Latest Jobs at Sanlam

Who are we?

• Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates.  SEB CORE specializes in retirement fund administration to institutional retirement funds spread over a number of industries and services from large single employer run stand-alone funds to multi-employer umbrella funds. This business unit is also responsible for ongoing client servicing ranging from board of Trustees, Employers, Intermediaries and Employees. It is also responsible for the IT deliverables and digital strategy for Sanlam Employee Benefits. 

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.

What will you do?

• Under general supervision, performs assignments of actuarial-related duties such as preparing, performing and analysing actuarial research and audits. Other duties include collecting data from various databases and performing standard mathematical calculations.

Support actuarial operations by performing actuarial calculations and valuations. Key performance areas are:

• To manage a portfolio of clients by managing activities per service level agreement, schedule and requested tasks
• To deliver contracted services ensuring quantity, quality and turnaround times are met:
• Perform defined contribution (DC) valuations, prepare valuation reports and presentations
• Perform IAS19 valuations
• Perform individual, interest and ad hoc actuarial calculations
• Prepare FSCA query response letters
• Complete Section 14 certificates
• Replacement ratio calculations
• What will make you successful in this role?
• Attention to detail and a proactive attitude
• Ability to organize and prioritize
• Good interpersonal skills
• Willingness to learn and develop

Qualification & Experience

• Relevant Bachelor degree
• Progress with Actuarial exams: 4 exemptions or passes
• 2 years relevant experience

Knowledge and Skills

• Knowledge of Employee Benefits and wider financial services industry and process would be advantageous
• Proficiency in Microsoft Office (Word, Excel, Outlook, Powerpoint) 

Personal Qualities

• Strong attention to detail
• Proactive attitude
• Strong ability to organize and prioritize
• Excellent communication skills both written and verbal
• Ability to work independently
• Taking responsibility
• Ability to perform well under pressure and meet deadlines
• Good interpersonal skills
• Team player

Core Competencies

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

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.

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What will you do?

• Activity management of representatives.
• Prospecting for Representatives.
• Production management on a daily basis concentrating on quality and quantity.
• Conducting training - Theoretical and practical in field.
• Facility liaison.
• New facility identification.
   

Qualification & experience

• Grade 12
• meet the qualification requirements in line with their DOFA:
• Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
• Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
• It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
• RE 5 required from date of appointment)
   

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 Sales Manager.

Knowledge and skills

• At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
•  A minimum of one year management experience    
•  Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met
   

Personal qualities

• Good leadership skills.
• Entrepreneurial with good business acumen.
• Strong action orientation
• Good written and verbal communication skills.
• Ability to make decisions.
• Initiative and innovativeness.
• Planning and organizing.
• Achievement orientation.
• Negotiation skills.
• Coaching and enabling skills
   

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 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 »

What will you do?

• Activity management of representatives.
• Prospecting for Representatives.
• Production management on a daily basis concentrating on quality and quantity.
• Conducting training - Theoretical and practical in field.
• Facility liaison.
• New facility identification.
   

Qualification & experience

• Grade 12
• meet the qualification requirements in line with their DOFA:
• Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
• Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
• It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
• RE 5 required from date of appointment)
   

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 Sales Manager.

Knowledge and skills

• At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
•  A minimum of one year management experience    
•  Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met
   

Personal qualities

• Good leadership skills.
• Entrepreneurial with good business acumen.
• Strong action orientation
• Good written and verbal communication skills.
• Ability to make decisions.
• Initiative and innovativeness.
• Planning and organizing.
• Achievement orientation.
• Negotiation skills.
• Coaching and enabling skills
   

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 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 »

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?

We currently offer successful candidates an opportunity to enter the Financial Services Industry to be trained as a Manager to be part of our dynamic management team.

We are looking for candidates with leadership potential, seeking experience and mentorship from established individuals in the Financial Services Industry.

The programme is structured over a 12 month period and will guide the candidate through a process of training, mentorship, on- the- job coaching, functional assignments and focused business exposure within a dynamic and fast paced environment in order to groom and prepare the candidate for success.

Output/Core Tasks:

Your success will come from:

• Successfully completing training related to position of financial adviser
• Successfully completing training on support structures and processes
• Successfully completing (first line) formal management training
• Undergoing rotation and exposure to different positions within the region
• Receiving coaching and mentorship by existing management
• Successfully completing specific assignments and projects
• Receiving exposure to executive management team.

What’s in it for you?

• Unique remuneration structure that will see you well rewarded for your success
• Get to manage your own income
• Work with visionaries in the industry who value entrepreneurship and creativity
• Represent one of the top well-respected South African companies
• Be invested in and grow your talents                                                               

What will make you successful in this role?

Qualification & Experience

• Matric or equivalent qualification
• A valid driver’s license is a requirement for this position
• Fluent in English
• Commerce or Legal degree is a prerequisite
• Previous business experience in the industry, preferably within the distribution environment
• Previous management experience within the industry and/or a leadership qualification (e.g. MBA, Management diploma, etc.) can be an added advantage, but is not a pre-requisite (should you have previous industry related experience, you must meet FAIS requirements)
   

Knowledge and skills

• Leadership skills, including the ability to motivate and develop people
• Exceptional interpersonal, communication and relationship building skills
• Confident, assertive and persuasive ability
• Target driven and a self-starter with an entrepreneurial mind set
• Sales skills/orientation
   

Personal qualities

• Cultivates Innovation
• Client Centricity
• Drives Results
• Collaborates
• Flexibility and Adaptability
• Develops Talent
• Business Insight
• Communicates Effectively
• Decision Quality
• Treating Customers Fairly

Process for applications:

• The closing date for applications is 20 May 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 – SanlamConnect, 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.