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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?
The Internal Audit Manager will report to the Head of Audit: Sanlam Life and Savings. The core duties of the Internal Audit Manager will be:
- Assisting with the management of the Internal Audit operations for the Sanlam Retail Mass (SRM) Cluster.
- Audit planning – Align the audit effort with the strategy, objectives, and emerging risks of their business:
- Perform overall risk analysis of the business.
- Design an overall audit plan that is aligned with the risk profile and strategic objectives of the business.
- Negotiate and contract the annual audit plan and budget with senior management and the audit committee.
- Regular communication to the EXCO members.
- Understand sources and trends in profits and profit drivers influencing it.
- Execution of the annual audit plan and developing audit plans for new clients.
- Staff scheduling
- Guidance on risk and control analysis
- Approve audit programmes.
- General quality assurance on audit assignments
- Guidance during the performance of ad-hoc audit requests.
- Provide guidance as to the practical implementation of the methodology.
- Integration with external audit requirements.
- Communication and reporting
- Rating of audit observations and obtain management comments on audit observations.
- Drafting, issuing, and discussing management letters
- Drafting of Financial and Risk Committee audit reports and attendance of these Committees
- Timely communication with senior management of changes to audit plans as well as significant audit observations.
- Follow-up previous audit observations
- Overall conclusion on control environments
- Highlight significant issues.
- Client and Assurance relationships and networking
- Regular discussions with senior management regarding focus areas, progress with strategies and emerging and existing risks.
- Liaise with external auditors, risk management, forensics, and compliance to ensure assurance provision is optimised for the client.
- Staff management
- Skills development and coaching
- Staff management (performance evaluations, training & development, etc.)
- Provide input methodology and other best practices by performing the necessary research and maintaining/obtaining topical knowledge.
- Focussed team meetings.
- Creation of a learning culture
- Achievement of employment equity targets
- Effective successor planning
- Departmental initiatives
- Research and innovation
- To be contracted on a yearly basis.
Qualification and Experience
- A completed B. Com degree in Accounting / Financial Accounting / Management Accounting or equivalent degree or Diploma in Internal Auditing or Chartered Accountant (CA)
- Full understanding of all IIA Standards and Implementation Guidance
- Knowledge on how to perform a CAR and how to draft an audit programme.
- Chartered Accountant (CA) + 3 years post articles experience in auditing
- 7 Years audit experience of which 3 years on a supervisory (manager) level
- Minimum of 3 years of internal/ external audit experience in Financial Services
Knowledge and Skills
- Ability to draft Audit Committee reports and to present at an Audit Committee.
- Appropriate knowledge of Financial Services
- Understand the role of control models.
- Understanding of sampling
- Understanding of the appropriate Corporate Governance Codes and recommendations as it specifically relates to internal audit and risk management.
- Ability to effectively use the basic functionality of the technology commonly used.
- Understand the objectives and basic process flow of major business processes.
- Understanding of staff management practices.
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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.
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.
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What will you do?
- Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries
- Developing existing markets
- Risk management
- New Business (quality)
- Training (administration and sales)
- Target and goal setting (brokers/SAI/self)
- Action and development plans for future
- Analysis of management reports
- Business relationship building
- Conservation/ pay point control
- Maintain and improve service standards
Qualification and Experience
- Matric
- Industry recognized qualification
- A Business/ Commercial/Marketing qualification will be an advantage.
- RE5
- CPD
Knowledge and Skills
- Driver's License (own transport is a must).
- 2 years relationship management/marketing/sales experience or experience in a similar capacity.
- Preference will be given to candidates from the financial services industry.
- 120 FAIS credits
- RE1 would be advantageous
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What will you do?
Role description and Output/Core Tasks:
- SLS Actuarial provides support to SC Finance for profit calculations and is also responsible for SC’s valuation (including SAM results), EVs and ORSA calculations. This role supports these deliverables.
- The output required is the delivery of valuation information and critical monthly information to business. The mixture of responsibilities will depend on the abilities & experience of the candidate appointed.
Tasks to be performed include:
- Monthly valuation of retrospective SC Group Investment reserves;
- Calculation and management of SC Group Estate reserves;
- Assist with monthly IFRS17 calculations for SC Smoothed Bonus Investment products;
- Profit reporting including Group Admin profit reconciliation with SC: Finance;
- Allocation of SC expenses to products in Fund Accounting;
- Monthly manual journals for Fund Accounting;
- Calculation of monthly bonuses for SC Smoothed Bonus investment products;
- Calculation and communication of monthly funding levels of SC Smoothed Bonus products;
- Calculation of monthly guaranteed and investment fees;
- Calculation of monthly interest rates;
- Half-yearly consolidation of Analysis of Earnings of SC non-covered business;
- Assist with the development and maintenance of the SC EV Prophet model including required output templates, etc.;
- Ad-hoc tasks, e.g. Annuity Rates tables;
- Ad-hoc investigations.
What will make you successful in this role?
Requirements:
Qualifications:
- Actuarial or Finance degree
- Good progress with Actuarial subjects
Experience and skills:
- Good understanding of insurance products
- Good verbal and written communication skills to manage relationships with business stakeholders
- Ability to work independently, take initiative and meet deadlines
- Strong analytical and conceptual thinking
- Good MS Office skills (Word, Excel, PowerPoint)
- Knowledge seeking/learning orientation
- Life insurance product valuations experience will be an advantage
- Prophet and DCS experience will be an advantage
Personal attributes and Competencies:
- Strong technical and operational ability
- Strong operational process focus
- Good attention to detail
- Taking ownership of tasks
- Analytical and conceptual thinking
- Results driven
- Adaptability
- Advanced computer skills
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What will you do?
Key Responsibilities:
- General Administration of Group Life schemes
- Capturing and reconciliation of premiums
- Calculation and payouts of commission
- Administration - conversion options
- Annual cost calculations
- Administration of Medical requirements
What will make you successful in this role?
Qualifications and Experience:
- Matric with a C- symbol in either Mathematics or Accounting essential
- At least 2 - 3 years knowledge of the Group Risk business relating to premium administration; member management and medical underwriting processes.
- Strong numerical and analytical ability
Knowledge and Skills
- Sound Knowledge of products, processes and services in the Group Risk environment
- Computer literacy (Microsoft Office)
- Understanding of rules and policy regulations with regards to schemes/funds
- Advanced excel skills is a requirement
- Experience on MIP workflow system will be advantageous
Behavioral Competencies
- Team Player
- Excellent communication skills
- Proactive individual and self-starter
- Good problem solving and decision-making skills
- Ability to use initiative
- Good customer services orientation
- Good planning and organizational skills
- Ability to work to deadlines and results driven
- Demonstration of living the company’s values- being transparent, passionate and innovative
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What will you do?
Key Responsibilities:
- General Administration of Group Life schemes
- Capturing and reconciliation of premiums
- Calculation and payouts of commission
- Administration - conversion options
- Annual cost calculations
- Administration of Medical requirements
- What will make you successful in this role?
Qualifications and Experience:
- Matric with a C- symbol in either Mathematics or Accounting essential
- At least 1 - 2 years knowledge of the Group Risk business relating to premium administration; member management and medical underwriting processes.
- Strong numerical and analytical ability
Knowledge and Skills
- Sound Knowledge of products, processes and services in the Group Risk environment
- Computer literacy (Microsoft Office)
- Understanding of rules and policy regulations with regards to schemes/funds
- Advanced excel skills is a requirement
- Experience on MIP workflow system will be advantageous
Behavioral Competencies
- Team Player
- Excellent communication skills
- Proactive individual and self-starter
- Good problem solving and decision-making skills
- Ability to use initiative
- Good customer services orientation
- Good planning and organizational skills
- Ability to work to deadlines and results driven
- Demonstration of living the company’s values- being transparent, passionate and innovative
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What will you do?
On boarding and administration of advisor/SAI’s and new broker contracts:
- Conduct the required checks for all new appointments, which includes Agent, DOFA, FSB and MIE and finger prints checks.
- Prepare and upload all relevant documentation (e.g., rep packs, employment contracts, performance contracts, supervision forms) and personal details for all new sales managers, BDs and advisors and ensure these remain up to date.
- Ensure all branch training registers are updated and filed monthly.
- Complete adviser and manager termination forms accurately and submit them to Branch Manager for approval.
Policy Servicing:
- Ensure that client amendments are submitted and processed timeously and follow up for completion.
- Assist branches and advisors with client related queries including, telephonic queries, client walk-ins and claims escalations.
- National support to brokers queries
- Policy information requests handled within agreed SLA.
- Engage clients to inform them about their policies on the lapse pending
- Contact clients with 50 pending lapses per week, and then assessing the number of successful premium payments
Retentions Reporting:
- Pull and analyse all required monthly and weekly reports and distribute, where required, to management/Brokers.
- Manual lodgements and submission
- Quarterly Rank Movement Spreadsheet (Updated every month, cases, NTU and Persistency)
Ad hoc administrative support:
- Support advisors, sales managers and branch managers with all required technological support including, system application/access as well as resolving any technological errors or queries.
- Support advisors with all required training requirements, including any Moodle related support as well as the planning, organisation and execution of training meetings or events.
- Ensure advisors receive commission statements, payslips (when requested) and that any other commission or pay related issues are resolved.
- Prepare the required data for advance commission payments/loans.
- Manage the resolution of any facility related issues.
- Assist with training of external system users, and access.
- Assist with stock management/toner orders and stationery and update company asset registers
- Support with the completion of any branch related legislative requirements, including the completion of OHS surveys and Department of Labour Branch visits.
- Support Advisors with all required training requirements, including any Moodle related support as well as the planning, organisation and execution of training meetings or events
Digital sales device management
- Assistance with the order, allocation, distribution of devices
- Administration towards device management including stolen/lost devices, forensics reporting
- Troubleshooting and reporting on damaged devices.
- V-track asset management
- Manage team central file of asset allocation and returns.
- Ensure training and upskilling of new advisers on I-Manage application and process.
- Provide monthly support and guidance on new Dash Boards for Sales Managers/Branch Managers.
- Monitor new business application flows
- Reporting weekly common errors to Sales Managers.
What will make you successful in this role?
QUALIFICATIONS
- Matric (Grade 12)
- Diploma or degree in related field will be advantageous.
KNOWLEDGE AND EXPERIENCE
Knowledge:
- In-depth understanding of industry standards
- Working knowledge of products and services (advantageous)
- Knowledge of regulatory and compliance frameworks would be advantageous.
- Customer engagement principles
Experience:
- 2 - 3 Years experience in an administrative capacity in an operational environment.
- Experience in the insurance industry would be advantageous.
- Demonstrated client engagement experience.
- Experience working on office management or task management systems (MS Outlook / Teams / Jira / etc.)
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What will you do?
- Perform control adequacy reviews of business processes.
- Define sample criteria/ extract samples.
- Perform control effectiveness reviews of business processes.
- Perform ad hoc assignments (management requests/ project assurance, etc.).
- Prepare audit working documents.
- Prepare draft audit reports for discussion with clients.
- Report control breakdowns/ audit findings to appropriate levels of management.
- Prepare audit programmes for execution.
- Perform quality assurance over control effectiveness reviews, update of audit programmes, and audit observations drafted by junior staff.
- Prepare assignment planning documentation.
- Provide on-the-job supervision and transfer of knowledge.
- Manage a team on an individual audit assignment.
- Client relationship management.
- Provide ad hoc assistance to Audit Specialists and Audit Managers.
Qualification and Experience
- A completed B. Com degree in Accounting / Financial Accounting / Management Accounting or equivalent degree or Diploma in Internal Auditing.
- Minimum of 5 years audit experience
- OR Completed SAICA articles.
- Audit experience in the Financial Services sector will be to your advantage.
Knowledge and Skills
- Ability to execute a Control Effectiveness Review and perform basic risk and control assessments
- Understand the role of control models
- Understand all IIA Standards and Implementation Guidance as it relates to audit assignment execution
- Understanding of sampling
- Ability to effectively use the basic functionality of the technology commonly used
- Understand the objectives and process flow of major business processes
- Detailed knowledge on how to perform a Control Adequacy Review and how to draft an audit programme.
- Basic level of understanding of staff management practices
Behavioral Competencies
- Business insight
- Communicates effectively
- Decision quality
- Plans and aligns
Core Competencies
- Being resilient - Contributing independently
- Collaborates - Contributing independently
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
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What will you do?
Sales and financial advice to new and existing customers:
- Remain up to date with the range of products offered by Sanlam Retail Mass.
- Plan, arrange appointments and manage a schedule with potential customers within key accounts, meeting conduct and customer engagement standards.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Identify and pursue further sales opportunities in existing or new markets.
- Develop, plan, and continuously adjust sales tactics to achieve monthly targets (maintain the ‘law of average’ during the sales process by balancing prospects and sales attempts with the number of appointments).
After-sale and ongoing customer support:
- Continuously deliver a high standard of after-sale support service to existing customers.
- Respond to customer queries (relating to products, payment terms, changing circumstances, etc.), and escalate queries where necessary. Follow up on customer queries and ensure resolution thereof.
- Support and guide customers through claims processes. Escalate blockers and provide necessary information to the relevant departments to ensure the speedy pay-out and closing of claims.
- Identify and escalate areas of improvement regarding systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.
Continuous development:
- Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
- Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
- Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.
Monthly planning and reporting:
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Work with Sales Manager to identify priority areas and to plan monthly activities accordingly.
What will make you successful in this role?
QUALIFICATIONS
- Matric (Grade 12)
- FAIS compliance (advantageous)
- Class of Business (COB) Tier 1 (advantageous)
- RE 5 qualification is advantageous
KNOWLEDGE AND EXPERIENCE
- Sales tactics and approaches
- Customer service and engagement
- Relevant Regulatory frameworks, policies, and standards
- Sanlam insurance products (ideal)
Qualification and Experience
- Diploma with no experience or Grade 12 with 1 to 2 years related experience.
Knowledge and Skills
- New business processing
- Existing business processing
- Appointment preparation
- Client appointments and liaison
- Partnership Building
Personal Attributes
- Optimises work processes - Contributing dependently
- Communicates effectively - Contributing dependently
- Action orientated - Contributing dependently
- Plans and aligns - Contributing dependently
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What will you do?
This is a specialist role, responsible for delivery of training (presenting sales, legal technical, skills and product related programmes and short courses) to Sanlam intermediaries (Brokers and Advisers) and sales and support staff of Sanlam Connect.
What will make you successful in this role?
Pre-course training administration
- Support training assistants to deliver on training, scheduling, materials, logistical arrangements etc.
- Ensure that pre-course on-line assessments are undertaken and passed by all delegates prior to attending the course
Facilitation of training and development programmes
- Facilitate the Certificate in Wealth Management NQF 5.
- Facilitate training in the on-line practice management and client financial needs analysis tool
- Facilitate various in-house training workshops including selling skills in a professional and effective manner
- Undertake ad-hoc presentations at conferences and seminars as requested by management and clients
Training assessment and feedback/report writing
- Aligned to service level agreements in place:
- Administer and score learner assessments in the workshops to determine proficiency levels of delegates
- Complete a feedback report on each delegate after the workshop and share with the relevant line manager
Training material/content development
- Work closely with the training developers to undertake the research and development of training material
- Structure and write training material according to adult learning principles and in competency-based formats
Training queries and projects
- Respond to regional queries from the business relating to training
- Serve as part of project teams, as required
Specific role requirements
- Must be willing to travel
- Must have a valid Code 08 driver’s license
- Must have own reliable transport
Qualification and Experience
- Relevant Degree in Commerce/Finance/Law
- Post Graduate Diploma in Financial Planning qualification
- Experience as a trainer/facilitator
- CFP designation advantageous
- Completed Regulatory Exams advantageous
- Registered INSETA assessor
- Registered INSETA moderator advantageous
Knowledge and Skills
- Previous experience in providing financial advice to clients or in managing Financial Advisors
- Ability to managing stakeholder relationships
- Interest and exposure to developing training solutions
- Knowledge and experience in the laws governing the Life Assurance industry
- Experience in practice management and client financial needs analysis tools
Personal Qualities
- Results Driven
- Decision Making
- Flexibility and Adaptability
- Customer Focus
- Innovation
- Technical Professional Skills
- Presentation skills
- Interpersonal Savvy
- Self-Development
Core Competencies
- Customer Focus
- Collaborates
- Cultivates Innovation
- Drives Results
- Being flexible and adaptable
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What will you do?
Manages and develops a team of training consultants effectively. Responsibilities include developing and conducting training courses to meet identified needs and monitoring training results so that future courses may be modified where necessary. Assists in the assessment of external courses to determine suitability and keeps abreast of latest developments in the training field. Could handle more complex training with or without subordinate employees.
What will make you successful in this role?
Pre-course training administration
- Support training assistants to deliver on training, scheduling, materials, logistical arrangements etc.
- Ensure that pre-course on-line assessments are undertaken and passed by all delegates prior to attending the course
Facilitation of training and development programmes
- Facilitate the Certificate in Wealth Management NQF 5.
- Facilitate training in the on-line practice management and client financial needs analysis tool
- Facilitate various in-house training workshops including selling skills in a professional and effective manner
- Undertake ad-hoc presentations at conferences and seminars as requested by management and clients
Training assessment and feedback/report writing
- Aligned to service level agreements in place:
- Administer and score learner assessments in the workshops to determine proficiency levels of delegates
- Complete a feedback report on each delegate after the workshop and share with the relevant line manager
Training material/content development
- Work closely with the training developers to undertake the research and development of training material
- Structure and write training material according to adult learning principles and in competency-based formats
Training queries and projects
- Respond to regional queries from the business relating to training
- Serve as part of project teams, as required
Specific role requirements
- Must be willing to travel
- Must have a valid Code 08 driver’s license
- Must have own reliable transport
Qualification and Experience
- Relevant Degree in Commerce/Finance/Law
- Post Graduate Diploma in Financial Planning qualification
- Experience as a trainer/facilitator
- CFP designation advantageous
- Completed Regulatory Exams advantageous
- Registered INSETA assessor
- Registered INSETA moderator advantageous
Knowledge and Skills
- Previous experience in providing financial advice to clients or in managing Financial Advisors
- Ability to managing stakeholder relationships
- Interest and exposure to developing training solutions
- Knowledge and experience in the laws governing the Life Assurance industry
- Experience in practice management and client financial needs analysis tools
Personal Qualities
- Results Driven
- Decision Making
- Flexibility and Adaptability
- Customer Focus
- Innovation
- Technical Professional Skills
- Presentation skills
- Interpersonal Savvy
- Self-Development
Core Competencies
- Customer Focus
- Collaborates
- Cultivates Innovation
- Drives Results
- Being flexible and adaptable
Method of Application
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