Jobs at Sanlam Group

What will you do?

         • Sell life insurance telephonically 
         • Achieve sales targets 
         • Adhere to Quality and Compliance processes to minimize business risk 
         • Maintain optimal operational efficiencies based on productivity measures 
         • Adapt and change to fit in with changing business operational requirements 
         • Sales objection handling 
         • Build and maintain good client relationships 
         • Keep abreast of developments and trends in the Industry – self learning 
         • Ensure commitment to the FAIS Fit & Proper qualification requirements 

What will make you successful in this role?

Qualification & experience :

• Grade 12 qualification 
• 2 years experience within a Sales Outbound Call Centre, selling long term insurance (with targets attached to the sales) 

Knowledge and skills :

• Good understanding of Financial Services Industry related legislation and regulation 
• Understanding of sales processes and servicing industry 
• Outbound Sales experience is required 
• Fluency in English and one other South African official language 
• A clear criminal and credit record 
• Commitment to the FAIS Act and meeting Fit & Proper qualification requirements 
• Willingness to work overtime in order to achieve targets. 
• Being fully computer literate. 

Personal qualities :

• Interpersonal 
• Planning and organizing 
• Building and maintaining relationships 
• Treating Customers Fairly 
• Initiative 
• Results Driven/Achievement orientated 
• Continuous learning 
• Tenacity 
• Objection handling skills 
• Team orientated 
• Ability to receive and implement feedback 

Qualification and Experience

• Grade 12 with 2 years related experience.

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What will you do?

The Architecture COE is seeking the services of an experienced D365 Solutions Architect to join our team. The ideal candidate will have significant experience in system analysis and solutions architecture with a strong background in D365, Power Platform components and Azure services.

What will make you successful in this role?

• Engage with business and technical stakeholders to develop a solution architecture that describes the complete set of components and interfaces that make up the solution, which in this context, will include D365 and Power Platform components and supporting Azure services.
• Define the solution architectural deliverables in cooperation with the subject matter experts across relevant enterprise architecture disciplines.
• Assist in the establishment and enforcement of related architectural governance and ensure alignment with the Enterprise Architecture frameworks.
• Ensure that best practices, standards, and guidelines as followed to ensure best solution and architecture design is implemented.
• Assist with research and development or prototyping of possible solutions that can optimize current or future solutions and applications.

Qualification

• Matric
• IT Diploma, Degree, or equivalent qualifications.
• Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate
• Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate
• Microsoft Certified: Power Platform Solution Architect Expert

Experience:

• 6-7 years’ experience in system analysis and solution architecture 
• D365 Customer Service, Sales, and Marketing
• Power Platform (PowerApps, Power Automate and Power BI)
• Azure Cloud Services
• experience in:
  • Planning and approaching solution architecture designs.
  • Implementation of SaaS (Software-as-a-Service) solutions in a corporate environment.

Knowledge and skills:

• Architectural frameworks, capabilities, disciplines, and knowledge about technologies
• Client or user experience, digital enablement, and client centric
• SDLC and agile practices 
• DevSecOps processes for Cloud Solutions
• Participation in Proofs of Concept, technical surveys, and application health assessments.
• Integration using REST Services, Event Streaming and ETL Processes.
• Data modelling. 
• Knowledge about security and have been exposed to projects that have a security impact.
• Basic knowledge and awareness of the POPI legislation and the impact thereof on projects
• Solution sizing and estimation.
• Knowledge to identify appropriate NFR’s (non-functional requirements) specific to the solutions.
• Good communication skills, networking skills, stakeholder engagement skills and having the ability to translate IT terminology in business terms

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What will you do?  

• Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries
• Developing existing markets
• Risk management
• New Business (quality)
• Training (administration and sales)
• Target and goal setting (brokers/SAI/self)
• Action and development plans for future
• Analysis of management reports
• Business relationship building
• Conservation/ pay point control
• Maintain and improve service standards 

Qualification & experience  

• Matric  
• A Marketing/ Management Diploma will be an advantage. 

Knowledge and skills  

• Driver's License (own transport is a must).
• 2 years marketing/sales experience or experience in a similar capacity. 
• Preference will be given to candidates from the financial services industry. 
• FAIS credits 
• RE1/5 would be advantageous  

Personal qualities  

• Self-motivated 
• Good interpersonal skills 
• Planning and organising  
• Ability to interact with people at all levels 
• Target driven 
• Attention to detail 
• Strong entrepreneurial skills 
• Ability to prioritise 
• Decisive and persuasive 
• Treating customers fairly 

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What will you do?

•  To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
•  To work in allocated key accounts and allocated markets.
•  To offer customer service to Sanlam clients.
•  To arrange appointments with potential customers within Key Accounts and Allocated Markets.
•  To update and inform customers and client public of our new products.
•  Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
•  Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
•  Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.
•  Responsible for reporting on activities daily, through using relevant technology platforms.
•  Collate data on activities to deliver on weekly and monthly reporting deadlines.
•  Work with Sales Manager to identify priority areas and to plan monthly activities accordingly

What will make you successful in this role?

QUALIFICATION:

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

KNOWLEDGE:

         • Sales tactics and approaches
         • Client service and engagement
         • Relevant Regulatory frameworks, policies, and standards
         • Sanlam insurance products (ideal)

Qualification and Experience

• Diploma with no experience or Grade 12 with 1 to 2 years related experience.