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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 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?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- 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 Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
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.
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.
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.
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.
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What will you do?
- As a Branch Manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
- Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
- Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Qualifications and Experience:
- Matric (Grade 12)
- RE1 and RE5
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
- Class of Business accreditation (annual)
- Compliant with continuous professional development (CPD) current and past cycles.
- At least 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience
- Credit and lending experience
Knowledge, Skills and Competencies:
- Sales tactics and approaches.
- Stakeholder engagement and management.
- Customer service and engagement.
- Relevant Regulatory frameworks, policies, and standards.
- Sanlam insurance products (ideal).
- People management practices and principles.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
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?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- 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 Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
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.
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.
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.
- 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
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What will you do?
- We are looking for full-time Commercial and Personal Lines Insurance Specialists to join our team. This role will be hybrid, based in Western Cape. The Commercial and Personal Lines Insurance Specialists will work with clients to identify their insurance needs and sell appropriate policies. The ideal candidate will be required to build and maintain relationships with clients, provide exceptional customer service and possess strong negotiation skills. Competitive remuneration model with attractive commission and tools of the trade.
What will make you successful in this role?
- NQF4/Matric/Standard 10
- 60 FAIS credits/Full Insurance Qualifications (depending on Dofa)
- Financial Services Board Regulatory Exams (RE5) completed
- Must have your own reliable transport
- Valid code B driver’s license
- Must reside in Western Cape
Deliverables include, but will not be limited to
- To deliver on business strategies and key deliverables
- To actively source and grow your portfolio of clients
- Write a min of R13500 new business premium per month
- To provide world class service to your portfolio of clients, thereby ensuring a low lapse rate
- To screen new business and ensure that your portfolio does not pose a threat to MiWay’s risk pool
Minimum experience required
- Minimum 1-2 years’ experience in the commercial insurance industry
- Minimum 2 years’ experience in face-to-face business
Competencies required
- Must be highly proficient in dealing with customers and staff at all levels
- Excellent administrative skills
- Ability to plan and manage time efficiently
- Results oriented
- Self-disciplined and ability to work under pressure
- Self-motivated and desire to excel
- Analytical and organised
- Problem solving skills and solution oriented
- Flexibility
- Ability to multi-task and attention to detail
- Professional and organised
- Excellent Excel and PowerPoint skill
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What will make you successful in this role?
- To be able to work well under pressure with minimal supervision.
- Be a disciplined individual with good attention to detail.
- Have the ability to handle a large workload.
- Be logically minded and can make informed and accurate business decisions.
- Good interpersonal and soft skills. Can deal with difficult situations.
MAIN FUNCTIONS:
- Recovery Function
- Identify potential 3rd party recovery matters.
- Refer identified matters to Santam’s Legal department or recovery attorneys.
- Liaise with Santam Legal or recovery attorneys on recovery process.
- Daily monitoring of open claims.
- General decision making with regards to recovery process. Ensuring the correct decisions are made regarding merit
- Liaising with brokers with regards to open claims
- Handling of queries and complaints
- Receipting of recovery monies received from 3rd parties.
- Receipting of salvage monies received
- Payment of attorney and other legal fee matters
Complex claim function:
- Coordinate, oversee, manage, negotiate and settle complex claims end to end.
- Manage claims in terms of SLA’s.
- Appoint assessors and liaise with them closely during the course of the claim.
- Appoint and manage service providers (e.g. repairers and replacement providers).
- Negotiate fair settlements and ensure maximum cost savings are achieved.
- Dealing with the Ombudsman (OSTI) matters end to end.
- Dealing with Santam complaints forum matters end to end.
- Daily estimate updates as well as note attachment to the system.
- Timeous and efficient management of inbox.
- Liaise with brokers. Cultivating and maintaining close relationships with them.
- Work closely with underwriting and finance teams.
- Qualification and Experience
- Matric
- Minimum 5-7 years personal lines, short term insurance claims handling experience essential
- Law degree (advantageous)
- Knowledge of legal and OSTI processes
- Minimum 5 years in a management position with a proven track record of successful business management
- Good computer skills
- Superior technical knowledge of Motor and Non-Motor claims processes.
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What will make you successful in this role?
- This role is focused on, but not limited to; servicing broker requests, including enquiries.
- Providing telephonic/ email support to the intermediary on record, authorised representatives from the brokerage, and broker services;
- Dealing with general insurance and policy specific enquiries;
- Dealing with issuance of new policies/ policy maintenance/ renewal / any other policy related concerns;
- Assisting to resolve all insurance queries within required timeframe and compliance requirements;
- Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books;
- Managing client expectation on expected turnaround times for submitted requests;
- Adhering to underwriting criteria and Business unit requirements;
- Assist with profiling the client with the best suitable product and underwriting criteria;
- Advising brokers to ensure that we meet with clients’ needs in terms of the correct cover and product;
- Assisting in implementing solutions for improvement; and
- Standing in for Consultants should they be absent or on leave during busy periods or absence of key resources, assisting where required.
Qualifications and Experience
- Matric/ Grade 12
- 60 commercial lines FAIS credits
- A relevant insurance related qualification (e.g. NQF lev 4) would be advantageous
- Proven work experience in commercial, property (advantageous) policy administration and underwriting within the short-term insurance industry
- Minimum of 3 years’ experience in short term insurance commercial lines and/or Property
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What will make you successful in this role?
- Excellent communication skills, both written and verbal.
- Good knowledge about the product
- Excellent sales ability
- Target driven
- Good risk awareness and understanding of legislative requirements
- The ability to navigate systems
- Team work
Qualifications and Experience
- FAIS qualification is a requirement if the Date Of First Appointment has expired or close to the expiry for the completion of the FAIS Qualification
- RE is not a requirement
- Matric / Grade 12 or international equivalent industry relevant training courses
- Min 1 year experience in a contact centre environment
- Min 1 year experience in a similar sales role
Role Responsibilities
- Continuously identifying new business opportunities
- Exceed in all business targets such as sales and compliance targets
- Keep up to date with product changes and enhancement
- Capture Customer information correctly, timeously and accurately
- Ensure that the Sanlam Brand is actively promoted to establish a presence in the market
- Gather competitor information and act upon such information
- Ensure that customer applications/documentation for products are fully completed, processed and monitor progress
- Connect with our customers by living up to our brand promise
- Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs
- Conduct business in an ethical manner at all times
- Take ownership of solving our customers problems or queries as efficiently and quickly as possible
- Adhere to the TCF (Treating Customers fairly) principles
- Maximize cross-sell opportunities identified aligned to customer needs based customer needs analysis
- Ensure activities support cost containment and reduction
- Always comply with procedures and processes contained in the relevant business guidelines
- Takes accountability for own performance, personal and career development
- Contribute to the overall effectiveness and success of the team
- Maintain an ability to adapt to ever changing business and customer needs
go to method of application »
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- 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 Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
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.
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.
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.
- 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.
go to method of application »
What will make you successful in this role?
Financial
- Reporting on financial achievements against targets including but not limited to the following (Growth as well as profitability targets) and providing analysis with possible solutions to improve financial performance (churn rate, conversion per area)
- Drive data accuracy and objectivity in the Performance management processes (Result Areas and Result Indicators) as well as published financial, tactical and strategic reportingAssist in development of ad hoc actions/initiatives to achieve agreed strategic objectives, productivity, acquisition costs, channel optimization, client centricity and broker segmentation
- Prive performance
- Business Planning and Information management
- Apply business intelligence to come up with proposals to drive business operational efficiency and identify opportunities, taking into account strategic priorities.
- Evaluate the financial performance of Business Units and provide regular, relevant reports highlighting areas of inadequate performance
- Provide assistance to Strategic Business Unit Head to build business cases and prepare strategic proposals
- Reporting
- Performance Reporting (business)
- Analysis (Frequency & Severity tests)
- Monthly Stats & Analysis (operational, tactical and strategic)
- Productivity Report/Plan (operational & tactical)
- Co-ordination with other business units within Segment Solutions are critical to be able to understand, design and develop new reporting tools
- Facilitate utilization of relevant reporting tools amongst management to benefit from improved understanding and focused effort
- Develop and implement meaningful reporting tools for Santam Business Units, and other relevant high-level reporting.
Qualifications and Experience
- Degree or diploma in IT or Analytics would be an added advantage.
- Minimum 2-3 years’ experience dealing with management information systems and/or data analysis
- Advanced knowledge of the financial services industry, especially the short-term insurance industry would be beneficial.
- Advanced understanding of business, as well as supporting processes and technology.
Knowledge and Skills
- MIS reports
- Data trends and analysis
- MIS Database
- Strong MS Excel, Excel Macros, Power Query and SharePoint skills.
- MS PowerPoint and presentation skills
- Critical thinking and argumentation skills
- Excellent communication skills
- Probing skillsCollaborating skills
- Analytical and results orientated skillsCommunication & Facilitation skills
- Strong attention to detail with clear & concise data analysis
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JOB DESCRIPTION
- The Claims Service Consultant: Desktop Assessment is responsible for co-ordinating and overseeing, managing, negotiating, and settling of the non-motor claims from start to end.
KEY RESPONSIBILITIES
- Receive claim and facilitate resolution – Claims Service Consultant/Desktop assessor is responsible for the full quantum and merit process.
- Receive claim after registration and make sure all details are captured.
- Contact insured and obtain any outstanding information
- Check claims history on policy to confirm previous similar losses.
- Assess claims by reviewing digital images or document received and process claims to relevant pipeline.
- Responsible for proactive identification of fraudulent cases and recovery potential.
- Investigate the merit of the claim against the information received.
- Appoint specialist i.e. Incident Manager / Service provider / Santam contractor
- Negotiate and authorize settlement of claims.
- Interact with the Police, Weather Bureau etc. to validate merits.
- Quantify the loss - determine basic, limited item identification (value and proof of ownership).
- Review and source equivalent replacement value from quotation provided by the client/ supplier.
- Make recommendations on possible rejections and refer the recommendations to claims committee.
- Discuss claim outcome with clients.
- Discuss possible rejection with client and prepare the rejection letters.
- Provide regular feedback to clients.
- Adhere Standard claims framework.
QUALIFICATIONS AND EXPERIENCE
- Grade 12/ Matric
- An insurance qualification is recommended
- 3 years’ experience in short term claims environment with focus in commercial and personal lines
- Must be computer literate (MS Word, MS Excel and MS Power Point – Intermediate level)
- Experience with High-Net worth customer base will be advantageous.
- Good verbal and written skills
SKILLS/ PERSONAL ATTRIBUTES
- Assertiveness skills
- Service Driven
- Attention to detail
- Good communication (verbal & written)
- Ability to easily adapt to changes
- Negotiation skills
- Good knowledge and interpretation of Personal line insurance policies
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WHAT WILL YOU DO?
- The successful candidate will be responsible for the correct indexing of all claims related documentation and a pre-determined order, ensuring that these images are clear enabling easy and effortless retrieval for the handling and finalizing of claims.
WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?
KEY RESPONSIBILITIES
- Efficient retrieval of documents for all claims as and when required.
- Liaise with preparation team(s) as and when necessary, regarding priority lists etc.
- Operating the scanning machines according to pre-determined guidelines
- Allocation and indexing of all scanned documents from scanning queues.
- Accurate identification of documents manually and electronically
QUALIFICATIONS AND EXPERIENCE
- Matric/ Grade 12
- 2 – 3 years claims related experience
- Experience in indexing of documentation
- Experience in co-ordination of mail distribution
- Maintaining, filing and retrieval of documents
- Understanding of Claims Registration Process
- Claims Enquiries Process
- Appointing of Service Providers experience
- Team Player
- Accountability
KNOWLEDGE AND SKILLS
- Relevant system knowledge
- Computer literate (MS Office package)
- Technical product knowledge
- Good communication skills
- Analytical skills
- Delivery/results orientated.
PERSONAL ATTRIBUTES
- Client Service Orientation
- Problem solving
- Decision making
- Resilience
- Handling information
- Gathering information
- Oral communication
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What will make you successful in this role?
- Champion the current audit issues tracking solution.
- Implement a new audit issue tracking solution.
- Providing TeamMate Support to greater GIA team
- File creation, User Access Administration, TeamMate UAT testing, TeamMate upgrade - when applicable, TeamCentral reports, Timesheet reports)
- Complete Year End Analysis timeously
- Perform periodic checks on the status of TeamMate files for year-end analysis readiness and provide feedback to management team.
- Creating new year end analysis process- year end to have one report to align with CAE expectations.
- Deliver on year-end analysis data. Provide year end analysis data to CAE for Audit Committee reporting.
- Complete Quality Assurance on TeamMate files for GIA Team (QAIP)
- GIA Methodology Alignment to TeamMate (configuration and alignment)
- Updating the TeamMate methodology
- Creating the new TeamMate templates (Assurance and Consulting)
- Updating the new TeamMate library to match current risk taxonomy. (risks and process)
- Update the Santam entities to align with Audit Universe
- Identify and exploit new TeamMate functionality to aid GIA initiatives.
- TeamMate automation (creating efficiencies through software configurations, activating policies and using TeamMate capabilities more effectively)
- Generating reports through TeamMate
- Updating generated report formats and other useful templates (APM, risk and controls table, standard meeting minutes, knowledge document etc.)
- Renewing and refreshing GIA internal processes
- Support the GIA team in providing a reliable and trustworthy TeamMate environment (training setup, liaising with TeamMate service provider, licensing).
- General TeamMate clean-ups and process improvements / efficiencies
- Keeping GIA processes up to date with Santam policies, and IIA standards (that affects TeamMate - alignment with new IIA standards, POPIA and Santam retention, archiving and back up policies)
- Ensuring sound data integrity on TeamMate
- Streamline TeamTEC timesheet logging process.
Qualification and Experience
- Relevant Diploma or Degree in Commerce/ Internal Audit/ Information Systems
- At least 2 – 3 years’ work-related experience
Skills
- Analytical ability and logical reasoning
- Excellent interpersonal, communication and networking skills
- Strong client service orientation
- Ability to work under pressure.
- Time management
- TeamMate software experience
- Audit electronic working papers experience.
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?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- 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 Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
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.
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 clients 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.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through 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.
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
go to method of application »
What will make you successful in this role?
- To assist in risk based internal audit reviews, enabling the department to deliver on the internal audit plan and provide Santam’s Audit Committee with independent assurance on the management of risks within the Santam Group.
- Assist in the full audit cycle including:
- Adherence to the Internal Audit methodology.
- Obtaining, analyzing and evaluating accounting documentation, previous reports, data, flowcharts etc.
- Identifying and documenting controls.
- Conducting audit procedures in terms of the sampling methodology.
- National and internal travelling to Santam offices and partners may be required.
Qualification and Experience
- B.Com Internal Audit / B.Com Hons / NDip Internal Auditing
- Specialization in risk management, insurance and accounting will be an advantage.
- Studying towards CIA would be an advantage.
Skills
- Analytical ability and logical reasoning
- Excellent interpersonal, communication and networking skills
- Strong client service orientation
- Ability to work under pressure
- Negotiating skills
- Time management
- Teamwork
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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?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- 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 Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
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.
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 clients 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.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through 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.
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
Method of Application
Use the link(s) below to apply on company website.
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