Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through back-office support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through back-office support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through back-office support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through back-office support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through back-office support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
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.
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 two years’ work experience within sales or marketing
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.
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through back-office support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through back-office support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
What will you do?
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added products
What will make you successful in this role?
Sales Delivery:
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch Client Service and Client Retention:
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
- Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, Compliance and Continuous Development:
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making
Monthly Planning and Reporting:
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager
Qualification and Experience:
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment
Knowledge and Skills
- Broker Support
- Administration and processing of new and existing business
- Business Building
- Partnership Building
- Coach and develop others
go to method of application »
Experience and Skills
- Minimum 7 years of experience in IT security, with at least 5 years focused on Active Directory
- Proven experience in managing and securing multi-domain AD environments
- Experience with AD integration in hybrid cloud environments
- Experience in the technologies involved in networking, firewalls, Windows and Unix/Linux Operating Systems and internet protocols
- Experience with security tools such as Microsoft Entra ID Protection, Checkpoint or FortiGate firewalls and SIEM tools
- Experience with AD migrations, mergers, or restructuring
- Experience with logging systems and log analysis
What will you do?
- The Senior Infrastructure Security Engineer will serve as a technical leader and guide as needed on technical efforts initiated by the Cybersecurity, Infrastructure, and Operations teams and projects outside of Security. This role will focus on Infrastructure Security, Identity and Access Management, Cloud Security, and Network Security. The position requires a deep understanding of AD security, firewall management, network security, and operating system security, as well as threat detection, response, and mitigation. Additionally, experience with associated technologies such as Group Policy, DNS, certificate services, InTune, LAPS, VPN, and SIEM is essential.
What will make you successful in this role?
Active Directory Security Management
- Design and manage security configurations for AD environments, including multi-domain forests
- Perform regular security assessments and audits of AD infrastructure
- Develop and enforce security policies related to AD, including password policies, account lockout policies, and privileged access management
Identity and Access Management (IAM)
- Manage the lifecycle of AD accounts, groups, and organisational units (OUs)
- Implement and manage Role-Based Access Control (RBAC) and least privilege access models
Incident Response and Threat Mitigation
- Coordinate technical response during investigations into infrastructure security-related security incidents, including unauthorised access, privilege escalation, and breaches (primary point of contact for the CSIRT)
- Develop and maintain incident response playbooks related to AD, firewalls, and VPN
- Collaborate with the Security Operations Center (SOC) to detect and respond to AD and other infrastructure threats.
- Implement measures to protect AD against common threats like Pass-the-Hash, Golden Ticket attacks, and Kerberoasting
Infrastructure Management:
- Implement disaster recovery solutions for AD, including backup and restore processes
- Plan and coordinate lifecycle and capacity management of the SIEM service (software version upgrades, hardware upgrades and migrations, deployment of new infrastructure)
- Ensuring compliance with regulatory standards, industry best practices, and company policies and standards
Collaboration and Communication:
- Work closely with cybersecurity, compliance, architecture, and infrastructure & operations teams to align infrastructure security with overall organisational goals
- Provide technical leadership and mentoring to junior engineers and other IT staff.
- Prepare and present reports on AD security posture to senior management and stakeholders
- Timely and accurate communication of project status reports, risks and issues to key stakeholders
- Represent team as senior technical subject matter expert and key decision maker in project meetings and activities; function as a member of the extended central Cyber Security team during weekly progress meetings, ISO Forums; and participate in the annual strategic planning of the central Cyber Security Team
- Contribute to both Cybersecurity and Infrastructure & Operations roadmaps and overviews to key stakeholders and internal customers
- Management and oversight of 3rd party consultants assigned to specific projects
- Manage SIEM service provider
- Coordinate technical efforts in support of new initiatives to improve Cyber resilience in the group
Qualifications and Certification
- Matric
- Bachelor’s degree in Computer Science, Information Technology, or a related field. Equivalent experience may be considered
- Certifications such as CISSP, CISM, Microsoft Certified: Identity and Access Administrator Associate, or similar
Knowledge and Skills
- Cyber Security Administration
- Cyber Security Audits
- Cyber Security Compliance
- Assessing security risks
- Assessment risk mitigation for the organisation
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What will you do?
- You will be surrounded with hardworking people who are passionate about cloud and software engineering, and believe that world-class support is critical to customer success. You will have the chance to help DevOps teams take their existing applications to the Cloud and build new solutions using cloud native technologies. As a Cloud Platform Engineer with software engineering and IT ops background, you will provide technical leadership and build out services for a specific set of business IT customers who will consume these services as they build high-demand applications utilising cloud technologies. You will be at the forefront of Cloud technologies with interactions with the full breadth of cloud services. Additionally, a lot of value is placed on security competence during these interactions.
- As a member of a team you will be tasked with assisting in establishing a market leading cloud competency and will have the opportunities to learn from other but will also be required to support those same team members even if they are in different roles.
What will make you successful in this role?
- Technical Expertise: Deep knowledge and experience working with AWS and Azure.
- Automation: Experience working with DevOps tools such as GitHub and creating CI/CD pipelines.
- Infrastructure as Code: Proficiency in building and managing infrastructure at scale using tools such as Terraform, CloudFormation, Pulumi, etc.
- Software Engineering: Working experience as a software engineer. Understanding of different software architecture patterns such as Microservices, Event-Driven Design, and others.
- Adaptability and Continuous Learning: Passionate about learning new skills and acquiring new certifications.
- Collaboration: The ability to work with others to achieve goals for self and for the team.
- Customer Mindset: Putting the customer first and focusing on deeply understanding customer needs.
Qualifactions and Experience
Qualifications:
- Matric Certificate
- A Valid Cloud Certification (Professional/Expert Level)
- Degree or Diploma in Computer Science or equivalent
Experience:
- At least 5 years’ experience in software engineering
- At least 3 years architecting and building cloud solutions
Working knowledge of:
- Software development languages (Java, Python, JavaScript)
- Software engineering design patterns
- Cloud native technologies (Serverless, Containers, etc)
- IaC tools (Terraform, Ansible, CloudFormation)
- Container Orchestration Platforms (Kubernetes, ECS)
- Networking fundmentals
- Security fundamentals
- Software architectures
Knowledge and Skills
- Incident and Problem Tracking
- Compliance
- Information Reporting
- Computer Installation
- Computer Operations Knowledge
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What will you do?
Job Purpose
- Join our forward-thinking team at Glacier, where innovation, collaboration, and excellence drive success. As Operations Manager, you will play a pivotal role in enhancing operational strategies, ensuring superior client service, and leading high-performing teams in a fast-paced, rewarding environment. This role offers the chance to influence Glacier’s strategic direction, grow your leadership skills, and make a tangible impact on the company’s success.
- Your mission will be to inspire and lead operational excellence. You will champion process improvements, manage key teams critical to client satisfaction, and ensure alignment with our business vision while fostering a culture of collaboration and innovation.
Key Outcomes
Team Management
- Drive a high-performance culture through mentorship and coaching of Support Managers.
- Lead the Administration team in achieving exceptional client service outcomes aligned with business goals.
- Foster cross-departmental collaboration to address and resolve challenges effectively.
Operational Efficiencies
- Spearhead process optimisations and best practices across Shared Services teams.
- Leverage competitor insights to ensure Glacier’s turnaround times and service levels remain industry-leading.
- Champion new technologies and systems to enhance operational outputs.
Client Services
- Serve as a trusted escalation point for critical service issues, delivering timely, empathetic resolutions.
- Build long-lasting relationships with intermediaries and stakeholders, emphasizing collaboration and mutual respect.
Responsible Teams
You will oversee and empower the following high-impact teams:
- Repurchases
- Claims
- Alterations
- Maintenance
Qualifications and Experience
- We’re looking for a seasoned leader with a proven track record in Financial Services and a passion for innovation. This role is ideal for someone eager to apply their expertise in the LISP industry while advancing in a high-growth environment.
- Relevant tertiary qualification (Commerce/Management Certificate/Degree/Diploma)
- Minimum 6 years’ proven people management experience within Financial Services Industry
- Minimum 4 years’ experience in the LISP industry
- Experience with process improvement methodologies
- Ability to develop and implement process controls to reduce risk to the business
- Strong analytical and problem-solving skills
- Strong interpersonal and client relationship skills
- Strong communication skills (both verbal and written)
- Proven ability to work independently and proactively
- Willingness to travel
- Excel proficiency at an intermediate level will be to your advantage
Competitive remuneration and benefits package.
Competencies
- Drive Client-Centric Solutions and Foster Innovation
- Lead Teams with Purpose and Inspire Excellence
- Analyze Complex Data to Make Informed Decisions
- Deliver Results in High-Pressure Environments
Attributes
- Adaptability in dynamic environments with competing priorities
- Proactive problem-solving with a focus on results
- Growth-driven leadership with an emphasis on accountability and innovation
What will make you successful in this role?
Qualification and Experience
- Diploma or Grade 12 with 6 to 8 years related experience.
Knowledge and Skills
- Support function management
- Operations Management
- Relationship Management
- Management of employees
Personal Attributes
- Optimises work processes - Contributing through others
- Builds effective teams - Contributing through others
- Decision quality - Contributing through others
- Directs work - Contributing through others
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The overall purpose of the role:
Key Responsibilities:
- To support the Client Relations Managers in the delivery of client service excellence.
- Preparation of new business documents, agenda packs, etc.
- Distribution of electronic benefit statements and updating share-point accordingly
- Actively behave in a manner required to establish, maintain, and advance business and stakeholder relationships.
- Establishes and develop relationships with internal and external stakeholders to maintain client satisfaction
Key Responsibilities (continues):
- Assist clients to meet their obligations in terms of Section 13A by working through monthly unconfirmed lists
- Provide support to clients on Client portal for all transactions (contributions, claims, statements and reporting
- Member app/web – actively promote members to make use of the app/web
- Preparation of meeting agendas and reports and follow-up of action items
- Effective handling and managing of telephone and email queries
- Perform to a high standard and be prepared to develop in the role
- Undertake additional training as required to fulfil the role
- Actively participate in internal forums, training, and social events
- Assistance with requests for additional telephone lines, laptops, etc. which must be processed via the internal SRS system
Qualification and Experience:
- Relevant tertiary financial/investment qualification
- Minimum of 5 years relevant experience in the Employee Benefits industry
- Good proficiency in Microsoft Office
- Needs to understand, write, and speak Afrikaans.
Knowledge and Skills:
- Knowledge of legislation applicable to the retirement fund industry
- Previous retirement fund experience will be advantageous.
- Certificate of Proficiency will be advantageous.
- Knowledge of internal workflow systems and Client Portal will be advantageous.
- Proficiency in MS Office (Word, Excel, and Outlook)
Personal Qualities:
- Flexible and Adaptable - Rebounding from setbacks and adversity when facing difficult situations.
- Courage - Stepping up to address difficult issues, saying what needs to be said.
- Manages Complexity - Demonstrated ability and proven record to make complex decisions.
- Ensures Accountability - Holding self and others accountable to meet commitments.
- Plans and Aligns - Planning and prioritizing work to meet commitments aligned to organizational goals.
Core Competencies:
- Cultivates Innovation by creating new and better ways for the organization to be successful.
- Client Focus - Building strong customer relationships and delivering customer-centric solutions.
- Drives Results - Consistently achieving results and meets deadlines, 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.
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What will you do?
- Be actively involved in the greater SI business to implement new processes to enhance output and ensure the smooth running of the day-to-day operations.
- Process monthly retail AUM and Flow data.
- Provide operational and data support to the Retail distribution team.
- Manage and organise the team intranet site.
- Manage relationships with Internal and External retail partners.
- Represent Retail Distribution in operational projects and forums.
- Ensure online retail channels are updated and contain information that is fit for client consumption.
- Facilitate the retail communication strategy, by managing retail distribution lists and obtaining data related to communications.
- Manage activities relating to the retail CRM system.
- Ad hoc query resolution.
What will make you successful in this role?
- Business degree with at least 5 years’ experience
- Minimum 5 years in depth retail operational experience
- Knowledge of retail products including CIS, ETF, Hedge Funds & Structured Products
- Computer literacy with proficiency in MS Office
Qualification and Experience
- Degree or Diploma with 4 to 5 years related experience
Method of Application
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