Jobs at Sanlam

Who are we? 
SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly.  We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients.  Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement, and providing adaptive solutions designed to answer life’s financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.
 

What will you do?

The role of the Business Analyst is to ensure the smooth and effective running the Sanport system, related processes, relevant tools and applications, the ease of use of these relevant tools, processes and applications, as utilised by the intermediary, thus enhancing the intermediary’s experience - as well as the end-user customer’s experience. The role is also responsible to reduce and prevent any business risks associated with the use of system tools and applications by the intermediaries and to manage and facilitate the resolution of system issues, as well as driving any enhancements that are identified or suggested. The role also manages and take ownership of allocated projects and tasks, as well as assigned resources.

What will make you successful in this role?

• Identify & define business requirements for new business models or changes to existing models, including application requirements, Business Requirements Specification (BRS) & test cases

• Analyse & design new business processes 

• Define & design changes to existing processes as required & ensure integration of changes into process environment 

• Work with the SanlamConnect Business Solutions Manco, architects, partners & other team members to define non-functional requirements (including metrics & performance goals) for the application

• Participate in transitioning the requirements to systems analysts & designers, and ensure a clear & complete understanding of the requirements

• Document these requirements and designs

• Participate in quality management reviews throughout the SDLC to ensure requirements are fulfilled

• Perform testing to ensure that business requirements have been met

Qualification and experience

• Relevant diploma or degree 

• Business Analyst qualification will be advantageous

• Website design and maintenance experience will be advantageous

• Understanding of SQL database design and architecture

• At least 5-7 years related business analyst experience within the Financial Services industry

Knowledge and skills

• A good understanding of D365 and the different areas or modules 

  • The following knowledge is preferable:

    • Basic understanding of Canvas Apps

    • Basic understanding of Model-Driven Power Apps

    • Basic understanding of Power Automate (Previously called MS-Flow)

    • Good understanding of the CDS (Common Data Service)

    • Good understanding of data modelling (e.g. ERD)

  • Configuration of D365 (data structures, building form, workflow and business rules)

  • Creating, Exporting and Importing of Solutions

  • Good understanding of the different methods of Data integration between D365 and other systems

  • A good understanding of how to extend D365 through configuration as well as customisation via the API's

• MS: Office (Excel, Word, PP)

• Sound financial services industry knowledge and understanding of the context

• Understanding of policy services systems

• Claims, Portfolio etc. understanding of how these systems integrate with one another

• Understanding of web services etc.

• Understanding of system architectures (i.e.:  Web based architecture)

• Business and functional process specifications

• Business/technical process mapping

• Understanding of Financial Services sales processes

• Basic Financial Product knowledge / Product life cycle knowledge

• A good understanding of the system development life cycle 

• Financial needs analysis tools knowledge and experience.

Core competencies

• Customer Focus 

• Collaborates

• Cultivates Innovation 

• Drives results

• Being resilient 

Personal attributes

• Action orientated

• Focus on quality

• Communicates Effectively

• A technical (systems) mindset

• Conceptual and analytical thinking abilities

• Able to influence and gain commitment from stakeholders and partners

• Quality and accuracy orientation

• High adherence to work standards

• Structured, organised and good planning

• Able to work with data complexity (especially financial and accounting data)

• Adaptable and flexible to change

• High energy levels and action orientation

• Excellent communication skills (verbal and written)

• High regard for continuous improvement, growth, and self-development

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Closing date: 18 November 2021

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 employees 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.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

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Who we are?

Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.

We take particular pride in:

•              Sanlam’s longevity and innovation
•              People, teamwork and values
•              A culture of diversity and commitment to growing our own timber
•              Our robust, tested and proven pragmatic investment process and philosophy

Our local and offshore investment products cover the full investment spectrum: active and passive; single and multi-manager – both locally and internationally. Our active funds range are managed according to our pragmatic value investing style.

What will you do?

• Guided by Lead Analysts, this role will be responsible for sourcing and transforming a wide range of data across the business into formats that can be used by end users to develop differentiating business insights.
• We are looking for an individual with experience in using a variety of data tools, analysis methods and data visualization to turn data into actionable insights with demonstrable business impact.
• They will assist in specifying complex business rules using the specified toolsets to enable the data modelers to create complex analytical models. Hence, they need to understand and continuously seek to build knowledge of data and information. 
• The person fulfilling this role will not only analyse data models, but also test the outputs, investigate & troubleshoot data issues and devise solutions in line with best practice. A high competency in problem solving capabilities is thus essential. They should be able to communicate business information to technical teams, as well as be competent in communicating challenges and solutions to the team.
• An understanding of data management solutions and a keen sense of the strategic value of information to an organisation will be of importance.
• You will be responsible for the end-to-end tasks within the data analysis framework working with business representatives, product owners, etc. to define and elicit requirements, analyse data and create reports/dashboards.
• A unique opportunity to complement a small, high performance team in supporting Business Intelligence (BI) solutions for Sanlam’s Investment business. Support will be provided through data and systems analysis (incl. data issue investigation), required to deliver various business BI support requirements. 
• Key experience and knowledge capabilities required to successfully fulfill the role include translating business requirements into detailed technical requirements, advanced data management proficiency and systems analysis. 
• The Systems / Data analyst will translate the business analyst's requirements into actionable technical requirements required to support data assets.
   

What will make you successful in this role?

• Diploma/Bachelor Degree (Information Systems; Statistics; Data or Computer Science; Engineering) or equivalent (preferred but not essential)
• Functional experience in analytics, data visualisation or reporting
• 2-5 years of experience performing data /systems /information  analysis in a BI environment
• Knowledge of and experience with reporting packages
• Adept at queries, report writing and presenting findings for stakeholder use
• Experience working with data in various data sources and databases
• Ability to translate business requirements into non-technical terms
• Demonstrated experience in handling large data sets and relational databases with proven SQL skills
• Ability to comply to and manage data assets under strict governance framework
• Experience in agile development desired
• Business experience in financial services or financial asset management will be advantageous
• Ability to work with data profiling, data quality and reference data toolsets advantageous
• Knowledge of various toolsets such as SAP Hana Studio, SAP Data Services, Informatica Data Quality Suite, Cloudera big data storage and Microsoft Power BI will be advantageous.
• Proficiency in MS Excel

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Who are we?

Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. Ultimately we grow and protect wealth.

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
•  1 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