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  • Posted: Jan 24, 2022
    Deadline: Not specified
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  • 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 skilful ...
    Read more about this company

     

    Account Executive: Large Corporates

    What will you do?

    Responsible for promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts. 

    • Retention of existing institutional multi manager and SI clients

    • Actively manage the client experience of SI’s service delivery and execution of SLA

    • Formulate Account Plans for all clients in specific client area, allocated by Segment Head

    • Work closely with head of business, other account executives, business heads in Sanlam Investments (SI) and Sanlam Group colleagues in terms of developing overall client strategy and implementation plans

    • Influence overall profitability of clients by meeting targets, as agreed with Segment Head

    • Act as the key interface between the client and SI (including capability factories as well as other Sanlam distribution teams) as well as acting as a SI brand ambassador

    • Understand client needs in order to identify and price appropriate capabilities simply and effectively

    • Independently prepares and delivers effective tender documents, selling presentations, and client feedback reports in order to defend the current book as well as grow client share-of-wallet

    • Actively use and leverage capability of a cluster wide CRM

    What will make you successful in this role?

    Knowledgeable and Influential:

    • Deep knowledge of self, Sanlam, the client, the context and technical aspects enabling strategic thinking

    • Ability to identify, address, collaborate and resolve pro-actively, any issues that impact the client experience

    • Ability to develop and manage trusted relationships at multiple levels

    • Manage the effective and efficient implementation and execution of client decisions

    Creative and Commercial: 

    • Driven to retain the client and by identifying new opportunities or potential threats to existing accounts

    • Maximises results by systematically managing an Account Plan

    Accessible and Responsive:

    • Promotes client relations by soliciting feedback regularly

    • Co-ordinate and central point of contact for all client matters

    Key Differentiators:

    • Deep understanding and commitment to service excellence

    • Strong and passionate about client experience

    • Technical aptitude, knowledge and understanding of operational asset management functions

    • Deep understanding of the Pension Fund regulations and requirements

    • Proven ability to collaborate, influence and engage to secure a win-win result for all stakeholders

    Qualification and Experience

    • Degree with 8 to 10 years related experience.

    Knowledge and Skills

    • Technical advice and support
    • Production target achievement and budgeting
    • Compliance and risk management
    • Client relationship management
    • Strategic business plan development and implementation.

    Personal Attributes

    • Business insight - Contributing strategically
    • Organisational savvy - Contributing strategically
    • Manages complexity - Contributing strategically
    • Plans and aligns - Contributing strategically

    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

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

    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 ensure 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.

    go to method of application »

    Senior Legal Advisor

    Who are we?

    Sanlam Specialised Finance is housed in the Sanlam Investments Group Cluster and is a combination of Sanlam Capital Markets, Sanlam Structured Solutions and Sanlam Portfolio Management. This combination ensures that the businesses responsible for managing different aspects of the Sanlam balance sheet are housed together. Sanlam Specialised Finance works closely with the Balance Sheet Management function of Sanlam to assist the Balance Sheet Management Function in its pursuit of optimising the Sanlam balance sheet. The new structure is also expected to enhance risk management within Sanlam. Sanlam Specialised Finance business has two components; the first is an on-balance sheet financing business (similar to those found in the large South African investment banks) and the second is the Sanlam Portfolio Management team. The Sanlam Portfolio Management  team negotiates and maintains relevant mandates with Sanlam, and will determine an appropriate asset allocation for the Sanlam assets. This will include allocations to businesses within Sanlam Investments.

    What will you do?

    Responsible for handling a variety of moderately complex assigned legal projects. Acts as counsel on issues involving company compliance with moderately complex governmental and regulatory standards. Reviews legal documentation and provides advice on appropriate action. Coordinates legal matters requiring external legal assistance. May provide work leadership and mentoring to less experienced attorneys. May also participate in corporate affairs, corporate governance, and legal watch. You will form part of the Legal Team, reporting into the Head of Legal and Compliance, you will work across the SanFin business on varied matters in SSS, SEMPM, SPM and SCM.

    Knowledge and Skills

    • Risk Management
    • Compliance and legal projects management
    • Legal advice and documentation reviews
    • Coordinates legal action that may require external legal assistance
    • Utilises negotiation and communication skills and related, risk, financial and legal expertise in the management of the client relationships.

    What will make you successful in this role?

    • Assisting, where necessary, in the negotiation of transactions and offering legal advice on the structuring of financial transactions across the business sectors within SCM, including Debt, Properties, Empowerment Financing and Equities.

    • The drafting and checking of all agreements, including OTC (Over the Counter) derivative instruments documented in terms of ISDA, and other types of Master Agreements

    • Ensuring implementation of transactions (from cradle to the grave) in accordance with Credit approvals.

    • Keeping SCM up to date with changes in the statutory and common law as far as it relates to SCM and its business.

    Qualification and Experience

    • Registered Attorney with 5 years related experience.

    Personal Attributes

    • Business insight - Contributing through others
    • Builds networks - Contributing through others
    • Manages complexity - Contributing through others
    • Persuades - Contributing through others

    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
    • Cultivates innovation - Contributing through others
    • Customer focus - 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.

    go to method of application »

    Intermediation Financial Advisor

    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.

    go to method of application »

    Portfolio Manager (WC)-SAN

    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. There are two businesses within the SA Retail Mass cluster, namely; Sanlam Retail Mass Distribution and Safrican Insurance. 

    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?

    Sanlam Adviser Network is looking for an experienced portfolio manager to manage the Western Cape province and the surrounding area’s through managing key stakeholders and franchise principals. The ideal candidate must be a strategic thinker who can operate in a challenging environment and deliver on key objectives and targets. The portfolio manager role form part of the management committee and reports directly to the channel head. If you also have excellent people skills, business acumen and exemplary work ethics, we’d like to meet you

    The objective of this position is to secure the functionality of the business to drive extensive and sustainable growth.

    • Management Effectiveness

    • Manages service delivery through a team of internal and external stakeholders.

    • Drives operational excellence through area of supervision

    • Holds franchise principals accountable for managerial/supervision work, including recruitment, selection, performance management and talent management of Sanlam independent advisers.

    • Identify and recruit successful franchises principals on behalf of the SAN channel.  

    • Manage current franchises for success need to be very assertive in management style with strong focus on relationship building, collaboration and stakeholder management 

    • Ability to manage key accounts and clear understanding of the macro and micro environmental factors that influence key accounts.

    • Assist franchise principals to manage performance of managers and advisers employed by franchise principals.

    • Ability to manage in an environment of little structure and much uncertainty and complexity. 

    • Must be target and sales driven, results orientated individual.

    • Must be able to manage different value propositions for different stakeholders (advisers, managers, and franchise principals)

    • Sales / Productivity

    • Must be able to translate the channels priorities and strategies into provincial strategy.

    • Must be able to allocate and utilise all resources in province to ensure that targets are met.

    What will make you successful in this role?

    • Grade 12 or equivalent 

    • RE 1 and RE 5

    • A relevant Diploma/ Degree such as Business/Marketing/Sales

    • Relevant post graduate business or commercial degree

    • Proven experience in senior sales management role

    • Must have worked with senior sales people in a distribution channel

    • A minimum of 6 to 8 years related experience

    • Understanding of business functions such as tied salesforce, compliance, Human Capital, finance, marketing etc., 

    • Demonstrable competency in strategic planning and business development

    • Working knowledge of data analysis and performance/operation metrics

    • Working knowledge of Information Technology/Business infrastructure and Microsoft Office

    • Outstanding organisational and leadership abilities

    • Aptitude in decision-making and problem-solving

    • Proven track record of sales delivery through a sales team at a senior level

    Core Competencies

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

    Personal Attributes

    • Financial acumen - Contributing strategically
    • Strategic mindset - Contributing strategically
    • Directs work - Contributing strategically
    • Manages complexity - Contributing strategically

    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.

    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.

    go to method of application »

    First Line Manager

    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?

    Output/Core Tasks:

    •    Manage a department’s performance within a specific division of Business Shared Services

    •    Ensure that your department effectively contributes to the business Unit’s Client 
         Satisfaction and Experience standards  
     
    •    Manage the budget and make decisions regarding resources with your team

    •    Manage the People practices and performance statistics and reports of your department

    •    Actively be responsible for the coaching, training and development of personnel 

    •    Assist and provide support to team members regarding complex client enquiries

    •    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 Resource Planning team to ensure the most effective resource plans are developed and achieved 
    •    Review management information and make suggestions, recommendations so as to improve processes across the business. 

     

    Role Requirements:

    Qualifications:

    •    Matric/Grade 12

    •    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 

    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

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

    Turnaround time

    Should you not hear from us 4 weeks after the closing date (26 January 2022), please assume that your application has been unsuccessful.

    Appointments will be made in line with the company’s transformation plan.

    Please note that this is a developmental opportunity therefore the business will follow its Talent Management Development Process.

     

    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.

    go to method of application »

    • Job Type Full Time
    • Qualification
    • Experience
    • Location Not specified
    • Job Field

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