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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 skilfu...
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What will you do?
This is a regional sales management role which is responsible for managing a team of new and vested Financial Advisors. You have to recruit advisors for your portfolio (new and experienced). You will be responsible for training, vesting and development of all advisors in your portfolio.
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
- Recruiting and vesting of new and experienced Financial Intermediaries
What will make you successful in this role:
Qualification and Experience:
- Extensive Financial Services experience in a marketing/sales environment
- Sales and Operational Management
- Leadership experience of a team/business unit
- Management Diploma
- Commercial/Financial or business related diploma/degree
- CFP/RFP3 or equivalent (i.e.: 120 credits)
- RE
- Sales experience in the insurance industry i.e. prospecting and closing skills
Knowledge and Skills:
To be successful you will need to demonstrate good experience in:
- I.T:
- MS: Office (Excel, Word, Powerpoint, MS Teams, Zoom, Outlook)
- Knowledge of social media i.e.: Facebook, TikTok and Instagram
- Use of Sanlam Advisor tools (i.e.: Sanfin, Leads program, Advice Partner, Sanlam Legacy, Sanport, Advisor Website etc)
- AUTONUB
- New business process management
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
- Management and approval of new business and quality of new business
- Advisor contracts and remuneration
- Developing and vesting of advisors, experienced or new to the industry
- Train advisors, oversee sales activities and run the day to day operations
- Sales and marketing processes and practices
- Leads management and campaigns and competitions
- Management and Leaderships skills to manage advisors
- Budgets and expense management
- Supervisory experience in financial services
Personal Qualities and Attributes:
- Cultivates Innovation
- Client Centricity
- Results Driven (Goal & KPI alignment)
- Collaborates
- Flexibility and Adaptability
- Drives Vision and Purpose of Sanlam and the Business Unit
- Business Insight
- Decision-making qualities
- Treating Customers Fairly
- Natural ability to coach and mentor
- Good communication skills
- Presentation and negotiation skills
- The ability to motivate team members
- Time management
- Empathy
- Tech-savvy on critical sales software
go to method of application »
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
- Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
- Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
- Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
go to method of application »
What will you do?
- Performs secretarial and general office duties for the Executive Head: Investor Relations and team.
- Manages calendar and independently schedules appointments.
- Arranges events or conferences by arranging logistics, facilities and caterer, issuing information or invitations.
- Support successful delivery of capital markets days, results releases and operational updates.
- Arranges domestic and international travel plans and itineraries.
- Co-ordinates domestic and international roadshows.
- Engage with sell-side and buy-side analysts to arrange meetings and information requests efficiently and professionally.
- Ongoing website maintenance and updates.
- Arrange the payment of invoices and assist with budgeting process.
- Internal and external relationship management.
- Shareholder analysis distribution and filing
- Updating and storing information from investor and analyst meetings.
- Oversee and manage investor relations mailbox.
- Typing of letters, slides, minutes of meetings, etc.
- Assist with compiling PowerPoint presentations and board reports.
What will make you successful in this role?
Secretarial support
- Manage and coordinate scheduling of face to face and online meetings, video conferences, special events, information sessions etc.
- Document preparation and distribution to all stakeholders (meeting agendas, board packs, minutes of meetings etc.)
- Managing all travelling, accommodation, and visa application arrangements for the teams.
- Communication and liaison with relevant internal and external stakeholders.
- Receiving external clients and stakeholders at office (as and when required).
- Managing all payments and related financial processes for the teams.
- Office management support as and when required.
- Ad hoc projects and tasks that may arise from time to time.
- Experience in Microsoft Office (Word, Excel & PowerPoint) and Adobe.
- Understanding of professional business communication methods and processes.
- Adhere and be sensitive to organisational impacts/influences.
- A sound knowledge of etiquette that is followed or prescribed in a social and/or professional setting on an executive level.
- Display a high level of confidentiality.
- Be available and prepared to work after hours.
Qualification and Experiences
- A relevant tertiary qualification.
- 3-5 years related experience in supporting executives and senior managers.
- Experience in financial services is preferred.
- Exposure to environment with sensitive/confidential information is essential.
Knowledge and Skills
- Reservation Management
- Secretarial Support
- Administration
- Manages various Stakeholder queries and support
Behavioral Competencies
- Excellent business communication skills in English (verbal and written).
- Professional demeanour and “can do” attitude.
- Ability to function and manage work and deliverables independently.
- Ability to manage various activities simultaneously.
- Concern for accuracy and order.
- Solutions driven.
- Ability to build and maintain effective relationships.
- Influencing and gaining commitment.
- Stress tolerance.
- Display sound judgement.
Core Competencies
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently
go to method of application »
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
- Undertake relevant behaviours to attain targets relating to:
Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
- Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
go to method of application »
What will you do?
Role description and Output/Core Tasks:
SLS Risk and Balance Sheet management is looking for a talented and creative actuary or actuarial student to join the team. The role will fit into the Solvency Optimisation team, which is responsible for:
- Maintaining and developing models through which insurance business performance (i.e. balance sheets, profits, embedded values, return on capital, solvency position) can be projected and sensitivity-tested for business planning purposes.
- Developing and maintaining the Required Capital Frameworks for SLS’s insurance businesses.
- Rebuilding the Projection model, allowing for the Business Planning Tool and balance sheet management opportunities.
- Supporting risk and capital management within SLS in view of further business and regulatory requirements.
- Designing, implementing and reviewing solutions for the Own Risk and Solvency Assessment (ORSA) of Sanlam Life and the SLS Cluster with regard to:
- Forward looking projections;
- Stress & scenario testing;
- Management Information.
What will make you successful in this role?
Qualifications:
- Actuarial student or senior actuarial student
Experience and skills:
The following would be advantageous:
- Balance sheet management and/or capital management experience.
- Valuations experience and/or product development experience.
- Risk management experience.
- IFRS 17 knowledge and experience.
- Broad knowledge base.
- Understanding of insurance products, including their risks and value drivers (i.e. IFRS profit, Embedded Values etc.)
Personal attributes and Competencies:
- The desire to optimise how businesses operate.
- Have a desire that your work adds value.
- Knowledge seeking/learning orientation.
- Ability to combine conceptual thinking with pragmatic solutions.
- Ability to work independently as well as part of a team, also across departments, businesses, clusters and legal entity boundaries.
- Ability and desire to innovate.
- Good communication skills.
Personal Attributes
- Self-development - Contributing independently
- Interpersonal savvy - Contributing independently
- Nimble learning - Contributing independently
- Tech savvy - Contributing independently
go to method of application »
Overview
This role will require you to co-ordinate and deliver the end-to-end learning process, including designing, developing, and facilitating learning interventions in partnership with management, HR and identified stakeholders. You will align and integrate all learning interventions to business and talent requirements. Key experience and knowledge capabilities required to successfully fulfil the role include a good understanding of the Financial Sector Charter, BBBEE learning program matrix, strong planning and mobilisation capabilities, and comfort with a fast-paced environment requiring initiative and proactivity.
What will you do?
- Engage with key individuals to identify learning objectives and requirements as aligned with the business culture and objectives
- Develop and updating learning programs to meet learning objectives
- Identify learning needs and propose solutions to address learning gaps
- Design and administer assessments to evaluate learning and knowledge acquired
- Provide formal learning (technical and soft skills training) to new and current employees
- Conduct regulatory and technical training in line with industry changes and/or requirements
- Consult with key stakeholders to ensure learning content is accurate and relevant
- Conduct on-going training needs analysis to determine development areas and provide recommendations for performance management and personal development plans
- Maintain knowledge of learning and development technology and tools as well as regulatory amendments and industry best practices
- Co-ordinate year planner to manage learning requirements from business
- Compile reports on learning interventions including analysis of data and provide feedback to senior management
- Assist with regulatory reporting requirements
- What will make you successful in this role?
- Experienced in FSC and BBBEE legislation
- Fluent in MS Office (Word, PowerPoint, Excel, Project), collaborative tools and L&D tools such as Moodle, SAP Success factors
- Able to design surveys using online tools such as MS forms
- Excellent planning and co-ordination skills
- Self-starter and proactive individual
Qualification and experience
- Relevant tertiary qualification in HR/Management, L&D, Train the Trainer, Occupational Training and related disciplines
- Minimum 2 years L&D experience
- Exposure to working in financial services or investments preferred
Knowledge and skills
- Ability to deal effectively and credibly with all stakeholders in both spoken and written format
- Excellent organisational skills, a team-orientated attitude, ability to meet deadlines and handle multiple priorities
- Excellent interpersonal and networking skills.
- Ability to work quickly and independently while meeting the required quality levels
- Demonstration of living the company’s values
- Strong service orientation towards all stakeholders
Personal qualities
- Highly organised with a high level of customer focus
- Accurate and detail orientated
- Ability to perform well under pressure and show maturity, confidence and resilience
- Excellent listening, communication and interpersonal skills
- Pro-active approach to work, clients and problem solving
- Resilient
- Natural team player and collaborator
go to method of application »
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 products, as well as group schemes.
What will you do?
Business planning
- Work with Branch Manager and contribute operational insights to monthly, quarterly and annual business planning.
- Work with Branch Manager to determine sales targets for the team, in line with and in support of the objectives and strategy for the Branch, Area and Province.
Sales management
- Communicate and manage the achievement of sales targets to ensure growth in clients and profit.
- Plan and manage the weekly and monthly activities of representatives (Financial Advisors) in line with sales targets.
- Responsible for the operational effectiveness of the team:
- Monitor and reduce the number of NTUs (not taken up premiums). Investigate NTUs, identify problems and recommend/implement solutions to rectify.
- Secure client retention through managing the quantity of cases written by Financial Advisors and quality of service in line with relevant standards.
People management
- Work with Human Capital and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets.
- Coach and develop team members, providing the necessary guidance, training, and work exposure to ensure personal and career growth.
Monthly planning and reporting
- Draw daily and weekly reports to monitor activities and the achievement of sales targets. Work with Financial Advisors to adjust tactics where necessary.
- Responsible for monthly reporting of sales and team activities. Analyse data to identify areas of improvement and plan for the next month.
- Conduct monthly and annual planning based on reports.
Stakeholder engagement
- Identify key internal and external stakeholders (branch managers, customers, commercial companies, facilities, etc.). Determine effective engagement tactics that will contribute to building and maintaining relationships.
- Engage with clients address escalated queries. Ensure the efficient resolution of queries and provide timely feedback.
- Manage and coordinate the delivery of internal stakeholders supporting the teams (support functions).
Qualifications and 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)
go to method of application »
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
- Undertake relevant behaviours to attain targets relating to:
Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
- Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
go to method of application »
What will you do?
- Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries
- Developing existing markets
- Risk management
- New Business (quality)
- Training (administration and sales)
- Target and goal setting (brokers/SAI/self)
- Action and development plans for future
- Analysis of management reports
- Business relationship building
- Conservation/ pay point control
- Maintain and improve service standards
Qualification & experience
- Matric
- A Marketing/ Management Diploma will be an advantage.
Knowledge and skills
- Driver's License (own transport is a must).
- 2 years marketing/sales experience or experience in a similar capacity.
- Preference will be given to candidates from the financial services industry.
- FAIS credits
- RE1/5 would be advantageous
Personal qualities
- Self-motivated
- Good interpersonal skills
- Planning and organising
- Ability to interact with people at all levels
- Target driven
- Attention to detail
- Strong entrepreneurial skills
- Ability to prioritise
- Decisive and persuasive
- Treating customers fairly
go to method of application »
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
- Undertake relevant behaviours to attain targets relating to:
Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
- Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
go to method of application »
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
- Undertake relevant behaviours to attain targets relating to:
Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
- Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
go to method of application »
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
- Undertake relevant behaviours to attain targets relating to:
Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
- Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
go to method of application »
What will you do?
You will deliver functional and technical specifications to the development teams in your team or squad.
What will make you successful in this role?
- Understanding of Requirements specifications
- Assistance with Functional specifications as required
- Development of technical specifications for product and process requirements, including integration mapping.
- Logical system design (Independent of Technology) - Use Case Realisation Documentation & Logical Data Model
- Analyse Non-Functional Requirements
- Input into Quality Management Plan
- Assist with quality reviews
- Assist with design process
- Input for various UI prototypes, end user and reports
- Assist with draft of iteration plan. – scoping and estimation
- Risk Management Plan – identification of potential risks/issues and give input to risk mitigation plan
Qualification
- Matric
- Relevant IT qualification with emphasis on technical related courses such as systems design, UML and OO A&D methodology
Knowledge
- Sound understanding of web technology landscape
- Sound understanding of the Software Development process (SDLC) and methodology in the IT Organisation
- Sound knowledge of Sanlam’s products will be an advantage.
- Thorough understanding of OO concepts, design principles and design patterns
- Knowledge of the Service Oriented Architecture (SOA) will be recommendable
Experience
- 3-4 years relevant experience in system analysis and design
- At least 5 years IT experience
- Experience in life assurance or broader financial services industry will be an advantage
Knowledge and Skills
- Technical specifications
- Analysis and design of systems and components
- Business Requirements Definition
Personal Attributes
- Optimises work processes - Contributing through others
- Action orientated - Contributing dependently
- Communicates effectively - Contributing independently
- Nimble learning - Contributing dependently
- Decision quality - Contributing independently
go to method of application »
What will make you successful in this role?
- SAP solution design and/or implementation
- Design and validate a complex architecture and ensure successful implementation.
- Identify and challenge solution scenarios by considering the business environment.
- Provide subject matter expertise and design expertise within the SAP S/4HANA solution set.
- Strategically plan the solution landscape.
- Integrate SAP S/4 Hana solutions into a broad array of technologies and architectures.
- Understand the SAP S/4 Hana roadmap around Cloud products and how it integrates with on-prem.
- Active involvement in SAP S/4 Hana system migration or upgrades.
- Understand the business processes for which the solution architecture is being developed.
- Influence the IT Strategies ensuring collaborative alignment.
- Document the overall SAP Solution Architecture and integration to other systems in line with the Sanlam Enterprise Architecture standards and practices.
- Present SAP solutions architecture to different Sanlam forums (including the Sanlam Architecture Solutions Evaluation & Review forum).
- Translate business and technology requirements into a functional and economical solution architecture
- Support BAU activities and project initiatives
Qualification
- Matric
- Bachelor equivalent will be recommended
- S/4 Hana Certification.
- Architecture Knowledge and/or certification (e.g. TOGAF, Zachman, etc.) will be beneficial.
Experience
- More than 10 years of SAP implementation and/or solution design experience.
- Functional or technical proficiency with at least 6+ full lifecycle SAP implementations.
- 10 + years of solution specialist (or equivalent customer facing) experience in areas appropriate to the job.
- Cloud experience will be beneficial.
- Insurance Analyser experience will be beneficial.
- Experience in designing and validating a complex architecture.
- Experience integrating SAP solutions into a broad array of technologies and architectures.
- Experience and knowledge of SAP system migration or upgrades.
Knowledge and skills
- Extensive knowledge of SAP systems, including SAP Business Suite, S/4HANA, and the required architecture and infrastructure to support them.
- Ability to identify and challenge solution scenarios by taking the business environment into account.
- Provide recommendations and guidance on the SAP platform and tools.
- Ability to influence the IT Strategies ensuring collaborative alignment.
- Comprehensive knowledge of hardware, software, application, and systems engineering.
- Interpersonal and leadership skills -Communication, Collaboration, Facilitation, and Negotiation skills.
- Successful candidates must demonstrate experience in designing and implementing enterprise-wide SAP transformation initiatives that delivered proven business value.
Personal Attributes
- Organisational savvy - Contributing through others
- Manages complexity - Contributing through others
- Plans and aligns - Contributing through others
- Optimises work processes - Contributing through others
go to method of application »
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
- Undertake relevant behaviours to attain targets relating to:
Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
- Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
Method of Application
Use the link(s) below to apply on company website.
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