Jobs at Sanlam Group

What will you do?

Outputs/Core Tasks:

•  Execution of administrative tasks for the Head of Finance Reporting, including the Finance Reporting team and   respective team leads.
•  Prioritization and organization of calendar events and booking of meetings.
•  Assistance with Company secretarial work involving submissions to CIPC, drafting of minutes and resolutions.
•  Assistance with administrative tasks involving budgeting and financial reporting.
•  Execution of invoice payments.
•  Assistance with logistics of special events, meetings, etc.
•  Assistance with PowerPoint presentations.
•  Assistance with ordering office supplies where needed.
•  Fulfill the role of Health & Safety Representative for the department.

What will make you successful in this role?

Role Requirements:

Qualifications:

• Grade 12
• Secretarial Diploma will be an advantage.

Experience:

•  At least 3 years secretarial experience in a corporate environment.

Knowledge:

•  Basic knowledge of accounting concepts.

Competencies:

•  Communicates effectively
•  Administrative orientation
•  Financial acumen
•  Technology savvy
•  Decision quality
•  Information gathering
•  Cultivates innovation
•  Concern for accuracy
•  Plans and aligns
•  Customer focus
•  Collaborates
•  Drives results
•  Being resilient
•  Computer skills (MS Office)

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.

Core Competencies

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

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. 

Sanlam Retail Affluent is guided by the principles of Employment Equity. Candidates with disabilities are encouraged to apply.

Closing date: 13 May 2021

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What will you do?

• Responsible for the systematic and methodical investigations, analysis and documentation of all or part of an IT area in terms of functions and processes and the information they use.  Identifies and examines IT area's needs and determines timely and effective solutions to business functions and processes.  Trains process workers on new processes. Assists in implementation of processes and ensures processes are adhered to and improved. 

What will make you successful in this role?

•     Discuss efficient ways to deal with business requirements
•     New product and system enhancements
•     Provide technical support and advice on development methodology and product and process set-up 

    Technical support 

•     Technical support on integration, alignment, product set-up and testing
•     Support and advise on most efficient way to meet business requirements; Industrialisation of solutions before hand-over and advise on interfaces and data requirements
•     Handling queries / support / fixes; Advise on solutions and interface design and data loads

Qualification and Experience

•     Degree or Diploma
•     At least 5 years’ experience in a business analyst role in the insurance industry 
•     Experience in business operations will be advantageous 

Knowledge and Skills

•     Basic Solutions architecture knowledge 
•     IT process analysis
•     Business requirements definition
•     Process implementation, training and adherence
•     IT Operations and frameworks
•     Knowledge of operational business processes
•     Knowledge of Progress and SQL
•     Ability to read and interpret programme code
•     Ability to advice on solutions across functional areas and systems 
•     Understanding relationship between data, systems and business requirements

Personal Attributes

• Interpersonal savvy - Contributing independently
• Decision quality - Contributing independently
• Action orientated - Contributing independently
• Optimises work processes - Contributing independently

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 the group provides many opportunities for growth and development.

Core Competencies

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

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. 

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What will you do?

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

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 Financial Advisor.

Qualification & experience

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

• Matric (grade 12) or NQF level 4
• RE5 an advantage
• Clear Credit and Criminal records
• FAIS Compliance
• At least one years’ work experience within sales or marketing.

Technology requirement:

• A smartphone that is compatible with the latest technology, i.e. Android or Apple
   

Personal qualities

• Client Service Orientation
• Ability to influence client decision
• Confident decision maker
• Great business acumen
• Adhering to principles and values
• Analytical
• Proactive
• Ability to cope with pressure and setbacks
• Exceptional interpersonal skills
• Trustworthy
• Detail-oriented
• Activity management.

Our aim is to help you 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 realize their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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What will you do?
This is an administrative support position that reports directly to an Operations Manager in the region. The SSA role is there to render sales support and administration to Sanlam intermediaries and regional sales management.

• Provide sales and administration support to intermediaries, including quotations
• Assist the intermediaries with the relevant product information
• Process and monitor new business submitted
• Monitor and report on relevant sales information to intermediaries/management
• Support initiatives to increase the take up of technology with intermediaries
• Providing limited after sales service

What will make you successful in this role?

Qualifications and experience:

• Grade 12 or equivalent qualification
• A relevant tertiary qualification would be advantageous

Knowledge and skills:

A minimum of 2 years relevant administrative experience within the financial services industry is preferred
Prior experience within a Broker or Advisor Services environment is preferred
Insurance product experience and knowledge of relevant quotation processes and systems is preferred

Personal qualities:

• Cultivates innovation
• Client Centricity
• Drives Results
• Collaborates
• Flexibility and Adaptabilty
• Plans and Aligns
• Communicates Effectively
• Action Oriented
• Optimizes Work Processes
• Treating Customers Fairly
• 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 – SanlamConnect, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and 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. The closing date for applications is 12 May 2021.

The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.

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 (with targets attached to the sales)
•  Financial services experience (advantageous)
•  RE Exam Advantageous
•  30 FAIS Credits – 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 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

Core Competencies

• Cultivates innovation - Contributing dependently
• Customer focus - Contributing dependently
• Drives results - Contributing dependently
• Collaborates - Contributing dependently
• Being resilient - Contributing dependently
• 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.

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.