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. There are four businesses within the SA Retail Mass cluster, namely; Group Benefits, Individual Life, Safrican Insurance and African Rainbow Life.

What will you do?
 

• Support distribution to create and manage relationships with new and existing key accounts.
• Ensure growth and productivity of new and existing key accounts through delivery of a compelling and competitive value proposition
• Support distribution with the monitoring and reporting on productivity per key account and the tracking of plans for improvement
• Support distribution to increase productivity and new business sales in dormant and underutilised worksites
• Build relationships with unions and other key stakeholders within government and commercial key accounts.
• Support distribution to secure stop order deductions as our preferred premium collection method.
• Tracking premium flow in all key accounts to support advisors with client retention and premium administration with premium collection
• Adherence to legislative requirements within the key account specific industry as well as the financial services industry
• Create and update all key account data to ensure advisors are supported with up to date and relevant information that supports the client value proposition
• Advise on strategic changes per key account to maximise value from the existing client base through on-going tracking of the economic environment
• Assist distribution to achieve the budgeted APE & VNB goals for the year.

What will make you successful in this role?

• At least 3-4 years’ experience at an insurance company.

Computer skills

• Well-developed written & verbal communication skills and negotiation skills
• General Insurance knowledge
• Matric
• Tertiary qualification Financial / Business/ Marketing

Qualification and Experience

• Grade 12
• Appropriate degree/diploma.

Knowledge and Skills

• Key Account Management
• Key Account Negotiation
• Review, reporting and trend analysis
• Product and pricing knowledge

Personal Attributes

• Business insight - Contributing through others
• Plans and aligns - Contributing through others
• Decision quality - Contributing through others
• Interpersonal savvy - 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

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

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Who are we?

• SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly.  We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients.  Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. 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 EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.

What will you do? 

• This role reports centrally to the Senior Manager:  Enterprise Development and works closely with regional management to promote and develop the B*B concept through active identification, planning, engagement surrounding the taking on and vesting of new B*B’s.

What will make you successful in this role? 
The role will implement the different operational requirements for setting up and supporting a new B*B such as:

• marketing the Blue star concept/model/process
• planning the expansion of B* Businesses regionally sourcing, recruitment and appointment of FA ‘s into B* B’s assist Principles with training and vesting of new Advisors  act as business consultant/coach and change agent to B* businesses management of an ESA to assist with administration functions

Qualification and experience 

• Commercial/Financial/legal or business-related degree preferable 
• CFP/RFP3 or equivalent (i.e.: 120 credits)
• Extensive Financial Services experience in a marketing/sales environment

Knowledge and skills

IT:

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

Business/Management:

• Financial Services Industry Knowledge 
• Specialised knowledge within different channels (SFA, SKS, SBD or Entities)
• Different enterprise distribution models and value propositions (Especially B*)
• Financial Services Product Knowledge (Sanlam and competitors) 
• Legal technical Knowledge (product related)
• New and Existing business processes
• Advisor contracts and remuneration
• Sales and related administration processes
• Leads management and campaigns/competitions
• Leadership and Management skills 
• Financial management (including profitability and VNB)
• Debt management
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)

Core competencies

• Cultivates innovation
• Customer focus
• Drives results
• Collaborates
• Flexible and adaptable

Personal attributes 

• Sound business acumen
• Sales and goal orientated
• People developer (coaching)
• Networking and relationship builder
• Structured and good planning abilities
• Ability to motivate and build a team
• Strong administrative and operational skills and knowledge
• Socially confident and skilled to communicate well with staff and clients alike
• Ability to solve problems and work with complexity

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.  

Closing date: 8 July 2021

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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 two years’ work experience within sales or marketing

 
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.

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What will you do?
Up for a new challenge, feel you can make a difference? The Claims Department is looking for an enthusiastic individual who would like to join the driveable team as an intern.

Under general supervision, researches, collates, records and examines coverage information to make moderately complex short term claim settlement determinations. Within company guidelines, approves or denies payment.

What will make you successful in this role?

• Must be between the ages of 18 and 35
• Must be South African Citizens
• Must be unemployed (Interns must have less than 6 months previous employment for consideration)
• Cannot have been on a previous internship
• Must have a completed relevant qualification a degree or diploma or certificate e.g.  N1 to N6 qualifications

 
Competencies Required

• Must be highly proficient in dealing with clients at all levels
• Excellent administrative skills
• Good communication skills
• Organised
• Professionalism
• Self-disciplined
• Self-motivated
• Self-Managed
• Analytical 
• Desire to excel
• Problem solving skills and solution oriented 
• Flexibility
• Ability to multi-task and cope with pressure 
• Attention to detail
• Able to work flexible hours
• Customer focus
• Active listening skills
• Understands claims process and policy wording
• Administratively Efficient
• Team player
• Follow up (must be able to establish procedures to monitor that which has been promised and delivered) 
• Fluent in more than one language (English and Afrikaans a must, Vernacular an advantage)

 
Knowledge and Skills

• Claims administration
• Claims settlements
• Payment approval and rejections
• Operate within claims guidelines and compliance
• Personal Attributes
• Self-development - Contributing independently
• Decision quality - Contributing independently
• Plans and aligns - Contributing independently
• Manages conflict - Contributing independently

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
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. 

Deadline to apply is 28 June 2021

Our commitment to transformation
At MiWay we believe in cultivating a positive and dynamic working environment that gives you freedom and opportunity to succeed. MiWay is committed to transformation and embracing diversity. This is what drives us to achieve a multicultural workplace with employment equity as a key goal to create an inclusive workforce, reflective of the demographics of our society.

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What will you do?
Up for a new challenge, feel you can make a difference? The Claims Department is looking for an enthusiastic individual who would like to join the driveable team as an advisor. 

Under general supervision, researches, collates, records and examines coverage information to make moderately complex short term claim settlement determinations. Within company guidelines, approves or denies payment.

What will make you successful in this role?

• Grade 12/Standard 10/NQF 4
• BCom Degree (Optional)
• Minimum 1 years’ experience in motor claims (Beneficial)
• Minimum 2 years administrative experience

 
Competencies Required

• Must be highly proficient in dealing with clients at all levels
• Excellent administrative skills
• Good communication skills
• Organised
• Professionalism
• Self-disciplined
• Self-motivated
• Self-Managed
• Analytical 
• Desire to excel
• Problem solving skills and solution oriented 
• Flexibility
• Ability to multi-task and cope with pressure 
• Attention to detail
• Able to work flexible hours
• Customer focus
• Active listening skills
• Understands claims process and policy wording
• Administratively Efficient
• Team player
• Follow up (must be able to establish procedures to monitor that which has been promised and delivered) 
• Fluent in more than one language (English and Afrikaans a must, Vernacular an advantage)

 
Knowledge and Skills

• Claims administration
• Claims settlements
• Payment approval and rejections
• Operate within claims guidelines and compliance
• Personal Attributes
• Self-development - Contributing independently
• Decision quality - Contributing independently
• Plans and aligns - Contributing independently
• Manages conflict - Contributing independently
• 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
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
At MiWay we believe in cultivating a positive and dynamic working environment that gives you freedom and opportunity to succeed. MiWay is committed to transformation and embracing diversity. This is what drives us to achieve a multicultural workplace with employment equity as a key goal to create an inclusive workforce, reflective of the demographics of our society.

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What will you do?
Ensure Safrican’s client and intermediary facing service strategy is aligned with the Safrican business strategy and ensure this strategy is meticulously executed by the various teams within the Operations business.

Enable competitive business systems and operational processes to deliver a client and intermediary experience that supports Safrican’s purpose and positioning.

What will make you successful in this role?

• Strategy Formulation and Execution
• Business management
• Stakeholder, Client and Partnership management
• Compliance and Budget Management
• People management within the department

The role requires management of the following:

• Understanding of the Fit and Proper Determination in terms of the Financial Intermediary Services Act (FAIS) and the communication to Distribution Channels on how the Act is applied consistently in Safrican.
• Manage the onboarding of intermediaries (tied and independent) in a compliant manner which must be aligned to the fit and proper requirements of the FAIS Act and standard operating procedures.
• Implement and manage a system to manage the competency register of all tied intermediaries. This includes a training platform for product specific training and any other training requirements.
• Manage the process to update the tied intermediary register with the Financial Sector Conduct Authority (FSCA) within the prescribed times of the FAIS Act.
• Take accountability for change management for new business processes relating to onboarding. This includes training on any regulatory changes to the current determination that may impact the onboarding process.
• Create data analytics /dashboards for distribution channels to track onboarding levels and the level of compliance of tied intermediaries.
• Manage the monthly commission payment process to intermediaries in line with standard operating procedures and commission regulations of the Long-Term Insurance Act.
• Distribution Payroll Calculations
• BDM and FA Monthly Bonus Calculations and letters
• PM, BDM and FA Annual Bonus Calculations and Letters
• Sales report update and maintenance (API & APE)
• Maintenance of Rem model for BDMs and FAs
• Incentive and competition tracking and reporting
• Monthly Forecasting
• Sales targets modelling
• Negotiating services and management of service levels from external services providers.
• Negotiation and management of service levels with Distribution teams.
   

Additional Requirements

• 10 years’ long-term industry related experience, of which at least 5 years have been in a senior management, operational position.
• Proven experience to include:
• Managing an Operational unit on a strategic and operational level
• Application of Business management processes
• Client Experience management
• Budget ownership and financial management
• Process Management
• Change Management
• Project management
• Developing value propositions
• Data analytics
• Partnership and relationship development
• Experience in working with IT applications and processing commissions
• Key business processes and drivers within the financial services industry
• Relevant legislation

Knowledge and Skills

• Monitoring work procedures, preparing work schedules and expediting workflow.
• Manages Operations procedures and processes including SLA's
• Employee management and leadership
• Execute the required corporate governance and risk management
• Budgets and expense controls/reporting

Personal Attributes

• Interpersonal savvy - Contributing through others
• Decision quality - Contributing through others
• Plans and aligns - Contributing through others
• Optimises work processes - 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

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

The closing date is the 30th June 2021

Our commitment to transformation

• Safrican 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.  Safrican 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 engage digitally 
• 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.