Job Opportunities at Sanlam

What will you do?

• Responsible for searching and exploring both the local and international markets for new products and trademarks to expand and strengthen the company's position in the market. Searches for joint ventures and co-marketing  opportunities. Negotiates with relevant authorities and organisations to ensure the company's products and services are recommended. Investigates existing marketing and business practices and recommends opportunities for improvement within the company.  May also be responsible for the identification and initiation of development projects within a region. Assists in achieving the region's development needs through investigations, viability studies and liaison with local authorities.  Relationship manager duties are included.

What will make you successful in this role?

Key competencies

• Strong understanding of the financial (asset manager/LISP/DFM) landscape, different players and key needs
• Strategic thinking abilities particularly around the evolution of the DFM landscape
• Strong commercial and business management abilities
• Strong analytical skills
• Strong people and relationship management skills
• Excellent communication skills
• The capacity and ability to clearly articulate and package the Glacier Invest value proposition to Financial Advisors (marketing competency)
• Existing track record of success within the industry
• Strong sales and marketing experience
   

Responsibilities

• Ensuring that appropriate activity regarding sales and servicing is taking place at a Regional level.
• Monitor, develop and motivate the Business Development Managers within the segment in terms of budget targets, sales, client strategies etc.
• Co-ordination and implementation of Glacier Invest sales initiatives on a regional basis.
• Achieve agreed-to activities through structured client segmentation. 
• Identify and actively manage key strategic client relationships.
• Build relationships with intermediaries by engaging with then in structured meetings to deliver on sales targets.
• Resolve work challenges by communicating identified challenges to specific departments for action according to policies and procedures. 
• Educate and inform intermediaries by disseminating product and process information in line with Glacier Invest’s focus areas to grow market share. 
• Keep abreast of legislation and other industry changes that impacts on role. 
• Ensure personal growth and enable effectiveness in performance of roles and responsibilities.
• Ensure information is provided correctly to stakeholders by maintaining knowledge sharing with team. 
   

Minimum Experience Level and Essential Qualification

• 5 years + sales experience in the Asset Management industry 
• Relevant Bachelor’s Degree Preferred Qualification 
• Relevant postgraduate qualification (e.g., CFA, CFP) and existing network would be advantageous
   

Key Differentiators:

• Deep understanding of the retail and DFM market and the evolution of the market
• Will apply unconventional thinking and see the bigger picture
• Established reputation and personal brand amongst Advisers

Personal Attributes

• Interpersonal savvy - Contributing through others
• Decision quality - Contributing through others
• Plans and aligns - Contributing through others
• Optimises work processes - Contributing through others

go to method of application »

What will you do?

This role will be responsible to meet with Independent Financial Advisors and model portfolio solutions, to build relationships with supporting divisions to support Discretionary Fund Management, and report back to Investment Management Committee Meetings. This role will be geared toward client engagement, which will involve local travel. 

• Ensuring client aspirations are understood and achieved 
• Building portfolios in order to meet client expectations 
• Leveraging off research platform within the team 
• Constructing and managing portfolio’s that meet the client’s expectations 
• Regularly present formal research to the client 
• Provide ‘alpha generating’ input into the positioning of client portfolios-manager selection 
• Remain abreast of research developments in both Asset Manager (locally and internationally) as well as in the broker investment industry.

What will make you successful in this role?
 

Qualifications & Experience 

• Undergraduate degree (B.Sc, B.BusSci, BCom) 
• Proven ability to present research 
• CFA/CFP would be advantageous 
• Asset Manager /Fund Research experience would be highly advantageous 
   

Knowledge & Skills
Good understanding of: 

• Investment management industry 
• The Macroeconomic environment 
• Financial markets 
• Financial instruments (including derivatives) 
• Analytical and numerical skills with a proven ability to solve problems in a timely manner 
• Ability to produce written reports which clearly articulate the analyst’s research 
• Computer literate (MS Office- advanced, knowledge of VBA and/or other programming languages would be beneficial) 
   

Personal qualities

• Business Insight – applying knowledge of business and the marketplace to advance the organisation’s goals 
• Financial Acumen – interpreting and applying understanding of financial indicators to make better business decisions 
• Decision Quality – making good and timely decisions that keep the organisation moving forward 
• Action orientated – taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm 
   

go to method of application »

What will you do?
Key responsibilities:

Manage daily operations 

• Checking and signoff of all claims, letters, journals & other work items. 
• Checking quality of completed work and monthly reporting on errors made. 
• Effective management of the ‘day to day workflow of the team. 
• Effective management of incoming post and the distribution thereof. 
• Effective management of all critical post on a daily basis. 
• Effective management of “ad hoc” requests by clients or management. 
• Effective supervision of team in general. 
• Handling problems and high-level enquiries with regards to claims and risk products. 
• Support team with difficult queries, tasks and complex benefit calculations. 
• Provide professional support to both internal & external clients. 
• Ensure that the completed claim documentation meets the required audit standards, and complies with Legislation. 
• Provide in-put to team’s CPA reports and discussions. 

 
Getting Results through others 

• Promote a high standard of internal & external client service. 
• Ensure that SLAs are met at all times. 
• Assist team members in their training & development needs. 
• Assist in performance & individual development plans. 
• Share own experience and transfer skills & knowledge with team. 
• Mentoring & coaching of team so that they can perform to their full potential. 
• Ensure achievement of set goals. 
• Facilitate continuous improvements to ensure operational efficiency. 
• Deliver, maintain and enhance work standards in terms of quality and quantity. 
• Accountable for team’s time, tasks and outputs. 
• Create a positive work environment & ensure that all team members perform in accordance with the company Values. 

 
Ensure great customer service 

• Ensure that your team is highly service orientated and responsive to client needs. 
• Accountable for service delivery through own efforts and efforts of others. 

Create a climate of optimal performance 

• Manage interpersonal relationships and optimize diversity and synergies with other stakeholders and teams in SGR and the broader business environment. 
• Develop skills and competencies of staff though knowledge sharing and coaching. 

What will make you successful in this role?

• Matric with Mathematics and/or Accounting.
• 3 or more years’ experience in a Group Risk: Disability Claim administration environment will be a requirement
• Previous team leader experience will be an advantage.

Knowledge and Skills

• Sound knowledge of disability claim processes and procedures.
• Sound knowledge of products, processes, and services of Sanlam Employee Benefits.
• Computer literacy (MS Office suite).
• Understanding of rules and policy regulations with regards to schemes and funds.
• Technical knowledge of SGR environment (Risk) is a requirement.
• Knowledge of Sanlam’s Risk Business processes (Death, Disability, Tenders, Revisions, Scheme Implementation, Medical Underwriting and general Administration).
• Reporting

Personal Qualities

• Excellent planning and organizational skills
• Excellent communication skills (verbal & written)
• Excellent problem solving, numerical and analytical skills
• Sound problem solving and decision making skills
• Sense of accuracy
• Strong leadership characteristics
• Client Service Orientated
• Action & Result Orientated
• Goal Driven
• Must be able to work under pressure
• Must be able to delegate
• Adaptability

Core Competencies

• Cultivates Innovation by creating new and better ways for the organisation to be successful.
• Client Focus - Building strong customer relationships and delivering customer-centric solutions.
• Drives Results - Consistently achieving results, even under tough circumstances.
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
• Resilience - Rebounding from setbacks and adversity when facing difficult situations.

go to method of application »

What will you do?

•  Sell life insurance telephonically 
•  Achieve sales targets 
•  Adhere to Quality and Compliance processes to minimize business risk 
•  Maintain optimal operational efficiencies based on productivity measures 
• Adapt and change to fit in with changing business operational requirements 
• Sales objection handling 
•  Build and maintain good client relationships 
• Keep abreast of developments and trends in the Industry – self learning 
• Ensure commitment to the FAIS Fit & Proper qualification requirements 

What will make you successful in this role?
Qualification & experience :

• Grade 12 qualification 
• At least 2 years’ experience within a Sales Outbound Call Centre, selling long term insurance (with targets attached to the sales) 

Knowledge and skills :

• Good understanding of Financial Services Industry related legislation and regulation 
• Understanding of sales processes and servicing industry 
• Outbound Sales experience is required 
• Fluency in English and one other South African official language 
• A clear criminal and credit record 
• Commitment to the FAIS Act and meeting Fit & Proper qualification requirements 
• Willingness to work overtime in order to achieve targets. 
• Being fully computer literate. 
   

Personal qualities :

• Interpersonal 
• Planning and organizing 
• Building and maintaining relationships 
• Treating Customers Fairly 
• Initiative 
• Results Driven/Achievement orientated 
• Continuous learning 
• Tenacity 
• Objection handling skills 
• Team orientated 
• Ability to receive and implement feedback 

Qualification and Experience

• Grade 12 with 3 to 4 years related experience.
• Knowledge and Skills
• Undertake Outbound Tele-Sales
• Service inbound client queries, requests
• Administration and processing
• Quality, compliance and accreditation

Personal Attributes

• Communicates effectively - Contributing independently
• Situational adaptability - Contributing independently
• Action orientated - Contributing independently
• Persuades - Contributing independently

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 & 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

go to method of application »

Outputs / Core Tasks:

• Responsible for full administration of trust and fund accounts.
• Managing of assets of trust on behalf of third party (high volumes).
• Liaison with internal and external clients (high volumes).
• Support to Client Account Manager.
• Providing service to trust beneficiaries in respect of the management of their accounts.

Requirements

Qualifications:

• Grade 12

Experience:

• At least 1 year relevant experience in trust or employee benefits administration.

Knowledge:

• Knowledge of appropriate legislation.
• Knowledge of financial concepts, structure of trusts, retirement funds, group schemes and beneficiary funds.

Competencies:

• Communicates effectively - ability to communicate in any of the official languages will be an advantage.
• Administration orientation
• Decision quality
• Information gathering
• Cultivates innovation
• Concern for accuracy
• Plans and aligns
• Customer focus
• Collaborates
• Drives results
• Being resilient
• Computer skills (MS Word & MS Excel)

Personal Attributes

• Decision quality - Contributing dependently
• Optimises work processes - Contributing dependently
• Plans and aligns - Contributing dependently
• Communicates effectively - Contributing dependently