Latest Jobs at Sanlam

Who are we?

Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail porducts, as well as group schemes.

Who are we?  
Sanlam Developing Markets Limited (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the Sanlam Sky sub-cluster which is part of the Sanlam Personal Finance cluster within the Sanlam Group. There are four businesses within the Sanlam Sky sub-cluster, namely; Group Benefits, Individual Life, Safrican Insurance and African Rainbow Life.

Sanlam Values 
The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles.  Applicants must exhibit their commitment to the values as part of the application process.
•    Lead with courage
•    Serve with pride
•    Care because we respect each other
•    Act with integrity & accountability
•    Grow value through innovation & superior performance

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.

Class of Business (COB): 
Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Financial Advisor.

Qualification & experience 
FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.

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

Technology requirement:
•    A smartphone that is compatible with the latest technology, i.e. Android or Apple

Personal qualities 
•    Client Service Orientation
•    Ability to influence client decision
•    Confident decision maker
•    Great business acumen
•    Adhering to principles and values
•    Analytical
•    Proactive
•    Ability to cope with pressure and setbacks
•    Exceptional interpersonal skills
•    Trustworthy
•    Detail-oriented
•    Activity management.

Our aim is to help you 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 realize their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development. 

Turnaround times
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. 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.

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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Who are we?

• Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. Ultimately we grow and protect wealth.

What will you do?

• This is a regional sales management role which is responsible for managing a team of vested Financial Advisor’s that have more than 24 months’ experience. These Financial Advisor’s would either have been transferred to the Sales Manager after they have vested under the Development Manager, or are experienced Advisors that have been recruited directly into this team from outside.  

Output/Core Tasks:

The expectations of the role is to:

• Create and drive sales plans, targets and growth
• Marketing and business building support
• Coaching and development of FA’s
• Manage business retention processes
• Compliance and risk management
• Enable practice management
• Oversee quality and productivity management
• Provide effective People and Performance Management
• Budgets and expense management of team
• Recruiting of Experienced Financial Intermediaries

What will make you successful in this role?

Qualification & experience

• Extensive Financial Services experience in a marketing/sales environment
• Sales and Operational Management/leadership of a team/unit
• Management Diploma
• Commercial/Financial or business related diploma/degree
• CFP/RFP3 or equivalent (i.e.: 120 credits)
• RE
   

Knowledge and skills

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

       IT:

• MS: Office (Excel, Word, PP)
• Web based platform tool/site
• Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
• AUTONUB
• NUB 974
• E2 financials
   

      Business/Management:

• Financial Services Industry Knowledge
• Financial Services Product Knowledge (Sanlam and competitors)
• Legal technical Knowledge (product related)
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Business planning
• New and Existing business processes
• Advisor contracts and remuneration
• Sales and marketing processes and practices
• Leads management and campaigns/competitions)
• Management skills to manage staff
• Budgets and expense management
• SFA distribution model and value propositions
   

     Personal Qualities:

• Cultivates Innovation
• Client Centricity
• Drives Results
• Collaborates
• Flexibility and Adaptability
• Drives Vision and Purpose
• Business Insight
• Directs Work
• Decision Quality
• Treating Customers Fairly
   

Process for applications:

If you meet the above criteria, and are interested in applying for this role, please submit your CV Via MyWorkspace or online to www.sanlam.co.za (Job ID: 12001)
The closing date for applications is  21 October 2021.

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What will you do?

This is a 12 month contract position allowing the incumbent to gain relevant work experience in the financial services industry. The individual will be exposed to training and office administration whilst being part of an administrative team at SanlamConnect.

• Provide administration support to intermediaries

• Provide quotations and sales support to the intermediaries/ consultants

• Provide after sales services support

• Process and monitor new business issued

• Assists the intermediaries with the relevant product information

• Monitor outstanding premiums

What will make you successful in this role?

Qualification & experience

• Grade 12 or equivalent

• Business related National Diploma or Degree

• Preferably no or very limited previous working experience

Knowledge and skills

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

• Successful candidate should be unemployed

• Knowledge of and experience in MS Office

Personal qualities

• Cultivates innovation

• Client centricity

• Results driven

• Collaboration

• Flexibility and adaptability

• Communicates effectively

• Plans and aligns

• Action oriented

• Treating customers fairly

Please note: Your application will not be deemed complete without all required documents being submitted. Please submit a copy of your ID, matric certificate and qualification certificate.

Process for application

• If you meet the above criteria, and is interested in applying for this role, please submit your CV online to: www.sanlam.co.za (Job ID: 12011)

• The closing date for applications is 21 October 2021.

The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated. 

Turnaround times

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers

Our aim is to help you 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 business clusters – Sanlam Life and Savings, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process