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?
- This is a regional sales management role which is responsible for recruiting and managing a team of vested Financial Advisor’s that have more than 24 months’ experience.
Output/Core Tasks:
The expectations of the role is to:
- Create and drive sales plans, targets and growth
- Recruit experienced advisors
- Marketing and business building support
- Coaching and development of FA’s
- Manage business retention processes
- Compliance and risk management
- Enable practice management
- Oversee quality and productivity management
- Provide effective People and Performance Management
- Budgets and expense management of team
- Recruiting of Experienced Financial Intermediaries
What will make you successful in this role?
Qualification and Experience
- Extensive Financial Services experience in a marketing/sales environment
- Sales and Operational Management/leadership of a team/unit
- Commercial/Financial or business related diploma/degree
- CFP/RFP3 or equivalent (i.e.: 120 credits)
- RE
Knowledge and Skills
To be successful you will need to demonstrate good experience in:
IT:
- MS: Office (Excel, Word, PP)
- Web based platform tool/site
Business/Management:
- Financial services industry knowledge
- Financial services product knowledge (Sanlam and competitors)
- Legal technical knowledge (product related)
- Relevant regulatory legislation and compliance knowledge (FAIS accredited)
- Business planning
- New and existing business processes
- Advisor contracts and remuneration
- Sales and marketing processes and practices
- Leads management and campaigns/competitions
- Management skills to manage staff
- Budgets and expense management
- SanlamConnect model and value propositions
Personal Qualities:
- Cultivates Innovation
- Client Centricity
- Drives Results
- Collaborates
- Flexibility and Adaptability
- Drives Vision and Purpose
- Business Insight
- Directs Work
- Decision Quality
- Treating Customers Fairly
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
1. Assist in growing the Sanlam Connect Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the SanlamConnect brand
2. Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
3. Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client’s portfolio annually by undertaking the above steps.
4. Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
- 5. Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
- Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Builds networks - Contributing independently
go to method of application »
What will you do?
- Responsible for the calculation of wages and making appropriate deductions for tax, pension, medical aid. Compiles payroll data such as hours worked, sales, taxes, insurance and union deductions and employee identification number, from time sheets and other records. Prepares computer input forms, enters data into computer files or computes wages and deductions and posts to payroll records. Reviews wages computed and corrects errors to ensure accuracy of payroll. Records changes affecting net wages such as exemptions, insurance coverage and loan payments for each employee to update payroll records. Records data concerning transfer of employees between departments. Prorates expenses to be debited or credited to each department for cost accounting records. Prepares periodic reports of earnings, taxes and deductions. Keeps records of leave pay and non-taxable wages.
What will make you successful in this role?
Complete identified payroll processes (as per list) for client portfolio timeously and effectively:
- Personnel data is accurately captured and processed (including all “events” throughout the life-cycle of employees).
- Personnel files are created and maintained.
- Payroll data is captured and processed timeously and accurately for the Group.
- Payroll data is collated timeously for the Group.
- Employees’ salary payments are made timeously and accurately every month.
- SLA’s with the Centre of Excellence (COE) and the Business Units adhered to.
- Ad hoc payments are processed accurately and timeously as requested.
- Queries on payroll processes and issues are resolved effectively and timeously.
- Liaison with external funds and schemes managed effectively – SLA’s.
- Deduction listing for third party payments for the Group are generated, compilations completed and returns posted to third parties.
- All Group employees enrolled in relevant benefit plans, funds and schemes and status of employee benefit enrolment, rates and loans accurately maintained.
- Changes to the organisational structure (positions, jobs, organisational units, cost centres, reporting lines etc.) are accurately captured and processed.
Client queries
- Investigate and respond to client queries referred by client services consultants.
- Provide information as and when requested.
Continuous improvement
- Continually look for and suggest improvements to existing procedures.
- Participate in projects, contributing ideas and information from area of experience.
- Support team members.
Qualification and Experience
Qualification
- Grade 12
- A relevant Human Resources qualification will be to your advantage.
Knowledge
- HR Business processes.
- HR system processes & interdependencies.
- HR administrative procedures.
Experience
- At least 3 years’ experience and knowledge in a payroll processing and administration environment if you have a matric qualification and at least 1 years’ experience and knowledge in a payroll processing and administration environment if you have a 3 year degree/diploma.
- Microsoft Word and Excel.
- HR Functionality payroll, personnel administration, leave and employer self-service (ESS) preferably on SAP.
- Knowledge and Skills
- Payroll processing
- Recordkeeping
- Expense management
- Annual/ad hoc payroll projects
- Payroll Queries
Personal Attributes
- Communicates effectively - Contributing dependently
- Plans and aligns - Contributing dependently
- Action orientated - Contributing dependently
- Optimises work processes - Contributing dependently
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
1. Assist in growing the Sanlam Connect Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the SanlamConnect brand
2. Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
3. Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client’s portfolio annually by undertaking the above steps.
4. Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
5. Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Builds networks - Contributing independently
Build a successful career with us
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our people to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
- Collaborates - Contributing independently
- Being resilient - Contributing independently
- Drives results - Contributing independently
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
1. Assist in growing the Sanlam Connect Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the SanlamConnect brand
2. Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
3. Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client’s portfolio annually by undertaking the above steps.
4. Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
5. Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Builds networks - Contributing independently
Build a successful career with us
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our people to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
- Collaborates - Contributing independently
- Being resilient - Contributing independently
- Drives results - Contributing independently
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
go to method of application »
What will you do?
- Under general supervision responsible for a combination of sales and customer service, both pro-active and re-active. Duties include cross-selling to clients as well as nurturing the client relationship. A knowledge/background of credit, finance would be advantageous in the job. Good interpersonal skills are essential for the success of this position.
What will make you successful in this role?
Job purpose
- To assist Niche intermediaries and internal clients by offering excellent client service, support, and to maintain and grow relationships.
Key outcomes
The following outcomes will be expected to be achieved by the Client Relationship Consultant: Niche
- Relationship management between Niche intermediaries, Business Development and Client Services team
- Handling client service requests of Niche intermediaries through;
- Continuously liaising with Niche intermediaries regarding progress or any requirements on pending transactions,
- Technical understanding of internal processes and relevant legislation
- Suggest ways of improving client service by reporting on trends
- Prompt handling and analysing of problems / complaints
- Decision making after important / necessary information has been gathered and analysed
- Digital guidance and support
- Ensure that intermediaries and their assistants understand processes and procedures by providing guidance and training to intermediary panel
- This should include the development of a SMART action plan
- Must be able to answer queries on technical aspects and product rules within Glacier and the industry, to intermediaries
- Must be able to manage workflow and meet contracted deadlines
- Ability to enhance efficiencies to improve ease of doing business with Glacier
- Ability to self-manage by delivering quality service and maintaining service levels
Qualifications and experience
- Matric / Grade 12
- Relevant financial qualification will be advantageous as well as relevant experience in the Linked Investment environment
- 3 years client experience within the Glacier client service environment
- Knowledge of Contractual and Discretionary products will be to your advantage
- Valid driver’s license essential and own reliable car
- Regulatory Exam (RE Level 1)
Competencies
- Client Focus
- Cultivates Innovation
- Collaborates
- Drives Results
- Being Resilient
- Time Management
- Attention to detail
- Communication skills, written and verbal (English and Afrikaans)
- Building and maintaining relationships
- Analytical Thinking and problem solving
Attributes
- Honesty, integrity and respect
- Positive, enthusiastic attitude
- Resilience
- Ability to co-operate and thrive both within an independent and team environment
- Willingness to assist
- The ability to travel independently both in SA and Namibia is a requirement for the role.
Qualification and Experience
- Grade 12 with 3 to 4 years related experience.
- Knowledge and Skills
- Technical advice and support
- Assist with production target achievement
- Compliance
- Partnership and network building
Personal Attributes
- Business insight - Contributing independently
- Communicates effectively - Contributing independently
- Action orientated - Contributing independently
- Plans and aligns - Contributing independently
go to method of application »
Purpose of the role?
- The role is to assist in the day-to-day tax reporting and analysis related to tax matters and help with improving the processes and user experience
- Assist with SARS audit requirements: as well as SARS audit queries. These include client audit queries as well as audit queries with regards to Dividends Tax (“DWT”) declarations and client withholding tax exemptions.
- Manage the Annual and Bi-Annual TAX submission projects for SCI and TPAs against the set deliverables of the team to drive the project to successful conclusion timeously
- Be subject matter expert (“SME”) on matters relating to TAX. This includes, but is not limited to, capital gains tax (“CGT”), DWT, withholding taxes such as withholding tax on interest (“WHT”) as well as Third Party Data Reporting.
- Deal with intricate tax/income queries/CGT and WHT queries and complaints from Clients
- Recommends solutions to business stakeholders to resolve tax issues
- Consult and engage with relevant individuals during the analysis and clean-up process to gain sufficient information to perform the clean-up pertaining tax data.
Key responsibilities
- Meet all tax regulatory reporting deadlines which will be included in the annual SCI TAX Project Plan
- Assist in the Redesign & implementation of an improved operation processes pertaining tax and SARS reporting
- Be SME on matters pertaining the impact of Distributions, e.g., when errors do occur and what to be aware of when fixing these i.e., CGT, re-reporting to SARS etc. Provide guidance /feedback on Distribution queries to different pricing houses on behalf of SCI Fund Operations.
- Deal with intricate tax/income queries/CGT and WHT queries and complaints from clients
- Be the SME for the IT3, DWT and WHT tax reporting to SARS, special rules for non- vanilla Tax reporting, performing the review and sign-off on the annual and bi-annual IT3 submission files as well as interacting and handling any queries with the various service providers
- SME for SARS’ Automatic Exchange of Information (this includes FATCA and CRS reporting) as well as C23 reporting
- Be SME on the Namibian as well as the Botswana withholding taxes (insofar it is applicable to Namibian and Botswana funds administered by SCI)
- Assist with C23 mapping, business requirements and clean up as required
- Recommends solutions to business stakeholders to resolve tax issues
- Identify & make suggestions to address root cause of poor data quality and log system requirement suggestions
- Resolve root cause of incidents and audit finding pertaining tax actions as per process timelines
- Assist to drive implementation of enhanced controls for internal control failures (as identified through incident reports, backdate reports and client complaints) within 30 days after control failure was initially identified
- Ensure that all actions for tax matters are documented and loaded on Blueprint, and reviewed annually
- Assist to Improve data integrity impacting tax matters- both from the back end and front-end by providing mitigation actions/ suggestions to Business
- Consult and engage with relevant individuals during the analysis and clean-up process to gain sufficient information pertaining tax issues
- Maintain the TAX Project Plan accordingly
- Give regular feedback to Risk and Regulatory Manager regarding targets, statistics, and all tasks
- Ensure Compliance to all regulatory requirements
- Manage tax matters pertaining all changes to existing / new legislative requirements
- Assist with to Identify, unpack, and engage with various stakeholders in SCI of TAX data integrity to ensure the business readiness of regulatory changes
- Assist team members with training and guidance re tax matters to perform their daily tasks
- Provide input into and participate in Group forums and SCI forums and feedback to team accordingly
Key responsibilities cont.
- Perform Onboarding data clean ups re tax or as requested
- Identify tax training gaps in BAU and engage with team leaders in this regard
- Assist with providing source information for training material, review training programme and training material timeously
- Provide monthly and quarterly regulatory reports as required by the Regulatory and Risk manager, COO and SCI EXCO
- Assist Regulatory and Risk manager/ COO with Ad hoc analysis and investigations needed pertaining data and tax
- Participate in business/ system requirements for Quality requirements changes and propose required changes to systems, reports, and processes
- Ensure all tasks are completed timeously, and escalate to Regulatory and Risk manager as required
- Become efficient user of relevant system applications to enabling meeting job requirements
- Develop an understanding of the instruction management process to identify potential incorrect or suspicious transactions
- Adherence to all governance, legislative and regulatory requirements
- Reporting direct to the Regulatory and Risk Manager, and provide input on areas of responsibility
- Minimum requirements
- B Comm degree or an equivalent qualification
- Minimum of 5 years’ experience in Financial Services Industry (with 3 years CIS environment, with experience in the Tax, and or CIS Regulatory reporting arena
- Technical Competencies
- Ability to understand business and technical processes across front and back-office capabilities
Behavioral competencies
- Strong relationship capabilities
- Accuracy and attention to detail
- Ability to collaborate and work collaboratively with others to meet shared objectives
- Ability to deal with complexity
- A Self starter
- Ability to function as part of a team
- Ability to handle a diverse range of tasks simultaneously
- Ability to perform well under pressure, prioritise and meet deadlines
- Ability to prioritise and function positively under pressure
- Accept accountability and take responsibility for tasks done
- Action oriented
- Adherence to all governance, legislative and regulatory requirements
- Excellent communication skills both written and verbal
- Excellent interpersonal skills
- Good planning, problem solving and analytical abilities
- Self-Control
- Stress tolerance
- Team player and client centric
go to method of application »
What will you do?
- The investment admin platform is the core product within SCI’s technology landscape and is responsible for a diverse set of processes and products. Each of these independent products within the IAP platform has a unique strategy that strives to optimize either the service delivery or value proposition offered to the business and ultimately, our clients. Each of these products must adapt to the demands of the IAP and ensure alignment with the overarching business strategy.
- The Sanlam group is in the process of re-platforming the administration partner and platform across all business units, of which SCI is one of them. The re-platforming of SCI’s admin platform (currently on FNZ) will be a key deliverable for the IAP product owner, and they will need to ensure a successful migration from a business strategic intent.
- The product owner’s responsibility is to maximize the value of an application/product and bears business responsibility for the successful project implementation.
Key responsibilities will include:
- Being the lead product owner in the team.
- Producing strategic roadmaps for various products within the IAP.
- Product assessment and viability of the new vendors IAP to align with SCI’s strategic intent, across multiple business streams.
- Playing a key role in the migration of SCI’s admin platform, from a business strategy perspective.
- Clearly expressing the product backlog items, which will combine business as usual and project requirements.
- Identify the scope of requirements and define backlog items (epics and user stories).
- Prioritizing items in the backlog to best achieve goals and objectives (optimizing the value of work delivered by the PMO and production support teams).
- Ensuring the backlog is visible, transparent, and clearly illustrates the roadmap of work to come to all relevant stakeholders.
- Responsible for decision support and guidance to the project and support teams.
- Communication link between the project/programmer manager and business sponsors/stakeholders.
- Assist business sponsors in the documentation of project definitions and briefs.
- Provides business sign off at various stages in the product lifecycle (project or sprint plans, business requirements/user stories, entry and exit criteria etc.)
- Review and sing off on various project strategy documents, as required.
- Documenting, presenting, and tracking of project/product benefit realizations through BI dashboards.
- Collaborate with key stakeholders during product ideation and design.
- Accountability for the IAP platform both pre and post implementation of initiatives.
- Collaborate with communication team to articulate product releases and features to the business.
- Fulfill the role of the “champion” of the product by being the primary source of contact for any product related queries.
- Continuous market-related research to stay abreast of the latest trends & features.
- Providing guidance to project team on priorities during sprint the planning.
- Chairing and facilitating project steering committees alongside the project manager to provide updates on strategy, projects and tabling decisions that need to be made.
- Liaising with scrum master and project managers to oversee the various development stages to ensure alignment with end goal/product.
- Anticipating next phases in the solutions that will maximize client benefit through statistical evidence (BI dashboards and cubes).
- Building out dashboards and cubes that will continuously measure the benefit realization.
- Report directly into the Head of Product Management as part of the product management.
- Attend multiple group forums to stay abreast, align or leverage off areas/functionality within the business.
Minimum requirements:
- B Comm degree or an equivalent qualification.
- Minimum of 5 years’ experience in Financial Services Industry.
- Minimum of 5 years’ experience in an IT related role.
- Technical background with knowledge of software development.
- Excellent understanding of data warehouses and BI.
- Strong SQL skills.
- Knowledge of BI cubes and dashboards.
- Strong knowledge of agile principles.
- Strong understanding of unit trusts.
- Experience working with web services and API’s.
- Previous experience in a product owner role.
- Experience in client journey designs.
- Strong presentation abilities.
Behavioural competencies:
- Client focused.
- Excellent written and verbal skills.
- Ability to identify different audiences and engage accordingly.
- Ability to convey strategies/visions and influence.
- Inspire peers and stakeholders.
- Dynamic, agile and adaptable.
- Innovative, creative and unorthodox way of thinking.
- Strong relationship building capabilities.
- Ability to lead and drive teams.
- Ability to work as part of a team.
- Strong collaboration skills.
- Ability to run with multiple initiatives and projects simultaneously.
- Ability to perform well under pressure, prioritize and meet deadlines.
- Accept accountability and take responsibility for products.
- Excellent interpersonal skills.
- Good planning, problem solving and analytical abilities.
go to method of application »
What will you do?
- Activity management of representatives.
- Prospecting for Representatives.
- Production management on a daily basis concentrating on quality and quantity.
- Conducting training - Theoretical and practical in field.
- Facility liaison.
- New facility identification.
Qualification and experience
- Grade 12
- Meet the qualification requirements in line with their DOFA:
- Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
- Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- RE 5 required from date of appointment
Class of business (COB):
- Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Sales Manager.
Knowledge and skills
- At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
- A minimum of one year management experience
- Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met.
Personal qualities
- Good leadership skills
- Entrepreneurial with good business acumen
- Strong action orientation
- Good written and verbal communication skills
- Ability to make decisions
- Initiative and innovativeness
- Planning and organizing
- Achievement orientation
- Negotiation skills
- Coaching and enabling skills
Method of Application
Use the link(s) below to apply on company website.
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