Jobs at Sanlam

This is a regional based position that reports directly to the Regional Executive. This role forms part of the regional structure of the Gauteng South Region with a strong matrix supporting line to GM: Support. The role manages the regional support functions and different specialist functions that enable sales.

What will make you successful in this role?

• Ensure synergies between the Product Providers, Service Providers, Sales and Sales Support environments
• Drive and manage the effective execution of the different Support functions within the region
• Drive and manage the effective execution of legal support services within the region
• Drive and manage the effective execution of quality and risk services within the region
• Drive and manage the effective execution of recruitment and selection services for intermediaries within the region
• Undertake general Support Operations Management such as risk management, office management, financial management
• Provide effective people management
• Undertake MANCO duties for both the region as well as SanlamConnect Support

Qualification And Experience

• Matric
• Legal Degree or Commercial or Business-related Degree
• Experience in financial services, strong client service and administration experience
• Management experience.

Knowledge And Skills

• Financial services industry and market
• Knowledge within the different channels of the region e.g. SFA, SBD, SKS, Entities
• Sanlam products and competitor products
• Sales and related administration processes
• Legal services processes to support sales staff
• Leadership and management skills to manage staff
• Relevant regulatory legislation and compliance knowledge
• Quality and risk monitoring process
• New and existing business processes
• Recruitment and Selection processes and practices
• Budget and expense management
• MS: Office (PP, Excel, Word, Outlook)
• SAP, E2 Financials, Sanquote, MIS

Personal Qualities

• Cultivates innovation
• Flexibility/Adaptability(being resilient)
• Client Focus
• Building relationships/partnerships
• Results Driven
• Sound planning, co- ordination and organization orientation
• Sound decision making
• Leadership abilities
• Balancing stakeholders
• Treating Clients Fairly

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The Retirement Benefits Counsellor will be responsible to assist members and provide retirement planning support through:

• Telephonic and written counselling, information and support
• Technical product knowledge of retirement funds and retirement-related investment products
• Creating a positive client experience
• Effective and technically-competent resolution of queries and complaints
• Maintain and improve in-house systems and business processes
• Collaboration and relationship management with internal and external stakeholders
• Efficient administration
• Dealing with complaints efficiently and fairly

What will make you successful in this role?

• Relevant tertiary qualification (related to financial planning)
• Minimum 2 - 5 years' experience dealing with clients within an Employee Benefits and/or Financial Planning environment

Qualification And Experience

• Degree or Diplom with 2 - 5 years related experience

Knowledge And Skills

• Investment Industry Knowledge
• Business knowledge and analysis
• Client Communication
• Compliance and Risk Management monitoring
• Reporting and Administration

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.

Personal Qualities

• Organisational Savvy - Maneuvering comfortably through complex policy, process and people related organizational dynamics.
• Manages Complexity - Making sense of complex, high quantity and sometimes contradictory information to effectively solve problems.
• Drives Engagement - Creating a climate where people are motivated to do their best to help the organisation achieve its objectives.
• Business Insight - Applying knowledge of the business and marketplace to advance the organisation’s goals.
• Displays Care - Showing care and consideration to our clients that extends beyond professionalism.