Job Opportunities at Sanlam

What will make you successful in this role?

• Perform investigations through proper planning, fact-finding by the gathering of information and evidence, as well as the analysis and the identification/linking thereof to transgressions.
• Investigation of the full spectrum of incidents in respect of all the businesses serviced by SLS Forensic Services.
• Compile reports and affidavits concerning irregularities, regulatory transgressions, including criminal conduct and make recommendations for further actions.
• Identification of patterns or tendencies and then make recommendations with reference to implementation of preventative measures and areas of risk.
• Testify at internal, regulatory and criminal proceedings.
• Provide input and assistance to Prosecuting and Regulatory authorities.
• Formulating charges for the Human Resource Department to be included in charge sheet for disciplinary hearing.

Knowledge and Skills

• Specific knowledge of the environment in which a long-term insurer operates, as well as knowledge of financial institutions in general.
• Sound knowledge of legislation, regulations and legal principles applicable to the financial industry (FAIS, LTIA, FICA, PRECCA, POPIA, Criminal and Civil Procedure Act etc.).
• Thorough knowledge of investigative methodology and techniques.
• Investigation experience in the area of long-term insurance claim investigations.
• Stakeholder engagement
• Knowledge and application of digital technology and Open-Source Intelligence Tools (OSINT)

Personal Attributes

• Decision quality - Contributing independently
• Communicates effectively - Contributing independently
• Plans and aligns - Contributing independently
• Optimises work processes - Contributing independently
• Core Competencies
• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently

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Job Purpose

Contact clients to discuss their financial goals and offer them financial services. Design debt liquidation plans which consist of the time frame and priority of payoff.

Formal Qualifications

FSCA recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice published for recognised qualification by FSCA:

• Matric
• RE5 depending on date of first appointment
• FAIS Qualification (will be an added advantage)

Working Requirements And Knowledge

• Computer Literate
• Proven Sales Skills
• Ability to work in a high intensity environment
• Ability to meet monthly targets
• At least a years’ work experience within sales/marketing and call centre
• Product knowledge
• Listening skills

Key Responsibilities

• 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 Safrican clients.
• To arrange appointments with potential customers within Key Accounts and Allocated Markets.
• To update and inform customers and clients public of our new products.

Behavioural Competencies, Skills And Attributes

• Client service orientation
• Ability to influence client decision.
• Confident decision maker
• Great business acumen
• Adhering to principles and values
• Analytical
• Ability to cope with pressure and setbacks.
• Exceptional interpersonal skills
• Persuading and influencing
• Pro-activity
• Accuracy and attention to detail
• Trustworthy
• Planning and organising
• Client service orientation