Job Vacancies at Sanlam

What will you do?

• Selling products telephonically
• Achievement of sales targets and objectives
• Adherence to Quality and Compliance processes to minimize business risk
• Manage your quality & compliance against benchmarks to minimize business risk, with the client in mind
• Maintain optimal operational efficiencies based on productivity measures
• Adapt and change to fit in with changing business operational requirements
• Resolve complaints and objections
• Build and maintain good client relationships
• Managing information regarding new products, rate changes, rulings, training updates etc.
• 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 or a relevant NQF 4 qualification
• 2 years’ experience within a Sales Outbound Call Centre, or at least 2 years’ face to face sales experience (with targets attached to the sales)
• Financial services experience (advantageous)

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

Personal qualities

• Selling skills
• Computer literacy
• Communication
• Planning and organising
• Building and maintaining relationships
• Treating Customers Fairly 
• Results Driven/Achievement orientated
• Continuous learning
• Tenacity

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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What will you do? 

• This role reports centrally to the Head: BlueStar Businesses and works closely with regional management to promote and develop the B*B concept through active identification, planning, engagement surrounding the taking on and vesting of new BlueStar Businesses.

What will make you successful in this role? 
The role will implement the different operational requirements for setting up and supporting a new BlueStar Business such as:

• marketing the Blue star concept/model/process
• planning the expansion of BlueStar Businesses regionally
• sourcing, recruitment and appointment of FA ‘s into BlueStar Businesses
• assist Principles with training and vesting of new Advisors 
• act as business consultant/coach and change agent to BlueStar Businesses
• management of an Enterprise Management Support Assistant to assist with administration functions

Qualification and experience 

• Commercial/Financial/legal or business-related degree preferable 
• CFP/RFP3 or equivalent (ie.: 120 credits)
• Extensive Financial Services experience in a marketing/sales environment
• Experience in Practice Development of financial planning practices

Knowledge and skills

IT:

• MS: Office (Excel, Word, PP)
• Web based platform tool/site
• Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
• AUTONUB 
• Capital Software
• SAP
• E2 Financials

Business/Management:

• Financial Services Industry Knowlede
• Specialised knowledge within different channels (SFA, SKS, SBD or Entities)
• Different enterprise distribution models and value propositions (Especially B*)
• Financial Services Product Knowledge (Sanlam and competitors) 
• Legal technical Knowledge (product related)
• New and Existing business processes
• Advisor contracts and remuneration
• Sales and related administration processes
• Leads management and campaigns/competitions
• Leadership and Management skills 
• Financial management (including profitability and VNB)
• Debt management
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Business coaching and mentoring

Core competencies

• Cultivates innovation
• Customer focus
• Drives results
• Collaborates
• Flexible and adaptable

Personal attributes 

• Sound business acumen
• Sales and goal orientated
• People developer (coaching)
• Networking and relationship builder
• Structured and good planning abilities
• Ability to motivate and build a team
• Strong administrative and operational skills and knowledge
• Socially confident and skilled to communicate well with staff and clients alike
• Ability to solve problems and work with complexity

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What will you do?

• Responsible for all activities related to the administration of computerised databases. Assigns personnel to various projects and directs their activities; reviews and evaluates their work and prepares performance reports. Confers with and advises subordinates on administrative policies and procedures, technical problems, priorities and methods. Consults with and advises users of the various databases. Projects long range requirements for database administration and design in conjunction with other managers in the information systems function. Prepares activity and progress reports regarding the database management section.

What will make you successful in this role?

• Contribute to the SRM Strategy for Data Governance and Business Intelligence required to support better data custodianship, integrity and usage across the cluster.
• Ensure collaboration with senior stakeholders across the SRM cluster to enable decision-making, insights and actions across the cluster. Understand the data, systems and architecture of front-end and back-end applications. Design of enterprise level Business Intelligence solutions including Self Service BI Solutions.
• Implementation of all data-related projects that will enable business to become more data driven, using analytics and data insights.
• Establish and embed a data driven culture within the assigned sub-segment/pillar/domain/functional area.
• Drive cross segment integration between data and analytics to realise value of data as an asset while meeting business-related and function-related Data and Analytics requirements to enable a platform business.
• Establish and embed a data driven culture within the assigned sub-segment/pillar/domain/functional area
• Demonstrate leadership behaviour through personal involvement, commitment and dedication in support of organisational values.
• Drive the implementation and adoption of data and governance strategy.
• Ensure Data Security for the cluster by identifying security gaps within the data environment and implementing security best practices.
• Provide continuous improvement on reporting and analytics’ methods.
• Disaster planning – must be able to implement and execute on DR plans for all Database environment.

Qualification and Experience

• Degree or Diploma and the required Certification with 8 to 10 years related experience.

Knowledge and Skills

• Computerised database administration and management
• Quality assurance, performance and progress reporting
• Project Oversight
• IT governance and compliance
• Technologies

Personal Attributes

• Directs work - Contributing through others
• Manages complexity - Contributing through others
• Plans and aligns - Contributing through others
• Optimises work processes - Contributing through others

Core Competencies

• Cultivates innovation - Contributing through others
• Customer focus - Contributing through others
• Drives results - Contributing through others
• Collaborates - Contributing through others
• Being resilient - Contributing through others

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What will you do?

• This is a management role within the regional (geographical) SanlamConnect structure reporting to the Regional General Manager. The role has a strong tactical focus with some strategic contribution. This role forms part of and contributes to the regional MANCO. The role is primarily responsible to drive sales and grow market share in the region through intermediary teams managed by Sales Managers. You will be responsible for the Pretoria region.

Output/Core Tasks:

The expectations of the role is to:

• Serve on Regional MANCO and contribute to Regional Sales Strategy
• Translate regional strategy into tactical and operational sales goals
• Drive and support marketing and business building initiatives
• Set and drive sales and manpower targets
• Manage expenses
• Manage operational effectiveness
• Manage and develop staff

What will make you successful in this role?

Qualifications and Experience:

• Extensive Financial Services experience in a marketing/sales environment
• Sales and Operational Management/leadership of a unit
• Management Diploma
• Commercial/Financial or business related diploma/degree
• CFP/RFP3 or equivalent (i.e.: 120 credits)

Knowledge and Skills:

To be successful you will need to demonstrate good experience in:

I.T:

• MS: Office (Excel, Word, PP)
• Web based platform tool/site
• Advisor tools (i.e.: Sanfin, Leads program, Santrust, Santax, Sanport)
• AUTONUB
• SANPAY

Business Management:

• Financial Services Industry Knowledge
• Specialized knowledge within different distribution channels
• Financial Services Product Knowledge (Sanlam and competitors)
• Legal technical knowledge (product related)
• New and Existing business processes
• Advisor contracts and remuneration
• Broker and/or Advisor contracts
• Sales and related administration processes
• Leads management and campaigns/competitions
• Leadership and Management skills to manage staff
• Budgets and expense management (including profitability and VNB)
• Debt management
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Different distribution models and value propositions

Personal Qualities:

• Cultivates innovation
• Client focus
• Drives results
• Collaborates
• Flexibility and adaptability (being resilient)
• Financial acumen
• Business insight
• Plans and aligns
• Balance stakeholders
• Decision quality
• Treating customers fairly (TCF)

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What will you do?

• Undertake to fully understand the content and impacts of all relevant legislation and requirements for the financial services industry.  
• Ensure that all compliance practices and procedures are strictly observed in terms of disclosures, advice, record keeping, and ethics/behaviour undertaken when dealing with advisers and clients.
• Track, interpret and communicate trends or gaps in terms of risks within the business.
• Support the complaints register and resolution process.  
• Ensure all complaints are logged, investigated properly, and resolved according to the due process.  Undertake to do the necessary report and record keeping thereof.
• Gatekeep and monitor new business submitted for a compliance review 

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

• A relevant matric qualification
• One-two years’ experience on Sanfin and CommPay 
• A completed Commercial/Financial/Legal or business-related diploma/degree 

Knowledge and skills 
To be successful you will need to demonstrate good experience in:

• Successful candidate should have at least one year’s experience in an advice gatekeeping role
• Knowledge of and experience in MS Office
• Good knowledge of the lodging and suspense review processes
• Good basic IT/systems operations knowledge 
• Financial Services Industry Knowledge 
• Relevant regulatory legislation and compliance knowledge 
• Financial Service Product Knowledge (Sanlam and competitors) 

Competencies

• Cultivates innovation 
• Client centricity 
• Results driven 
• Collaboration 
• Flexibility and adaptability 
• Plans and aligns
• Communicates effectively
• Action oriented
• Optimizes work processes

Personal Attributes

• Communicates effectively - Contributing independently
• Decision quality - Contributing independently
• Action orientated - Contributing independently
• Optimises work processes - Contributing independently
• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently