Job Openings at Sanlam Group

What will make you successful?

• The successful candidate will demonstrate strong entrepreneurial skills, target driven, self-disciplined, customer-centric and can build great client relationships.
• 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.
• 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 organization, where relevant.

Qualification and Experience

• Grade 12/Matric.
• FAIS compliant in terms of ‘fit and proper’.
• English and any other official South African language.
• Tech savvy and active on different social media platforms the following is an added advantage.
• Post-matric qualification or RE5.
• Previous experience in sales or client services.
• Experience at a competitor company will be an added advantage.

go to method of application »

Key Responsibilities

• Leads and oversees the full end to end Talent Acquisition process in the business.
• Provides training, coaching and support to the Talent Acquisition team 
• Monitors and interprets Talent Acquisition data to identify trends and suggests and implements actions to address.
• Effectively manages Talent Acquisition costs including agency costs.
• Stakeholder management with the business to audit Talent Acquisition service through measuring the results of candidate experience surveys identifying areas of improvements.
• Balances own priorities with directing and motivating others.
• Supports the business with leadership and executive recruitment 
• Scan the market to build and maintain up to date talent pools
• Develop and implement a talent sourcing plan to support the execution of recruitment across Sanlam Corporate.  
• Support the employer branding strategy through different channels (i.e. LinkedIn employer marketing, participating in job fairs and other events) 

Qualification and Experience

• Relevant HR Degree.
• Registered Psychometrist or Industrial Psychologist would be advantageous.
• 6 - 10 years Recruitment experience and at least 3 years talent lead/management experience.
• Experience working with candidate management systems.

Knowledge and Skill

• Identifying automation opportunities to create efficiencies and mitigate risk.
• Ability to collaborate with multiple stakeholders 
• Research methodology, head-hunting and differentiated sourcing strategies

go to method of application »

What will you do?

• The purpose of an Area Manager is to oversee and manage multiple branches within a specific geographic region, ensuring operational efficiency, performance, and strategic alignment with organizational goals through business insurance and lending
• Contribute to the implementation of geographical Alternative Distribution channel’s retail branch strategy
• Demonstrate inspirational leadership to support and manage Branch Managers
• Drive business innovation through partnerships with identified partners within the group. 
• Support the implementation of the Area strategic plan for Alternative Distribution Channel
• Represent the ambassadorial ‘face of the Area’ in terms of community events and sales campaigns
• Embrace collaboration and synergy between all channels across segments in the designated geographical area to drive sales and market share growth 
• Accountable for achievement of the Area’s profitability (VNB and expense management) for the province
• Ensure adherence to compliance and risk management for the designated area
• Ensure operational excellence within the designated area
• Support the development of talent, and drive transformation agenda.

Strategic Leadership:

• Form part of the Provincial Mancom that takes collective accountability for the decision making and leadership of the Area
• Analyse market changes, competitors, risks, opportunities and threats and create contingency plans for these in order to protect and grow market share 
• Be overall accountable for the profitability and success of the designated area with respect to strategic attainment of business plans, decision making, operations, sales, compliance and customer service 
• Understand the overarching Alternative Distribution channel’s retail branch strategy and vision in order to co-create (with the Branch Managers and Area Manco) and aligned national distribution strategy that incorporates all channels across the different segments

Operational Leadership:

• Provide feedback to the Provincial General Manager on the implementation of the strategic direction for the geographical area of the business unit
• Provide regular operational direction to align with strategic objectives of the Channel.
• Monitor and track branches’ operational plans
• Ensure the effective implementation of all company policies
• Follow through and provide feedback on adverse audit findings and the implementation thereof.  

Area Ambassador Role:

• Be the face of the Area (Cross Channel), an ambassador for clients, stakeholders and intermediaries in the province (relationship building, events, recognition conferences, networking, opening doors, influencing etc.)
• Positioning of Sanlam as a brand and business on provincial level in the market with key public and private market stakeholders
• Engage with industry bodies (i.e. business and community forums)
• Develop and maintain provincial business partnerships within the financial services community (including competitor liaison when required)
• Host events and functions that drive recognition 
• Forge close relationships and influence with Product Houses and key HO functions on behalf of the province in order

What will make you successful in this role?

• Drive change and business innovation within the province
• Drive and support the Alternative Distribution retail branch strategy
• Act as sponsor for all major internal change initiatives (i.e. restructuring) within the area’s communication/visibility, change management and support activities
• Identify areas within the provincial operation that need to be made more effective, cost efficient or client centred; and create actions and projects to improve these through innovation
• Create a culture of innovation within the province
• Encourage and reward staff for business innovation ideas that save costs, increase value add or make processes more effective

Build and Develop Relationships, Networks and New Markets:

• Partner with the Provincial General Manager to attend and host selected client engagement opportunities (i.e. golf days, wine tasting etc.,) in order to market Sanlam
• Personally undertake to engage with and contact/network with such ‘high value’ clients/companies in support of marketing initiatives
• Look for opportunities to penetrate less utilized market segments within the region. Formulate creative value propositions and strategies to gain access to, and contract clients/leads working in these markets
• Network, build partnerships and contract internally with different Product Providers, SPF Distribution and other key stakeholders to enable the execution and support of the geographical area’s strategy
• Provide support to the Branches in implementing the service and sales strategy for all walk-in clients.
• Provide regular feedback to the Provincial General Manager.  
• Play an active role in providing input to the development and implementation of Client Satisfaction tools/indices.  

People Management:

Recruitment and Selection:

• Ensure that high potential talent is sourced and selected into the area to support the vision and talent succession needs
• Retention of staff as a business imperative

Diversity and Transformation:

• Embrace transformation in the area. Promote and communicate transformation as a key strategy within the area and support initiatives to achieve DTI targets and EE Targets
• Align HR practices and decisions within the area, with respect to recruitment and promotion of staff, to support transformation targets
• Recruit, groom and develop branch consultants and Management into the business for future succession planning

Train, Coach and Mentor Staff:

• Ensure all direct reports have development plans, discussions and are suitably trained for their positions
• Ensure there is ongoing and robust vesting and development of branch consultants within the designated area
• Ensure that direct reports are coached, developed and motivated to become productive and vested as soon as possible
• Act as mentor to key staff within the area

Performance Contracting and Management:

• Undertake effective performance contracting with all direct reports (Scorecards)
• Ensure updated job profiles, competency models and KPA documents for all staff
• Update and manage annual and sick leave  
• Achieve EE appointment/promotion ratios 
• Undertake staff career development and talent retention strategies

Qualification and Experience:

• Grade 12 / Matric
• A business-related degree or diploma qualification or related field (an advantage)
• FAIS Accredited Long-term Insurance (Funeral) and Lending
• Passed FAIS Regulatory Examination (RE1)
• Continuous Professional Development (CDP) complaint 
• Meet al Fit and Proper requirements.
• Meet all the requirements for each Class of Business.
• At least 5 years related experience in the following but not limited:  3 years or more Long-term and or Lending experience in a sales and servicing capacity.
• A strong track record of success with prior experience in a retail branch distribution role

go to method of application »

What will you do?

• The purpose of an Area Manager is to oversee and manage multiple branches within a specific geographic region, ensuring operational efficiency, performance, and strategic alignment with organizational goals through business insurance and lending
• Contribute to the implementation of geographical Alternative Distribution channel’s retail branch strategy
• Demonstrate inspirational leadership to support and manage Branch Managers
• Drive business innovation through partnerships with identified partners within the group. 
• Support the implementation of the Area strategic plan for Alternative Distribution Channel
• Represent the ambassadorial ‘face of the Area’ in terms of community events and sales campaigns
• Embrace collaboration and synergy between all channels across segments in the designated geographical area to drive sales and market share growth 
• Accountable for achievement of the Area’s profitability (VNB and expense management) for the province
• Ensure adherence to compliance and risk management for the designated area
• Ensure operational excellence within the designated area
• Support the development of talent, and drive transformation agenda.

Strategic Leadership:

• Form part of the Provincial Mancom that takes collective accountability for the decision making and leadership of the Area
• Analyse market changes, competitors, risks, opportunities and threats and create contingency plans for these in order to protect and grow market share 
• Be overall accountable for the profitability and success of the designated area with respect to strategic attainment of business plans, decision making, operations, sales, compliance and customer service 
• Understand the overarching Alternative Distribution channel’s retail branch strategy and vision in order to co-create (with the Branch Managers and Area Manco) and aligned national distribution strategy that incorporates all channels across the different segments

Operational Leadership:

• Provide feedback to the Provincial General Manager on the implementation of the strategic direction for the geographical area of the business unit
• Provide regular operational direction to align with strategic objectives of the Channel.
• Monitor and track branches’ operational plans
• Ensure the effective implementation of all company policies
• Follow through and provide feedback on adverse audit findings and the implementation thereof.  

Area Ambassador Role:

• Be the face of the Area (Cross Channel), an ambassador for clients, stakeholders and intermediaries in the province (relationship building, events, recognition conferences, networking, opening doors, influencing etc.)
• Positioning of Sanlam as a brand and business on provincial level in the market with key public and private market stakeholders
• Engage with industry bodies (i.e. business and community forums)
• Develop and maintain provincial business partnerships within the financial services community (including competitor liaison when required)
• Host events and functions that drive recognition 
• Forge close relationships and influence with Product Houses and key HO functions on behalf of the province in order

What will make you successful in this role?

• Drive change and business innovation within the province
• Drive and support the Alternative Distribution retail branch strategy
• Act as sponsor for all major internal change initiatives (i.e. restructuring) within the area’s communication/visibility, change management and support activities
• Identify areas within the provincial operation that need to be made more effective, cost efficient or client centred; and create actions and projects to improve these through innovation
• Create a culture of innovation within the province
• Encourage and reward staff for business innovation ideas that save costs, increase value add or make processes more effective

Build and Develop Relationships, Networks and New Markets:

• Partner with the Provincial General Manager to attend and host selected client engagement opportunities (i.e. golf days, wine tasting etc.,) in order to market Sanlam
• Personally undertake to engage with and contact/network with such ‘high value’ clients/companies in support of marketing initiatives
• Look for opportunities to penetrate less utilized market segments within the region. Formulate creative value propositions and strategies to gain access to, and contract clients/leads working in these markets
• Network, build partnerships and contract internally with different Product Providers, SPF Distribution and other key stakeholders to enable the execution and support of the geographical area’s strategy
• Provide support to the Branches in implementing the service and sales strategy for all walk-in clients.
• Provide regular feedback to the Provincial General Manager.  
• Play an active role in providing input to the development and implementation of Client Satisfaction tools/indices.  

People Management:

Recruitment and Selection:

• Ensure that high potential talent is sourced and selected into the area to support the vision and talent succession needs
• Retention of staff as a business imperative

Diversity and Transformation:

• Embrace transformation in the area. Promote and communicate transformation as a key strategy within the area and support initiatives to achieve DTI targets and EE Targets
• Align HR practices and decisions within the area, with respect to recruitment and promotion of staff, to support transformation targets
• Recruit, groom and develop branch consultants and Management into the business for future succession planning

Train, Coach and Mentor Staff:

• Ensure all direct reports have development plans, discussions and are suitably trained for their positions
• Ensure there is ongoing and robust vesting and development of branch consultants within the designated area
• Ensure that direct reports are coached, developed and motivated to become productive and vested as soon as possible
• Act as mentor to key staff within the area

Performance Contracting and Management:

• Undertake effective performance contracting with all direct reports (Scorecards)
• Ensure updated job profiles, competency models and KPA documents for all staff
• Update and manage annual and sick leave  
• Achieve EE appointment/promotion ratios 
• Undertake staff career development and talent retention strategies

Qualification and Experience:

• Grade 12 / Matric
• A business-related degree or diploma qualification or related field (an advantage)
• FAIS Accredited Long-term Insurance (Funeral) and Lending
• Passed FAIS Regulatory Examination (RE1)
• Continuous Professional Development (CDP) complaint 
• Meet al Fit and Proper requirements.
• Meet all the requirements for each Class of Business.
• At least 5 years related experience in the following but not limited:  3 years or more Long-term and or Lending experience in a sales and servicing capacity.
• A strong track record of success with prior experience in a retail branch distribution role

go to method of application »

Key outcomes

• The following outcomes will be expected to be achieved by the Business Support Coordinator:

Sales process and enablement support:

• Provide the Business with support in managing and implementing change.
• Acting as the principal point of contact for the Business with regards to any projects that will impact the frontline, people, customer and or systems.
• Effectively manage relationships with internal and external stakeholders.
• Take responsibility for BDT operations and adherence to GPA policies.
• Lead and drive a culture of progressive change by communicating/coordinating plans and activities with stakeholders.
• Assist business in implement business initiatives in line with the business strategy and ensure front line staff, have executed the strategy.
• Formulation and execution of communication plans for all stakeholders relating to project sets.
• Facilitate and record the identification of all key risks (financial and non-financial) within BDT.
• Manage and develop plans and actions to mitigate all risks.
• Interact with other business units to facilitate problem solving and resolution.
• Develop strong working relationships with internal and external stakeholders. 
• Manage and implement projects and initiatives assigned by the business leader.
• Facilitate the integration process for new employees.

Secretarial support:

• Perform secretarial functions to the business leader and the management team, i.e. diary management. Managing travel arrangements, processing claims, taking minutes for the BDT, events planning etc.
• Adhoc requests

Qualifications and experience  

• Diploma in Administration - NQF level 5 or equivalent
• Project management advantageous 
• 3 - 5 years’ experience in Financial Services/ LISP/Investment channel environment
• Sales/Marketing experience advantageous
• Experience in supporting senior business leaders/stakeholder advantageous 

Competencies

• Client Focus
• Cultivates Innovation
• Collaborates
• Drives Results 
• Being Resilient
• Adhering to Principles and Values
• Planning and Organising
• Following Instructions and Procedures
• Report Writing
• Excellent Communication Skills
• Microsoft Power Point and Excel 

Attributes

• Positive, enthusiastic attitude
• Teamwork
• Ability to work under pressure
• Honesty, integrity and respect
• Self-starter and self confidence

What will make you successful in this role?

Qualification and Experience

• Grade 12 and Diploma/Certificate with 4 to 5 years related experience.

go to method of application »

What will you do?

Output/Core Tasks:

Preparation and participation in PI planning

• As a member of the extended product management team, the PO is heavily involved in backlog refinement, preparation for PI planning and plays a significant role in the planning event itself along with the squad.  
• Prior to PI planning the PO has primary responsibility for building, editing, and maintaining the squad’s backlog.  Backlog items are prioritised based on user value, time and other team dependencies determined in the PI planning meeting.
• Together with product management and the squad, the PO enables continuous flow of value through the delivery of small valuable features.

Iteration Execution

• The PO participates in iteration planning ceremonies and assists the squad with sequencing delivery.
• Supported by the squad, the PO identifies dependencies and coordinates the addressing of dependencies with other product owners as input to the final iteration plan.
• The PO also participates in cadences like discovery & elaboration, PO sync and mid-iteration check points. 

Management of Quality Engineers

• Ensure Goal setting is done for each member.
• Assist each member with career planning and a development plan.
• Ability to manage and develop the quality engineers.
• Have at least 2 formal performance review discussion with each member, 1 mid-year and 1 end-year.
• Evaluate performance in an objective and fair way and where required address poor performance in accordance with the HR processes and procedures.
• Provide input into Talent Management and Retention grid.
• Motivate team members to set and reach their own daily targets to increase morale.
• Have regular one-on ones with team members.
• Empower team members to initiate new or improve existing work methods.
• Encourage staff to take extra responsibility by providing a coaching role from senior team members.
• Managing performance by guidance, training, and regular feedback session.
• Acknowledge excellent performance.
• Ensure that team is informed and up to date with any HR policies and procedures.

What will make you successful in this role?

Role Requirements:

Qualifications:

• Mathematics HG up to Grade 12 (C-symbol or higher)
• B-Degree with a Mathematical or Computational major will be advantageous.
• Experience in programming will be advantageous
• Solid understanding of JIRA and Confluence

Experience & Knowledge:

• At least 4 years' relevant experience within Actuarial
• Knowledge of Sanlam Risk products
• Knowledge and understanding of calculators, Epsilon system, Quotation Systems and DWH.
• Exposure to analysis methodologies, process disciplines and SDLC (waterfall & agile) methodologies

Personal attributes and Competencies:

• Assertive
• Engaged in the entire delivery process
• Available to the team, but within reason
• Embrace empowerment to make executive decisions within their mandate
• Taking ownership
• Natural communicators
• Agile and flexible
• Willing to share success and celebrate wins
• Ability to manage and develop the quality engineers
• Ability to work in a team
• Show and act on initiative, innovative and creative
• Analytical and numerical skills
• Ability to work under pressure

go to method of application »

What will make you successful in this role?

• We are looking for a dynamic and visionary Chief Financial Officer.
• Exceptional understanding of profitability models in the financial services industry. 
• Proven business acumen.
• Financial IT Systems and reporting capabilities.
• Ability to manage strategic relationships with internal and external partners and service providers.
• Exceptional leadership skills. 
• Comfortable with ambiguity in a fluid organisation. 
• A high level of attention to detail with excellent organisational skills.

Skills and Experience  

• Develop and implement the financial strategy for Sanlam Retail Mass
• Income statement and balance sheet management. 
• Experience in reporting at a Group and /or Board and / or Audit committee level.
• Advanced broad commercial and economic skills.
• Stakeholder management.
• Risk analysis and management.
• Budget and cost management. 
• Excellent analytical skills and logical reasoning required.

Qualifications and Experience 

• CA qualification or FASSA 
• Minimum 10 years of finance experience in a senior financial role.