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  • Posted: Jun 24, 2024
    Deadline: Not specified
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  • 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...
    Read more about this company

     

    Financial Planner: Evagor MOB (new)

    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 client’s 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’s 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.
    • Knowledge and Skills
    • Financial advice and support
    • Production target achievement and budgeting
    • Compliance and risk management
    • Client relationship management
    • Financial planning and recommendations

    Personal Attributes

    • Communicates effectively - Contributing independently
    • Tech savvy - Contributing independently
    • Action orientated - Contributing independently
    • Interpersonal savvy - Contributing independently
    • Persuades - Contributing independently

    Core Competencies

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

    go to method of application »

    Financial Planner: Berghshire MOB (new)

    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 client’s 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’s 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.
    • Knowledge and Skills
    • Financial advice and support
    • Production target achievement and budgeting
    • Compliance and risk management
    • Client relationship management
    • Financial planning and recommendations

    Personal Attributes

    • Communicates effectively - Contributing independently
    • Tech savvy - Contributing independently
    • Action orientated - Contributing independently
    • Interpersonal savvy - Contributing independently
    • Persuades - Contributing independently

    Core Competencies

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

    go to method of application »

    Sanlam Financial Adviser: Provisory MOB

    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 client’s 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’s 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.
    • Knowledge and Skills
    • Financial advice and support
    • Production target achievement and budgeting
    • Compliance and risk management
    • Client relationship management
    • Financial planning and recommendations

    Personal Attributes

    • Communicates effectively - Contributing independently
    • Tech savvy - Contributing independently
    • Action orientated - Contributing independently
    • Interpersonal savvy - Contributing independently
    • Persuades - Contributing independently

    Core Competencies

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

    go to method of application »

    Client Services Consultant: Glacier International

    Job Purpose

    • The Client Services Consultant: GIacier International will be responsible for contributing to the high standard of quality of all processes within the Glacier International Client Services team which includes the client take on process, maintenance of investment plans, client contact (email/ telephone) as well as managing all tasks related to our third party providers. 

    Key Outcomes
    The following outcomes will be expected to be achieved by the Client Services Consultant (GI): 

    Verifying of Instructions received from various stakeholders

    • To update client instructions into the administration system and ensuring the constant update of the workflow system
    • To ensure that all client instructions received comply with Business Rules and Bermudian legal regulations
    • To assist in preventing fraud and money laundering by adhering to Bermudian legal and business requirements
    • To perform risk ratings and due diligence on all clients, including Offshore Trusts and companies.
    • To liaise with the relevant role players e.g. intermediaries/ clients/broker consultants and obtain any outstanding information/ documentation or to clarify instructions received
    • To liaise with Offshore administrators to ensure that all the client’ instructions are finalised
    • To co-ordinate the new business account opening procedures with the administrator and offshore stockbrokers
    • To attend queries related to investments in the Glacier International product set

    Reporting

    • Ensure that you report suspicious activities timeously to the relevant Departments
    • Reporting of service failures to the relevant Senior Consultant and then escalated to Client Services Manager.

    Protecting the Glacier Brand and building relationships 

    • Play a key role in fostering positive client relationships and the retention of clients
    • Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency
    • Active participation in the business’s continuous improvement by identifying and proposing solutions to process and service-related failures  

    Qualifications and experience

    • Matric/ Grade 12  
    • 1 to 2 years’ experience in the Offshore Investments environment is essential
    • A tertiary qualification will be an advantage
    • Proven track record in providing excellent client service
    • Excel intermediate level 
    • Strong verbal and written communication skills (English)

     
    Competencies

    • Being Resilient
    • Drives Results
    • Cultivates Innovation
    • Collaborates
    • Client Focus
    • Attention to Detail
    • Accuracy
    • Flexibility (overtime)
    • Ownership
    • Decision making and accountability  

    Attributes

    • Positive, can do attitude 
    • Self-motivated
    • Honesty, integrity and respect
    • Ability to perform under pressure and adapt to change
    • Resilience and Tenacity
    • Assertive and confident
    • Ability to co-operate and thrive both within an independent and team environment

    go to method of application »

    Sales Manager - Burgersfort

    What will you do?   

    • Activity management of representatives.  
    • Prospecting for Representatives.  
    • Production management daily concentrating on quality and quantity.  
    • Conducting training - theoretical and practical in field.  
    • Facility liaison.  
    • New facility identification. 

     Qualification and experience   

    • Grade 12 
    • Meet the qualification requirements in line with their DOFA:  
    • Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications. 
    • Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.  
    • It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category, the manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment. 
    • RE 5 required from date of appointment.

    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 COB. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained COB prior to appointment. If a potential candidate has not completed COB, they are still deemed to be under supervision and cannot be appointed as a Sales Manager. 

    Knowledge and skills   

    • At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions). 
    • A minimum of one year management experience.    
    • Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met.

      

    Personal qualities   

    • Good leadership skills. 
    • Entrepreneurial with good business acumen. 
    • Strong action orientation. 
    • Good written and verbal communication skills.
    • Ability to make decisions.
    • Initiative and innovativeness. 
    • Planning and organizing.
    • Achievement orientation.
    • Negotiation skills.  
    • Coaching and enabling skills.  

    go to method of application »

    Financial Planner TT Mbha

    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’s 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 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.

    Knowledge and Skills

    • Financial advice and support
    • Production target achievement and budgeting
    • Compliance and risk management
    • Client relationship management
    • Financial planning and recommendations

    Personal Attributes

    • Communicates effectively - Contributing independently
    • Tech savvy - Contributing independently
    • Action orientated - Contributing independently
    • Interpersonal savvy - Contributing independently
    • Persuades - Contributing independently

    Core Competencies

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

    go to method of application »

    Broker Consultant: SanlamConnect: East Coast: Umhlanga

    What will you do?

    • The financial service industry is the place to be for an ambitious professional!  
    • Third party marketing brings big opportunities, big rewards 

     

    • Broker Consultant: SanlamConnect East Coast Region is the distinctive hub of our business, central to driving investor flows and keeping our brand and national footprint as strong as it is. We are a dynamic, innovative and high-performance distribution channel, committed to the value of independent intermediated advice and to long-term relationships between brokers and their clients. 
    • As an integral part of SanlamConnect East Coast Region, your primary focus will be to work with Brokers being the interface between themselves and SanlamConnect East Coast Region to reach business objectives in a dynamic, innovative and high performance business. 

    Output/Core Tasks: 
    Your success will come from: 

    • Promoting and marketing the company products 
    • Building strong relationships with brokers 
    • Providing efficient service 
    • Meeting and exceeding your targets 
    • Supporting brokers in their practices and assist them to grow their businesses. 

    What is in it for you? 

    • Unique remuneration structure that will see you well rewarded for your success 
    • Get to manage your own income 
    • Work with visionaries in the industry who value entrepreneurship and creativity 
    • Represent one of the top well-respected South African companies 
    • Be invested in and grow your talents 

    What will make you successful in this role?
    Qualification and Experience  

    • Completed Business/Commerce/Marketing degree 
    • Preferably Post graduate diploma in Financial Planning/RFP3/Wealth/Management 3 
    • At least 1 year in the financial industry working with independent brokers 
    • Goal and target motivated 
    • Sales and marketing orientation 
    • Natural relationship-builder  

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

    • The financial services industry, specifically in life insurance 
    • Marketing principles and sales skills in order to meet your targets 
    • Experience in third-party marketing 
    • Relevant regulatory legislation and compliance knowledge 

    Personal Qualities  

    • Cultivates innovation 
    • Client centricity 
    • Results-driven 
    • Collaboration 
    • Flexibility and adaptability 
    • Technical and Professional Knowledge 
    • Entrepreneurship 
    • Treating customers fairly (TCF) 
    • Decision-making 
    • Continuous learning 
    • Gaining commitment 
    • Work standards 
    • Adaptability  
    • Tenacity 
    • Initiative 
    • Impact  

     

    go to method of application »

    Business Communication Writer

    What will you do?

    • Responsible for a combination of sales and customer service, both pro-active and re-active. Duties include cross-selling to clients as well as nurturing the client relationship. A knowledge/background of credit, finance would be advantageous in the job. Good interpersonal skills are essential for the success of this position.

    What will make you successful in this role?

    Job purpose 

    • This role is a specialised role that offers the opportunity to join a highly respected client services team.  If you want to combine your specialist writing skills, your strong product knowledge and strength to work with numbers and data, then this role is ideal for you.  You will become a member of our team that plans, drafts and distributes quality client-facing documentation in line with the agreed practices in the Business Communication team.  This includes the compilation and writing of new client facing documentation in line with product rules, processes, regulations and TCF guidelines, such as plain language.  The role includes the writing of ad hoc client facing letters with the support of mail merge tools, quality data management and testing of batch generated letters and statements.    

    Key outcomes 

    The following outcomes will be expected to be achieved for this specialised role:

         •    Do the day-to-day management & distribution of Glacier’s electronic communication to clients and intermediaries 
         •    To take verbal briefs and synthesize it into clear, easy to understand communication & documentation
         •    Create new documents such as policy contracts and member guides from scratch in a team environment and apply specialised process, product and regulatory knowledge
         •    Ensure a quality, consistent and holistic approach to documentation changes by applying systems, process knowledge and regulatory requirements such as plain language (TCF) 
         •    To research and keep abreast with communication techniques and apply it
         •    Prioritise and deliver on various projects at the same time
         •    Influence the outcome of documents in projects considering client experience to ensure quality communication design
         •    Proofread, translate and edit documents as required by the business
         •    Responsible for user acceptance testing and providing input in compiling testing matrixes
         •    Responsible for input into and sign-off of client statements after UAT
         •    Do quality assurance on team members’ work & coach for improvement

    Qualifications and experience

        •    Matric / Grade 12
        •    A relevant financial degree or degree in document design or communication 
        •    At least 3 years’ experience in a Lisp or Life Insurance environment where the drafting of documents and project involvement was required

    The following will be to your advantage:

        •    Excel & MS Word skills 
        •    Creative writing skills
         •    Specialist knowledge in Lisp or Life insurance product range & processes

    Competencies

         •    Exceptional communication skills, written and verbal, in Afrikaans and English
         •    Ability to write in plain language
         •    In-depth knowledge of financial services and investment products 
         •    Excellent planning, prioritising and organisational skills
         •    High attention to detail, analytical thinking and problem-solving skills
         •    Exceptional Client Service Orientation
         •    Relationship building skills – ability to communicate on all levels
         •    Ability to work under pressure and deliver on deadlines

    Attributes

         •  Positive, enthusiastic attitude 
         •  Honesty, integrity and respect
         •  Ability to co-operate and thrive both within an independent and team environment

    Qualification and Experience

    • Grade 12 with 4 to 5 years related experience.

    Knowledge and Skills

    • Financial advice and support
    • Assist with production target achievement
    • Compliance
    • Partnership and network building

    Personal Attributes

    • Business insight - Contributing independently
    • Communicates effectively - Contributing independently
    • Action orientated - Contributing independently
    • Plans and aligns - Contributing independently

    go to method of application »

    Content Marketing Lead

    What will you do?

    • Lead and inspire our content team to develop and grow our in-house capability.
    • Define and develop the content strategy that serves our in-house performance marketing and creative teams, but also the group’s ambitious goals.
    • Build process and ways of working that ensures the team can deliver high-quality work timeously, efficiently, and according to brief.
    • Coordinate with creative, performance, and other teams to ensure that all project requirements are understood and met.
    • Work closely with various teams to solve their content needs like client growth, reuseable and dynamic content (both visual and written content) based on client needs and enabling upsell of Sanlam products across business units.
    • Monitor the performance of our content and use data and analytics to continuously optimise our content strategy and drive better results.
    • Exercising high degree of autonomy in the delivery of all responsibilities.
    • Has a knack for tapping into audience insights to deliver engaging content that aims to change behavior

    Qualification

    • Bachelor’s degree in Marketing, Communications, or related field
    • Experience and Skills
    • 8+ years of experience in a marketing, branding, content role, digital start up is a plus
    • You have agency experience or have worked in a digital startup.
    • You have experience working with internal teams, external agencies and multiple business units.
    • Strong foundation in content-driven marketing
    • You have led content marketing teams
    • Ability to multitask and prioritise effectively in an ever-changing environment
    • Proficiency in content management systems (CMS) and analytics tools.
    • You have agency experience or have worked in a digital startup.
    • You have experience working with internal teams, external agencies and multiple business units.
    • You can roll with change as our business grows bigger and better.

    What will make you successful in this role?

    • Strong foundation in content-driven marketing
    • You have led content marketing teams
    • Strong organisational and time management skills
    • Ability to multitask and prioritise effectively in an ever-changing environment
    • You can roll with change as our business grows bigger and better.

    Knowledge and Skills

    • Strategic leadership and engagement
    • Create Communication Strategy/plan (both internal and external)
    • Execute Communication Strategy/plan
    • Content generation, editing and copywriting
    • Assists in budgeting, expense management of communications budget

    Personal Attributes

    • Communicates effectively - Contributing through others
    • Manages complexity - Contributing through others
    • Plans and aligns - Contributing through others
    • Business insight - Contributing through others

    go to method of application »

    Traffic Manager

    What will you do?

    • Create and maintain project schedules, ensuring that deadlines are met
    • Coordinate with creative, performance, and other teams to ensure that all project requirements are understood and met
    • Monitor the progress of projects and identify potential bottlenecks or delays
    • Allocate resources effectively to ensure that projects are completed efficiently
    • Communicate regularly with team members to provide updates on project status and deadlines
    • Resolve any conflicts or issues that may arise during the course of a project
    • Ensure that all work complies with company standards and guidelines
    • Keep abreast of industry trends and best practices to continuously improve processes and workflows

    Qualification

    • Bachelor's degree in Marketing, Communications or related field

    Experience

    • 3-5 years of proven experience as a Traffic Manager or similar role
    • Experience in account management and Project management
    • Strong organisational and time management skills
    • Proficiency in project management software and tools
    • Must have agency experience
    • Must have experience working with internal teams, external agencies and business units
    • Excellent communication and interpersonal abilities
    • Knowledge of creative processes and workflows
    • Familiarity with marketing and advertising concepts

    What will make you successful in this role?

    • Ability to multitask and prioritise effectively in an ever-changing environment
    • Knowledge of creative processes and workflows
    • Attention to detail and problem-solving skills 
    • Can roll with change as our business grows bigger and better

    Knowledge and Skills

    • Develop and manage media strategy and campaigns
    • Studies client requirements to align media strategy and campaigns
    • Negotiates for best media space
    • Monitors media placements
    • Budgeting, expense management of media budget

    Personal Attributes

    • Persuades - Contributing through others
    • Manages complexity - Contributing through others
    • Plans and aligns - Contributing through others
    • Business insight - Contributing through others

    Method of Application

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