
What will make you successful in this role?
Qualification & experience
- Grade 12
- Management diploma
- Commercial/Financial or business related diploma/degree
- CFP/RFP3 or equivalent (i.e.: 120credits)/Possibly KI
- Extensive Financial Services experience in a marketing/sales environment
- Sales and operational management/leadership of a team/unit
Knowledge and skills
IT:
- E2 Financials
- MS: Office (PowerPoint, Excel, Word, Outlook)
- Sanfin
- Sanport
- COMPAY
- SEED Analytics
- POWER BI
Business:
- Broad and significant Financial Services Industry Knowledge/understanding
- Financial Services Product Knowledge
- Distribution Strategy and Models/ how a distribution business operate
- Knowledge of Life, Investment, Health and ST
- Financial and budget management
- Strategy Planning/business planning and execution
- Sales and marketing processes and principles/plans
- Market and client segmentation knowledge
- Value driver metrics and measures
- Relevant regulatory legislation and compliance knowledge within Financial Services
- Risk management and compliance
- Good general legal technical knowledge
- Leadership and management principles and governances
- Contracts and licensing agreements
- Commission and remuneration structures
- Business metrics and measurements
Personal qualities
Cultivates Innovation
- Client Centricity
- Results Driven
- Collaboration
- Flexibility and Adaptability
- Drives Vision and Purpose
- Business Insight
- Directs Work
- Decision Quality
- Treating Customers Fairly
Personal Attributes
- Persuades - Contributing through others
- Manages complexity - Contributing through others
- Decision quality - Contributing through others
- Business insight - Contributing through others
Core Competencies
- Being resilient - Contributing through others
- Collaborates - Contributing through others
- Cultivates innovation - Contributing through others
- Customer focus - Contributing through others
- Drives results - Contributing through others
The closing date for applications is 14 February 2023
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?
1. Assist in growing the Sanlam Connect Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
- 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 SanlamConnect brand
2. 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.
3. 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 client’s 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’s portfolio annually by undertaking the above steps.
4. Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ 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.
5. 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
- Builds networks - Contributing independently
Core Competencies
- Collaborates - Contributing independently
- Being resilient - Contributing independently
- Drives results - Contributing independently
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
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?
1. Assist in growing the Sanlam Connect Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
- 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 SanlamConnect brand
2. 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.
3. 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 client’s 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’s portfolio annually by undertaking the above steps.
4. Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ 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.
5. 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
- Builds networks - Contributing independently
Core Competencies
- Collaborates - Contributing independently
- Being resilient - Contributing independently
- Drives results - Contributing independently
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
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?
1. Assist in growing the Sanlam Connect Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
- 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 SanlamConnect brand
2. 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.
3. 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 client’s 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’s portfolio annually by undertaking the above steps.
4. Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ 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.
5. 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
- Builds networks - Contributing independently
Core Competencies
- Collaborates - Contributing independently
- Being resilient - Contributing independently
- Drives results - Contributing independently
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
go to method of application »
What will you do?
- The financial service industry is the place to be for an ambitious professional!
- Third party marketing brings big opportunities, big rewards
- Broker Consultant: SanlamConnect Gauteng South Region is the distinctive hub of our business, central to driving investor flows and keeping our brand and national footprint as strong as it is. We are a dynamic, innovative and high-performance distribution channel, committed to the value of independent intermediated advice and to long-term relationships between brokers and their clients.
- As an integral part of SanlamConnect Gauteng South Region, your primary focus will be to work with Brokers being the interface between themselves and SanlamConnect Gauteng South Region to reach business objectives in a dynamic, innovative and high performance business.
Output/Core Tasks:
Your success will come from:
- Promoting and marketing the company products
- Building strong relationships with brokers
- Providing efficient service
- Meeting and exceeding your targets
- Supporting brokers in their practices and assist them to grow their businesses.
What is in it for you?
- Unique remuneration structure that will see you well rewarded for your success
- Get to manage your own income
- Work with visionaries in the industry who value entrepreneurship and creativity
- Represent one of the top well-respected South African companies
- Be invested in and grow your talents
What will make you successful in this role?
Qualification and Experience
- Completed Business/Commerce/Marketing degree
- Preferably Post graduate diploma in Financial Planning/RFP3/Wealth/Management 3
- At least 1 year in the financial industry
- Goal and target motivated
- Sales and marketing orientation
- Natural relationship-builder
Knowledge and Skills
To be successful you will need to demonstrate good experience in:
- The financial services industry, specifically in life insurance
- Marketing principles and sales skills in order to meet your targets
- Experience in third-party marketing
- Relevant regulatory legislation and compliance knowledge
- Full Professional Proficiency in Afrikaans and English. (Read and Write)
Personal Qualities
- Cultivates innovation
- Client centricity
- Results-driven
- Collaboration
- Flexibility and adaptability
- Technical and Professional Knowledge
- Entrepreneurship
- Treating customers fairly (TCF)
- Decision-making
- Continuous learning
- Gaining commitment
- Work standards
- Adaptability
- Tenacity
- Initiative
- Communicate effectively in English and Afrikaans
- Impact
The closing date for applications is 08 February 2023
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?
1. Assist in growing the Sanlam Connect Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
- 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 SanlamConnect brand
2. 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.
3. 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 client’s 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’s portfolio annually by undertaking the above steps.
4. Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ 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.
5. 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
- Builds networks - Contributing independently
Core Competencies
- Collaborates - Contributing independently
- Being resilient - Contributing independently
- Drives results - Contributing independently
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
go to method of application »
What will you do?
- The Managing Executive: Client Experience is a member of the SC Executive Leadership team, reporting to the Chief Executive Officer: SC. As the Executive of Client Experience (CX), you will lead on the design and delivery of consistent, easy and intuitive services by bringing the client experience strategy to life through effective delivery, performance improvement and the complaints resolution service.
- You will be highly skilled at driving execution and improvement from client insights ensuring we continue to improve, innovate and deliver positive outcomes for our clients and intermediaries. This will include improving the digital experience across all touchpoints across the organisation by enhancing client satisfaction and delivering positive, measurable outcomes for our customers, whilst contributing to our vision of living with confidence.
What will make you successful in this role?
Key Responsibilities
Designing and developing an effective client strategy across the organisation, using data and client behavioural insights
- Developing and delivering an internal customer quality standard framework, including customer personas, customer journey maps and a range of KPI's across customer touchpoints
- Translating customer insight and feedback into recommendations and actions for the wider organisation through effective and innovative solutions, overseeing and monitoring delivery plans
- Delivery of the customer experience and the user experience strategy by integrating these into a holistic and tangible experience
- Focused ownership of the Digital client journey and engagements which includes website design, digital marketing, digital lead generation and analytics
- Providing direction, expertise and support, ensuring the delivery of client experience projects
- Develop a Marketing and Communications strategy that supports the unique Client Experience journey
- Stakeholder management in terms of reporting, monitoring feedback of the Client Experience milestone delivery
- Foster a positive work environment and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
Qualification and Experience
- Relevant Degree, B Comm, Information or Data Science/ Marketing
- At least 5 years’ experience at a Senior Management and Executive committee level
- Experience in Healthcare advantageous
- Experience in large corporates within the financial services industry
Knowledge and Skills
- Excellent communication and influencing skills, able to inspire others, able to create buy-in
- Strong leadership and management experience, leading by example and fostering a client centric, accountable environment to achieve high performing targets
- A track record of delivering high levels of client satisfaction and service performance
- Working knowledge of supportive customer technology such as CRM systems, AI and automation technology
- Effective stakeholder management skills, working collaboratively with senior managers and operational teams across various functions
- Experience in delivering client-centric services, analytical thinking process development and improvement, problem-solving and planning
- Significant experience of client service delivery
Personal Attributes
- Drives vision and purpose - Contributing strategically
- Business insight - Contributing strategically
- Manages complexity - Contributing strategically
- Strategic mindset - Contributing strategically
Core Competencies
- Cultivates innovation - Contributing strategically
- Customer focus - Contributing strategically
- Drives results - Contributing strategically
- Collaborates - Contributing strategically
- Being resilient - Contributing strategically
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?
1. Assist in growing the Sanlam Connect Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
- 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 SanlamConnect brand
2. 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.
3. 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 client’s 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’s portfolio annually by undertaking the above steps.
4. Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ 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.
5. 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
- Builds networks - Contributing independently
Core Competencies
- Collaborates - Contributing independently
- Being resilient - Contributing independently
- Drives results - Contributing independently
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
go to method of application »
What will you do?
- This role is responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ, ensuring they are retained, competent and productive as quickly as possible.
What will make you successful in this role?
Supervision and management of financial advisers during the first 24 months of employment encompassing the following outputs:
- Activity, productivity and performance management of newly appointed advisers
- Upskilling newly appointed advisers on products, technical knowledge, systems, processes, compliance, legislation etc.
- Focused Coaching and Vesting to ensure that the FA undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity
- Focused Development of FA's in the different market segments i.e. Estate Planning, Investments etc.
- Recruitment of Financial Advisers
- Sourcing and vesting new advisers in Key Accounts
Qualification and Experience
- Matric
- Wealth Management/ Financial Planning qualification
- FAIS i.e. RE5 and 120 industry credits
- CFP would be an advantage
- Management/Coaching Diploma would be advantageous
- Marketing and Sales experience in the financial services industry
- 3-5 years experience as a Financial Adviser/ Planner in the middle to affluent market segment (proven track record)
- Experience in mentoring/ vesting of advisers
- Previous management role would be advantageous
- COB and CPD points
Knowledge and Skills
- Financial Services Industry and product knowledge (Sanlam and/or competitors)
- Legal technical knowledge (financial advice related and product related)
- Financial/Assurance products (broad and background)
- Management and developmental skills to manage/coach staff
- Relevant regulatory, legislation and compliance knowledge (FAIS accredited)
- Marketing/selling knowledge/skills (including 6 step sales cycle)
- Activity and performance management
- Fit and proper from a FAIS perspective to act as supervisor
Personal Qualities
- Cultivates Innovation
- Client Focus
- Drives Results
- Collaborates
- Flexible and Adaptable
- Drives Vision and Purpose
- Business Insight
- Directs Work
- Decision Quality
The closing date for the applications is 10 February 2023.
go to method of application »
What will you do?
- This role is responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ, ensuring they are retained, competent and productive as quickly as possible.
What will make you successful in this role?
Supervision and management of financial advisers during the first 24 months of employment encompassing the following outputs:
- Activity, productivity and performance management of newly appointed advisers
- Upskilling newly appointed advisers on products, technical knowledge, systems, processes, compliance, legislation etc.
- Focused Coaching and Vesting to ensure that the FA undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity
- Focused Development of FA's in the different market segments i.e. Estate Planning, Investments etc.
- Recruitment of Financial Advisers
- Sourcing and vesting new advisers in Key Accounts
Qualification and Experience
- Matric
- Wealth Management/ Financial Planning qualification
- FAIS i.e. RE5 and 120 industry credits
- CFP would be an advantage
- Management/Coaching Diploma would be advantageous
- Marketing and Sales experience in the financial services industry
- 3-5 years experience as a Financial Adviser/ Planner in the middle to affluent market segment (proven track record)
- Experience in mentoring/ vesting of advisers
- Previous management role would be advantageous
- COB and CPD points
Knowledge and Skills
- Financial Services Industry and product knowledge (Sanlam and/or competitors)
- Legal technical knowledge (financial advice related and product related)
- Financial/Assurance products (broad and background)
- Management and developmental skills to manage/coach staff
- Relevant regulatory, legislation and compliance knowledge (FAIS accredited)
- Marketing/selling knowledge/skills (including 6 step sales cycle)
- Activity and performance management
- Fit and proper from a FAIS perspective to act as supervisor
Personal Qualities
- Cultivates Innovation
- Client Focus
- Drives Results
- Collaborates
- Flexible and Adaptable
- Drives Vision and Purpose
- Business Insight
- Directs Work
The closing date for the applications is 28 February 2023.
go to method of application »
What will you do?
- The Managing Executive: Sanlam Group Risk is a member of the SC Executive Leadership team, reporting to the Chief Executive Officer: Sanlam Corporate. The role has several senior direct reports and partners with various Sanlam business units to deliver leading risk products and solutions to our clients. The role requires a seasoned executive with experience in the Employee Benefits business.
What will make you successful in this role?
- Accountability for the direction of the Group Risk business to achieve agreed strategic and financial outcomes.
- Develop and maintain a framework for decision making in the quotes area to optimise the process and promote consistency
- Ensure risk products are priced appropriately and carefully monitor benefit design to ensure optimal outcomes.
- Execution of competitive pricing strategies to drive long term profitability and business growth.
- Drives the use of world-class capability in mortality and morbidity expertise including research, product management, modelling, underwriting, claims management, pricing and reinsurance.
- Integrate risk and healthcare products to improve member outcomes and to enhance our proposition, aligned to the strategic focus on holistic solutions.
- Investigate and analyse competitor trends and utilise insights to product development and pricing strategies
- Design, implement and drive an annual rate review strategy that focuses on process optimization, increased automation and alignment with the new business pricing strategies
- Assess the suitability and viability of new products and services and provide the necessary support to ensure development takes place within agreed time frames.
- Ensure that products are developed and priced with the Group’s governance framework and that products continue to be maintained within this framework.
- Set and review the reinsurance strategy for the Group Risk portfolio, foster a culture of close collaboration with our reinsurance partners.
- Partner with SC Distribution to establish, monitor and review pricing and product development principles across the product spectrum for both new and existing business.
- Actively participate in the research and monitoring of the industry, target market and competitors to identify opportunities and threats as well as areas for improvement in operations.
- Partner with the Client Experience to enhance client and intermediary reporting to enhance Sanlam Corporate’s ability to differentiate itself from competitors.
- Establish and promote healthy vertical and horizontal business processes that insure efficient and effective client delivery within set expectations and agreed performance standards in the area of accountability.
- Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
- Partner with Distribution & Servicing to define fair and innovative client service practices which build rewarding relationships, and allows team to provide exceptional client service.
- Engage with key internal and external stakeholders to identify changing client needs and align service offering with client needs.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
- Foster a positive work environment and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organizational values.
- Optimally utilise the budget for the business, including the authorisation of expenditures and implementation of financial regulations.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
- Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
Personal Attributes
- Drives vision and purpose - Contributing strategically
- Business insight - Contributing strategically
- Manages complexity - Contributing strategically
- Strategic mindset - Contributing strategically
Core Competencies
- Cultivates innovation - Contributing strategically
- Customer focus - Contributing strategically
- Drives results - Contributing strategically
- Collaborates - Contributing strategically
- Being resilient - Contributing strategically
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?
1. Assist in growing the Sanlam Connect Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
- 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 SanlamConnect brand
2. 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.
3. 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 client’s 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’s portfolio annually by undertaking the above steps.
4. Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ 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.
5. 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
- Builds networks - Contributing independently
Core Competencies
- Collaborates - Contributing independently
- Being resilient - Contributing independently
- Drives results - Contributing independently
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
go to method of application »
What will you do?
- The Managing Executive: Human Capital (HC) is a member of the SC Executive Leadership team, reporting to the Chief Executive Officer: SC. The role has several senior direct reports and relies on the Sanlam Group for a shared service offering regarding payroll and certain central administration services. The role requires a seasoned and proven senior HR generalist, a leader & developer of people who has previously demonstrated strategic leadership capability with a solid track- record at an executive level.
What will make you successful in this role?
Key Responsibilities
- Develop, enhance and execute the Sanlam Corporate HC strategy that will support the SC Business strategy
- Partner with the SC CEO and the SC Executive team on all matters on people, culture and transformation by providing sound people advice, insight and guidance
- Develop tools and systems to provide critical market information to the Cluster CEO and make actionable recommendations on both strategy and operations.
- Identify and develop strategic partnerships to leverage new opportunities
- Analyse market changes, competitors, risks, opportunities and threats and create contingency plans for these in order to attract and retain employees
- Monitor and track MIS/reporting and undertake corrective actions if required regarding the effectiveness of the strategy execution
- Design and deliver a strategic HC organisation that supports the business.
- Own organisational culture with a key emphasis on creating an aligned Sanlam Corporate Culture in conjunction with SC leadership
- Execute existing People & Transformation strategies with key milestones and deliverables with specific emphasis on Transformation, Remuneration and Benefit alignment, Wellness, Pipeline Development, Culture, etc.
- Manage and develop the HC team to enable growth and optimal delivery through team alignment and collaboration.
- Align Sanlam Group HC imperatives and projects that are designed to drive talent development and mobility.
- Manage key stakeholder relationships, internally and externally. (Across the cluster, the broader group, key external service providers, industry peers, etc).
- Adhere to compliance requirements and industry related legislations, and ensure adherence to business processes and controls
Qualification and Experience
- Relevant tertiary qualification
- Postgraduate qualification - preferred
- Extensive generalist HR experience essential
- Experience at a Senior HR Management and Executive committee level (min 8 years)
- Experience in large corporates within the financial services industry – advantageous
Knowledge and skills
- Sound technical expertise on holistic HR processes and managing change
- Working knowledge of Labour Relations practice and processes
- Working knowledge on HR and labour-related legislation
- Strong commercial acumen
- Outstanding communication skills.
- Ability to lead teams and be a manager of managers.
- Ability to coach, influence and inspire.
Personal Attributes
- Organisational savvy - Contributing strategically
- Manages complexity - Contributing strategically
- Drives engagement - Contributing strategically
- Business insight - Contributing strategically
Core Competencies
- Cultivates innovation - Contributing strategically
- Customer focus - Contributing strategically
- Drives results - Contributing strategically
- Collaborates - Contributing strategically
- Being resilient - Contributing strategically
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?
1. Assist in growing the Sanlam Connect Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
- 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 SanlamConnect brand
2. 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.
3. 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 client’s 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’s portfolio annually by undertaking the above steps.
4. Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ 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.
5. 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
- Builds networks - Contributing independently
Core Competencies
- Collaborates - Contributing independently
- Being resilient - Contributing independently
- Drives results - Contributing independently
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
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?
1. Assist in growing the Sanlam Connect Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
- 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 SanlamConnect brand
2. 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.
3. 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 client’s 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’s portfolio annually by undertaking the above steps.
4. Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ 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.
5. 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
- Builds networks - Contributing independently
Core Competencies
Collaborates - Contributing independently
Being resilient - Contributing independently
Drives results - Contributing independently
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
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?
1. Assist in growing the Sanlam Connect Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
- 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 SanlamConnect brand
2. 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.
3. 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 client’s 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’s portfolio annually by undertaking the above steps.
4. Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ 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.
5. 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
- Builds networks - Contributing independently
Core Competencies
- Collaborates - Contributing independently
- Being resilient - Contributing independently
- Drives results - Contributing independently
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
Method of Application
Use the link(s) below to apply on company website.
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