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...
Purpose of the Role
- To independently manage high-impact service and complaint cases by acting as a primary point of contact for escalated or specialised client needs, while identifying recurring issues and contributing to improvements in processes, controls, and customer journeys. Ensures positive customer interactions during the collections process. Supports Ombudsman investigations by coordinating customer information, responding to complaint queries, clarifying account activities, and assisting in resolving service-related concerns.
- To be responsible for all client contact (telephonic, e-mail and walk-in). This role offers the opportunity to start your career in financial services in a highly respected client services team. Talented graduates, with the determination to make a success of their career, will find this role as the ideal start to a professional career. This role is based in Cape Town.
Overview of Role Responsibilities (Level 1-13)
Customer Service- Level 4 - Process Expert
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Product/Service Information- Level 4 - Process Expert
- Provide advanced product/service information and respond to basic customer questions about the product/service.
Resolving Customer Issues- Level 4 - Process Expert
- Respond to basic issue escalations promptly and appropriately; provide managerial approvals as required. Ensures positive customer interactions during the collections process. Supports Ombudsman investigations by coordinating customer information, responding to complaint queries, clarifying account activities, and assisting in resolving service-related concerns.
Customer Relationship Management (CRM) Data- Level 4 - Process Expert
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Relationship Management / Account Management- Level 4 - Process Expert
- Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
The following outcomes will be expected to be achieved by the Client Service Consultant Communication Centre:
- Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
- Assisting clients with investment administration queries
- Providing investment and product information to IFA’s and investors
- Involved in ad-hoc client services projects
Required Skills
Masters Service Conversations - Intermediate
- Works at an intermediate level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works with guidance.
Navigates Customer Challenges - Intermediate
- Works at an intermediate level to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works with guidance.
Builds Customer Loyalty - Intermediate
- Works at an intermediate level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works with guidance.
Strengthens Customer Connections - Intermediate
- Works at an intermediate level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works with guidance.
Customer Service Delivery - Intermediate
- Works at an intermediate level to deliver required services to customers to the required standards. Typically works with guidance.
Maintains the Relationship - Intermediate
- Works at an intermediate level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works with guidance.
- Positive, enthusiastic attitude
- Teamwork
- Ability to thrive under pressure
- Honesty, integrity and respect
- Ability to adapt to change
General Experience
- Sound experience and understanding of straightforward procedures or systems (Minimum 1 year)
- Matric / Grade 12 including Pure Mathematics
- A relevant financial degree / qualification
- 1 year experience in finance or investment industry advantageous
- Exceptional communication skills in English – Written and Verbal
Education
- Undergraduate Degree / Honours Tertiary Degree
Required Behavioural Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Manages Complexity
- Ensures Accountability
- Interpersonal Savvy
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Purpose of the Role
- To provide strategic leadership for business development across a business unit or market, shaping growth roadmaps, prioritising investment, and building partnerships that expand the organisation's reach and relevance.
- The Head of Business Development is responsible for driving strategic growth, market penetration, and distribution across the Western Cape, Eastern Cape, and KwaZulu-Natal regions. The role requires extensive knowledge of the investment platform (LISP) environment, investment administration service providers, and a broad solution set encompassing local and offshore investment products.
- The incumbent will lead business development initiatives that promote integrated wealth and investment solutions, including discretionary and platform-based offerings such as Glacier Invest. Internally, the incumbent will provide visible leadership by aligning regional teams and cross-functional stakeholders around strategic priorities and strengthening a high-performance, client-centric culture.
- Externally, the incumbent will represent the organisation credibly with intermediaries, advisers, distribution and industry partners, and other key market stakeholders to achieve sustainable business growth.
Qualifications and Experience
- Degree in Commerce/Business (MBA or equivalent will be advantageous)
- Post graduate degree preferably CFP 3 (Honours degree) will be to your advantage
- 10 years of experience in asset management, DFM, Onshore and Offshore, Personal tax, Investment Advice, and management of professionals at senior level.
Overview of Role Responsibilities (Level 1-13)
Leadership and Direction- Level 8 - Innovation
- Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
Business Development- Level 8 - Innovation
- Participate in formulating the strategy and identifying, evaluating, and structuring key transactions to ensure continued financial health and maximum value creation through the entire product life cycle. Transactions may involve alliances, collaborations, mergers and acquisitions, in- and out-licensing initiatives, and other activities.Â
Sales Opportunities Creation- Level 8 - Innovation
- Develop a personal network of senior managers within the business sector and represent the organization at business sector events. Obtain market intelligence, promote the organization, and enhance its reputation.
Customer Relationship Development / Prospecting- Level 8 - Innovation
- Develop and implement a relationship management plan for strategic, complex potential accounts to build key relationships at local and national levels. Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues.
Performance Management- Level 8 - Innovation
- Manage and report on performance within the department or area of responsibility; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.
Organizational Capability Building- Level 8 - Innovation
- Evaluate the capabilities of staff within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility. Coach and mentor others to support the development of the organization's talent pool.
Required Skills
Line of Business (LOB) Products, Services and Acumen - Expert
- Operates as a recognized expert to demonstrate a comprehensive understanding of the line of business, including its operating model, clients, products, services, competitive landscape, regulatory context, market trends, economic conditions, and other risk factors. Typically known as a subject matter authority.
Builds Rapport - Advanced
- Works at an advanced level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works independently and provides guidance.
Initiates Compelling Sales Conversations - Expert
- Operates as a recognized expert to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically known as a subject matter authority.
Knows the Buying Influences - Expert
- Operates as a recognized expert to accurately identify and understand the key buying influences pertaining to an opportunity. Typically known as a subject matter authority.
Manages Buyer Indifference - Advanced
- Works at an advanced level to acknowledge a client's indifference before continuing the sales call and asks questions to understand the circumstances surrounding the indifference. Typically works independently and provides guidance.
Prospecting - Advanced
- Works at an advanced level to understand the characteristics of an ideal client to identify potential clients. Typically works independently and provides guidance.
General Experience
- Wide and deep experience providing expert competence (Minimum 10 years)
Managerial Experience
- Experience of planning, managing and organizing resources within short / medium timescales within the overall policy framework. (Minimum 8 years)
Education
- Postgraduate Qualification
Required Behavioural Competencies
- Instils Trust
- Manages Complexity
- Drives Results
- Cultivates Innovation
- Builds Effective Teams
- Drives Engagement
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Purpose of the Role
- The main function of the Training Practitioner is to ensure staff are functionally trained and competent to execute the work coming into the team. The Training Practitioner is responsible for the updating of all training material, Check Lists and Guide Forms, as well the execution of Quality evaluations, where applicable. The Team Manager is ultimately accountable for the sustainability, service ability, quality, back-ups and succession planning for the team while the Training Practitioner supports with the planning and execution of actions to attain these goals. The main tool for managing knowledge in the REMS team is the Compass and the Training Practitioner is accountable for the regular updating and data mining of Compass.
Overview of Role Responsibilities
- Success in this role requires the ability to design, implement, and deliver effective learning solutions that are closely aligned to business strategy and operational needs. A strong focus on learner engagement, continuous improvement, and performance outcomes will be key.
- Implement training strategy and plans and align with business strategy.
- Consulting with stakeholders to identify learning and development needs.
- Administering the Workplace Skills Plan and coordinating external training interventions where required.
- Designing and developing engaging learning content, including classroom-based, virtual, and onlinecourses.
- Developing training and support materials that are practical, relevant, and learner focused.
- Designing and implementing pre-and post-learning assessments to measure learning effectiveness andknowledge transfer.
- Applying flexible and agile learning approaches to ensure effective learning journeys and continuousupskilling.
- Facilitating new starter onboarding programmes as well as continuous upskilling initiatives for existingemployees.
- Planning, organising, and clearly communicating learning events and interventions.
- Preparing for learning interventions through content review, research, and side-by-side job shadowing.
- Using a variety of facilitation methods and learning activities to maximise learner engagement in bothclassroom and virtual environments.
- Providing ongoing support during and after training interventions to reinforce learning and drive applicationin the workplace.
- Coaching, developing, and mentoring learners to build competence and confidence.
- Collaborating with Team leaders ,Team Managers, and other stakeholders to ensure the effectiveness oflearning interventions and continuous improvement of learning journeys.
- Conducting quality checks on work outputs to assess proficiency levels and identify skill or training gaps.
- Evaluating learner performance and providing constructive, actionable feedback.
- Maintaining accurate training records, including attendance registers, learning material, assessments, andfeedback reports.
- Monitoring training effectiveness and using insights to refine and enhance learning solutions.
- Innovative training methods, including digital, remote, and technology-enabled learning
- Adoption of new technologies to improve training effectiveness and future readiness.
- By combining strong facilitation skills, structured learning design, effective stakeholder collaboration, and a data-driven approach to performance and quality assurance, you will contribute directly to the development of skilled, capable, and high-performing consultants.
Qualification and Experience
- Matric
- Relevant training related qualification would be advantageous, ( such as ETDP Accreditation (Train-the-Trainer, Assessor, Moderator, Verifier)
- 3-5 years relevant REMS and Sanlam experience
Knowledge and Skills
- Facilitation/ presentation of training
- Training Assessments and feedback/ reporting
- Training material/content development and updating
- Training Queries, ad-hoc support and projects
- Knowledge of team/sector structure in REMS and business units
- Knowledge of work/sector terminology in REMS
- Good knowledge of operations and processes in REMS , SLS and Sanlam
- Knowledge of Legacy Platform and Sanlam Life Legacy products (minimum of 2 years’ experience)
- Knowledge of Epsilon Platform and Stratus Policy products (minimum of 2 years’ experience)
- Commission rules on Sanlam Life products Knowledge of legislation pertaining to the insurance industry,labour and tax.
- Knowledge of operations / processes in REMS teams
- MS: Office (Excel, Word, PP, Outlook)
Core Competencies
- Success in this role is underpinned by a strong combination of collaborative behaviours, adaptability, innovation, and results orientation, supported by solid analytical, facilitation, and communication skills.
- Collaboration and Influence
- Flexibility,
- Resilience
- Adaptability
- Innovation
- Continuous Improvement
- Customer Focus
- Results Orientation
Required Behavioural Competencies
- Ensures Accountability
- Plans and Aligns
- Manages Complexity
- Communicates Effectively
- Business Insight
- Decision Quality
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ABOUT THE ROLE
- Assume the overall responsibility for growth and profitability of Crop Insurance in the designated area, keeping and expanding contact with the clients, in line with Santam and Broker objectives. Provide technical support and assessments and deliver a high-quality service and support to the client base.
RESPONSIBILITIES
Portfolio Growth
- Identify new potential clients/intermediaries. Identify competitors and gather market intelligence.
- Provide input into the broker business by sharing analysis, compile and manage intermediary clients’ prospect list.
- Preparing and delivering quotes (direct and through intermediary).
- Identify and facilitate opportunities to be part of industry forums and events
- Senior relationship manager also assists regional manager on regional level.
- Detailed explanations regarding changes with respect to terms
- Grow the portfolio through direct sales and through intermediaries.
Area Management
- Execute relationship management with intermediaries and clients.
- Attend/handle meetings with intermediaries to discuss performance statistics and growth.
- Understand the business opportunities in the area and client segmentation.
- Attend to ad hoc queries and resolution of issues from intermediaries and clients.
- Promote Santam through marketing activities to intermediaries, clients and the community.
Portfolio Management
- Assist in developing the sales strategy for the area and/or the region.
- Identify intermediary training needs.
- Manage realised rate levels according to minimum and target rates.
- Identify cross and up-selling opportunities.
- Monitoring crop profitability
Business Planning
- Contribute/participate/prepare area reports and presentations (can be regional as well as at a senior level).
- Assist/drive profitability by improved cost managements (commission, management expenses, assessment cost).
- Assist in/produce analysis of existing clients and segments.
- Provide input to marketing ideas.
- Identify opportunities to market the brand. Events budget, invite the intermediaries and participate.
- Analyse of existing clients and segments
Distribution Channel Management
- Advise intermediary on appropriate channel selection.
- Take ownership and manage channel solution implementation at intermediary level.
- Manage sales function, quotes (large quotes), channel conflict or under quoting, NQR etc.
Loss Assessments
- Performing assessments.
- Manage part-time assessors.
- Train assessors in collaboration with technical insurance services.
- Performing control/inspection assessments and re-assessments where complaints are logged on assessments.
Technical Support
- Training assessors in the correct assessment of the crops cultivated in the designated area (districts).
- Receive and manage all Damage Reports from brokers after insured loss reports.
- Conduct insurance assessments, especially specialized assessments, personally.
- Managing the assessor corps after a hail event to assess the damages to crops.
- Inspections on a random basis to ensure a high level of accuracy of assessments performed.
RESPONSIBILITIES
Claims Resolution
- Conducting claims estimates on allocated business/portfolio.
- Facilitate resolution of queries at any point of claim by understanding end-to-end claims process (registration, assessment, settlement, repudiation, dispute handling etc.).
- Interpret policy wordings against claim situations.
- Analyse and report on claims drivers affecting portfolio growth and profit, such as frequency, average cost per claim (acpc), severity etc.
- Manage ex gratia requests by assessing merits (loss against policy cover, policy and intermediary history) and create business cases for management consideration.
- Maintain close network relationships with claims handlers, assessors etc.
Internal Networking
- Build relationships with business and insurance support, facilitate the resolution of queries and issues with claims.
- Contract and monitor service levels with support units.
- Build effective working relationships with RM, RU, assessors and advisors.
- Attend and participate in quarterly distribution planning meetings.
- Manage escalations, exceptions and service interruptions in the different channels.
Crops
- Understand the climatic needs for each crop, as well as the genetic differences between cultivars.
- Able to distinguish the problems regarding weeds, diseases, nutrition, insects etc.
Farming methods
- Understand the need for, and the effective use of equipment and machinery.
QUALIFICATIONS & EXPERIENCE
Qualifications
- Grade 12
- H Dip degree in Agriculture (preferably with horticulture as a subject)
- FAIS compliance
- Commercial and Personal Lines and RE a preference
- Driver’s licence
Experience
- 2 – 3 years’ specialised crop experience is essential
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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
Personal Attributes
- Business insight - Contributing independently
- Decision quality - Contributing independently
- Builds effective teams - Contributing independently
- Plans and aligns - Contributing independently
Build a successful career with us
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently
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
Personal Attributes
- Business insight - Contributing independently
- Decision quality - Contributing independently
- Builds effective teams - Contributing independently
- Plans and aligns - Contributing independently
Build a successful career with us
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently
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
Personal Attributes
- Business insight - Contributing independently
- Decision quality - Contributing independently
- Builds effective teams - Contributing independently
- Plans and aligns - Contributing independently
Build a successful career with us
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently
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
Personal Attributes
- Business insight - Contributing independently
- Decision quality - Contributing independently
- Builds effective teams - Contributing independently
- Plans and aligns - Contributing independently
Build a successful career with us
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently
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
Personal Attributes
- Business insight - Contributing independently
- Decision quality - Contributing independently
- Builds effective teams - Contributing independently
- Plans and aligns - Contributing independently
Build a successful career with us
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently
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
Personal Attributes
- Business insight - Contributing independently
- Decision quality - Contributing independently
- Builds effective teams - Contributing independently
- Plans and aligns - Contributing independently
Build a successful career with us
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently
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
Personal Attributes
- Business insight - Contributing independently
- Decision quality - Contributing independently
- Builds effective teams - Contributing independently
- Plans and aligns - Contributing independently
Build a successful career with us
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently
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
Personal Attributes
- Business insight - Contributing independently
- Decision quality - Contributing independently
- Builds effective teams - Contributing independently
- Plans and aligns - Contributing independently
Build a successful career with us
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently
Method of Application
Use the link(s) below to apply on company website.
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