Latest Jobs at Sanlam

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 and 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 two years’ work 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.

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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

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What will make you successful in this role?

Qualification & experience 

• Matric

• B.Comm / BBA

• Insurance Studies (CoP, / ASISA Standards) 

Knowledge and skills

• At least five (5) years relevant experience in a similar role within the collections environment of which three (3) years in a supervisory role

• Payroll and Debit Order Collections Experience 

• Policyholder Retentions Experience

• Computer skills

• Advanced MS Office (Excel, PowerPoint)

• Well-developed communication (written & verbal) skills

• Experience in the Financial Services  Sector 

Personal qualities 

• Team management

• Time Management

• Strong Numeracy and Analysing Skills

• Project Management (for the purposes of running pilots) 

• Relating and networking

• Adapting and responding to change

• Confidence and decisiveness

• Self-driven

• Planning and organising

• Attention to detail

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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Being resilient - Contributing through others
• Collaborates - Contributing through others
• Customer focus - Contributing through others
• Cultivates innovation - Contributing through others
• Drives results - Contributing through others

Turnaround time

• 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 commitment to transformation

• 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.