Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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What will you do?
Recruitment and Onboarding
- Proof reading and completing job requisitions on myWorkSpace
- Work closely with Talent Acquisition team on all recruitment
- Conduct and facilitate interviews
- Obtain approval for special contractual arrangements
- Compile motivations for special contractual arrangements
- Complete and issue manual dummy payslip and letter of appointment
- Perform on-boarding of new employees via myWorkSpace (SAP Success Factors)
- Facilitate on-boarding plan with line manager within the SIG employee experience framework
- Follow up on queries with payroll relating to new staff
- Ensure that all new employees’ outstanding documents are submitted to payroll within one month post the start date
- Manage end to end process of internal staff transfers and secondments
- Conduct exit interviews
Talent Management
- Ensure alignment with talent framework, policies and processes
- Facilitate talent review sessions with junior and middle management
- Caputuring talent and succession date on MWS (SAP Success Factors)
Learning and Development
- Query handling from line managers and employees and liaising with the Learning and Development team, as required
- Facilitate career conversations as required, follow up on scheduled training, suggest training interventions to support career development goals. Manage training administration processes.
Performance Management
- Drive continuous adoption of performance and goals
- Ensure that all employees have measurable goals in place and assist with the formulation of goals, as required
- Ensure that all employees have completed mid-year and year end performance reviews
- Assist line managers with poor performance improvement processes
Remuneration
- Request and provide remuneration benchmarking information, when required
- Facilitate mid year benchmark review discussions
Industrial Relations
- Understand and apply the relevant legislation, policies and procedures (e.g. SIG ER Policy, BCEA, LRA)
- Assist line managers and employees with the interpretation and the administration of any IR/ER issues, e.g. disciplinary and grievance procedures.
General HR Admin
- Query handling from line managers and employees
- Drive adoption of HR technology towards self-service for line managers and employees
- Administration and facilitation of changes to employment contracts
Executive Personal Assistant
- Provide Executive level Personal Assistant support to the Chief Human Capital Officer, which includes the following:
- Diary Management
- Travel arrangements
- Expense reimbursement
- Drafting internal communication
- Compilation of reports i.e. report writing, formatting
- Compile, draft and format PowerPoint presentations
- Drive Human Capital EP!C committee
Minimum requirements
- Matric and relevant HR qualification
- Minimum 3 years of experience within a similar role, inclusive of Executive PA support
- Financial Services experience will be preferable
- Success Factors / SAP experience will be preferable
- Excellent computer skills with proven proficiency in MS Office (Word, Excel & PowerPoint)
Behavioral Competencies
- Attention to detail
- Excellent listening, communication and inter-personal skills
- Highly organized and accurate
- Ability to work in a team, self-motivated, assertive and result driven
- Ability to work independently with minimal supervision
- Ability to work in a continually changing and dynamic environment
- Strong implementer and follow–through
- Does whatever it takes to get the job done and uses initiative within areas of responsibility
- Demonstration of living the company’s values
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What will you do?
- Monthly financial reporting including flash report and management report
- Managing month end processes
- Funding and cashflow projections and assessment of costs and related variances
- Review and sign off of all journals and reconciliations
- SAP and HFM reporting and uploads
- Annual budgeting and periodic forecasting
- Statutory external audit preparation and liaison, statutory annual financial statements compilation
- Monthly VAT returns assessment and submission
- Bi-annual provisional tax, withholding tax returns, annual income tax returns submission and responses to SARS and tax queries
- Year-end current and deferred tax calculations
- Dividends and equity covenant calculations and liquidity and solvency tests
- Other related and ad hoc duties
What will make you successful in this role?
- Dynamic, self starter and high attention to detail
- Ability to multi-task and add value in a fast-paced environment, under pressure
- Good interpersonal skills and communicator
- Thorough IFRS knowledge, especially IFRS9
- Ability to work with a diverse team in a hybrid environment
Experience
- Experience in a similar role is beneficial
- Financial Services industry experience is ideal
- CA (SA) preferable
- Minimum 3- 5 years post qualification work experience
Knowledge and Skills
- Financial analysis and planning
- Financial Management and controls
- Financial Reporting
- Financial risk and governance management
- Management of employees
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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 clientââ¬â¢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?
- This role takes responsibility for the day-to-day management of a team of Short-term Insurance Sales Consultants in the Contact Centre. It is a first line management role that controls, manages and motivates the team of Sales Consultants including the monitoring and attainment of sales targets, staff productivity, quality and compliance adherence, staff development, training and coaching and general staff performance management and administration.
What will make you successful in this role?
- Agreed set goals with team members covering performance, quality and development areas
- Apply effective motivational techniques
- Manage incentive budgets
- Focus on career and skills development of team members
- Resolve people-related problems e.g. conflict of interest, absenteeism and disciplinary matters
- Vesting and training of new Consultants in the contact centre
- Briefing and readiness to deliver on projects and campaigns
- Drive the achievement of project and campaign targets
- Escalate call resolution and provision of project and campaign related answers
- Manage liaison with project and campaign management team
- Manage and maintain focused and highly motivated team members
- Coach and develop team into a high-performance culture
- Manage staffing needs, productivity and quality
- Monitor contribution to target (CTT) figures
- Adherence to legislation
- Manage capacity
- Manage Complaints
- Manage application of call structure guidelines
Qualification & experience
- Matric (or equivalent qualification)
- A relevant tertiary qualification will be an advantage
- Minimum of 5 years team management experience and product knowledge in life and or short-term insurance
- Minimum of at least 2 years experience in a call centre environment (Outbound)
- Previous experience of quality and business processes
- Previous sales experience with a proven track record of achieving target
- Practical experience of IR processes is critical to the role
Knowledge and skills
- Vast knowledge of first line management practices
- Knowledge of contact centre systems and processes
- Business Processes and Rules
- Principles of teamwork e.g. stress management, team and individual motivation, best practices knowledge.
- Performance management knowledge - individual and group
- Dimensions of Management
- IR
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clientââ¬â¢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
go to method of application »
What will you do?
- To plan, build, optimise and implement innovative quantitative analytical methodologies, procedures, products and advanced mathematical models that provide analytical support and interpret insights, using advanced analytics technologies, to address business opportunities and problems and implement business strategy.
- Innovate by finding the best fit solution for the situation such as the flexibility of delivery and customized solutions which result in more efficient outcomes.
What will make you successful in this role?
- Comfortable with ambiguity in an agile organization.
- Passionate and enthusiastic about contributing to the success of the business cluster beyond one’s own scope of work
- A natural skill to lead and develop others and to create an inclusive environment
- Managing projects with multiple stakeholders
- Having a growth mindset
- Have the ability to contribute to innovations and ideas
- Being aligned to business values, Care, Collaboration, Innovation and Integrity
Qualification
- Relevant Post Graduate degree in Statistics, Data Science, Mathematics, Physics, Economics, Operations Research, Engineering, or a related quantitative field.
Role and Responsibilities
- Provide input into localisation of appropriate model building policies, standards, frameworks, and governance process and integration of business modelling and analytics value chain.
- Adhere to model building policies, standards, frameworks, and governance process.
- Ensure own ethical usage of information that complies to restrictions applied for privacy and sensitivity classification.
- Delivery plans for achievement of outputs / deliverables in collaboration with business stakeholders to understand information requirements for strategy delivery and define metrics that track performance
- Analyse available data to identify information commercialisation opportunities that have not been explored to address business needs and revenue options.
- Productionize analytics by translating technical data information into practical business information that addresses identified needs
- Analyse information requirements, availability and quality of data to feed into management for resolution.
- Contribute to the development of core analytical capabilities or model libraries using advanced statistical, quantitative or econometric techniques and utilise as appropriate.
- Collaborate with numerous departments across the business to aid them in the proper use of data to ensure delivery of desired operational results.
- Participate in relevant project related to the business overall analytical needs and opportunities.
- Serve as SME for analytics applying own understanding of the operations of the business product or service.
- Build models that analyse processes to recommend areas for optimisation to achieve cost savings, revenue generation or efficiency improvements for the business.
Knowledge and Skills
- Strong knowledge of financial services and credit.
- 4 - 6 years of work experience using analytics to solve product or business problems, coding (e.g SAS, SQL), querying databases or statistical analysis
- MS Office, particularly Excel (advanced user and VBA)
Method of Application
Use the link(s) below to apply on company website.
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