Jobs at Sanlam Group

What will you do?

• This is a centralised role which supports management in the execution of their responsibilities around Anti-Money Laundering, Counter Terrorist Financing, Counter Proliferation Financing and Sanctions (collectively referred to as “AML”), which includes the Sanlam Group AML standards.

What will make you successful in this role?

• Assist in developing and implementing the AML strategy for SLS & SFT.
• AML subject matter expert, providing guidance and support to businesses relating to AML legislation and regulations and developments.
• Ensure all AML gaps (highlighted by assurance providers and/or regulators) are remediated within specific timelines.
• Ensure consistent application of the Sanlam Group AML standards .
• Collaborate with the Sanlam Group Legal, Compliance and Financial Crime Office on AML issues.
• Oversee support to businesses on maintenance and execution of the various Risk Management and Compliance Programmes (RMCPs).
• Oversee the effectiveness tasting and enhancements of automated transaction monitoring systems, where applicable in SLS & SFT.
• Maintaining strategic relationships with key stakeholders within SLS & SFT and regulators.
• Responsible for leadership of a team of AML specialists.
• Promote continuous learning of AML best practices and methodologies with internal stakeholders.
• Identify opportunities for process enhancements and controls for AML and sanctions related prevention and detection.

Qualification and Experience

• A legal or commercial degree 
• The professional designation AMLCPrac or ACAMS would be advantageous
• 5-10 years financial services experience, of which at least 3 years must have been in a management role. 

Knowledge and Skills

• A thorough understanding and knowledge of the financial services industry, especially insurance and/or asset management and/or banking.
• A thorough understanding and knowledge of industry best practices around AML risk-based approaches, AML processes and screening solutions. 
• A thorough understanding and knowledge of the core AML legislative and regulatory requirements and standards impacting on the various businesses, e.g. Financial Intelligence Centre Act, FATF Standards. 
• Decision making skills.
• Technical professional skills
• Report writing skills.
• Good communication and presentation skills

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What will you do?

• The Sanlam Retail Affluent business (SRA) is a business that is part of Sanlam Life and Savings.  SRA is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms. Business Shared Services is the customer facing business unit within SRA. 

As we Live in Confidence™ we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
 

What will make you successful in this role?

Job Purpose:

• Execute training strategy (Plans) for Business Shared Services. With the Head, plan, and action the realised training plans. Responsibilities include identifying (in collaboration with Quality and business management) the business unit’s training needs and developing programmes to meet these requirements. Ensures training plans (curriculum) are implemented.  Ensure that training interventions/programmes are of the required standard. Responsible for output and results of training interventions. Co-ordinates and manages the activities of training facilitators.

Output/Core Tasks:

• Manage training delivery.
• Learning Needs Analysis
• Manage the execution of the Learning Facilitators.
• Learning Delivery and Evaluation.
• Manage the people practices and performance statistics and reports of your department.
• Actively be responsible for the coaching, training and development of facilitators, developers, and curators.
• Assist and provide support to team members regarding complex learning needs.
• Ensures Service Level Agreements and Key Performance Areas are continually reviewed and expectations are met with optimum levels of quality and service delivery.
• Work closely with the Quality team to ensure the most effective development and learning is achieved.
• Review management information and make suggestions, recommendations to improve L&D processes. 
• Learning development, research, and benchmarking.

Role Requirements:

Qualifications:

• Relevant business degree/diploma or industry related qualification 

Knowledge and Experience: 

• Must have insurance or call centre industry knowledge and an understanding of: 
• Life Assurance environment
• Call Centre and Client Services business
• Financial Service experience is essential
• Experience in managing personnel within a call centre environment would be an advantage

Competencies:

• Ability to function under immense pressure
• Good conflict management skills 
• Be innovative 
• Ability to develop and empower others
• Teamwork
• Good communication 
• Decision making skills
• Client service orientation
• Objective setting and control
• Self confidence 
• Ability to use internal networks to solve client problems
• Ability to operate independently
• Be proficient in working with technology – computers, telephone systems and software applications 

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What will you do?

• Entry point for representatives in a company.  Represents and sells the company's goods and/or services by visiting companies and obtaining orders.  Promotes sales by introducing the products with use of presentation/display techniques.  Keeps immediate superior informed of competitor action and customer status.  Is expected to achieve pre-set sales targets.

What will make you successful in this role?

Qualification and Experience

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

Knowledge and Skills

• New business processing
• Existing business processing
• Appointment preparation
• Client appointments and liaison
• Partnership Building

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What will you do?

• The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

What will make you successful in this role?
 Assist in growing the Sanlam Adviser Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
• Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
• Undertake relevant behaviours to attain targets relating to:
• Revenue generation (Single and recurring premiums)
• Activity quotas
• Promote the Sanlam brand
• Treating customers fairly to be applied to all client engagements
• Role is aligned to your personal career aspirations

Networking, prospecting and leads generation

• Face to face interactions, social or business, to create business opportunities.
• Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
• Turning trusted relationships into business relationships.
• Strengthening existing relationships by increasing the current service.
• Use existing sources to establish opportunities across Sanlam businesses.
• Personalised client value propositions.
• Marketing on social media.
• Undertake selected client focused activities to generate leads and informal prospecting opportunities.
• Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
• Structuring and implementing focused campaigns with new or existing clients in the defined market.
• Requesting active and ongoing leads and referrals from others.
• Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

Client consultations and sales

• Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
• Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
• Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review client’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

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What will you do?

Responsibilities:

Loan application assistance:

• Guide and support clients through the digital self-assisted loan application process, ensuring all necessary documentation is completed accurately and efficiently.

Credit report Support

• Assist clients in registering for their credit report and explain the contents clearly.
• Offer insights on improving credit scores and maintain good credit health.

Client relationship management

• Build & maintain strong, long-term relationships with clients through exceptional service and follow-ups
• Foster a collaborative and learning-focused environment within the team.

Sales Target achievement

• Meet or exceed monthly and quarterly sales targets by proactively identifying and pursuing new business opportunities.
• Develop and implement strategies to increase sales and client acquisition.
• Follow up and retention
• Ensure customer satisfaction & retention, including post loan approval check ins.
• Cross- selling
• Identify opportunities to cross sell or refer other financial products and services.
• Compliance & Risk Management
• Monitor and mitigate potential risks associated with loan applications and approvals

Qualification and Experience

• Sound experience and understanding of the working and value drivers of credit products
• Two to three years in a credit related environment

What will make you successful in this role?

• This role requires strong interpersonal skills, a deep understanding of credit products and the ability to meet and exceed sales goals.
• Communication and Influence: Strong communication skills, capable of influencing others and effectively conveying technical visions.
• Continuous Learning: A commitment to ongoing personal and professional development, staying abreast of new credit methodologies.
• Sound experience and understanding of the working and value drivers of credit products
• Two to three years  in a  credit related environment

Knowledge and Skills

• Processing transactions and conduct simple calculations
• Record keeping, filing and maintenance of databases
• Maintain work standards and quality verification
• Collating information for reporting
• Customer Service