Latest Vacancies at Sanlam Group

What will you do?

SAP 4 Hana financials:

• Capturing of purchase requisitions, purchase orders and service entry sheets
• Preparing ad hoc analysis as required for reporting purposes.
• Handling of queries daily and managing invoice mailbox.
• Provide support to both financial controller and Financial Manager
• Investigate financial transactions.
• Assist with monthly management reporting
• Submit PC related requests on SRS system and liaising SGT to ensure smooth completion of these requests
• Ensure that effective controls and procedures are in place to adhere to expense management approval framework.
• Ensure correct use of cost centres and account codes for all purchase requisitions/purchase orders.
• Solving financial enquiries and problems on time, effectively.
• Processing journals.
• Reconciliations

Qualification and Experience

• Grade 12 with Maths or Accountancy 
• Certificate / diploma with Accountancy as a subject.
• 4 years relevant experience in a similar role. 

Knowledge and Skills

• Understanding all systems, 
• MS Office (Advance Excel), 
• SAP 4 Hana, 
• Analysis for Office
• Good communication skills

Behavioral Competencies

• Decision making
• Analytical thinking
• Work standards
• Planning and organising
• Building and maintaining relationships
• Team success
• Stress tolerance

Core Competencies

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

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What will you do?

• Proactively manage all client, intermediary and third party manager queries and process their requests (For example, portfolio queries, tax reports, fees etc.)
• Collate Private Placements with Portfolio Manager and clients
• Responsible for collating client payment information and documentation
• Responsible for collating share transfer information and documentation
• Responsible for collating cash journal information and documentation
• Responsible for collating on boarding documents and quality check on all mandates and FICA information
• Responsible to screen all new clients against various sanction lists prior on boarding
• Responsible to collate and submit cash receipts
• Collate and submit Score and Monthly Management fee reports
• Ad hoc administrative duties
• Monitor safe custody fees on BDA system
• Follow up on debit lists
• Monitor At Home positions
• Manage the diary for Portfolio Manager(s)
• Prepare Information packs for meetings
• Ensuring client portfolios are up to date with the correct information

What will make you successful in this role?

• Experience within Private Wealth industry
• High level of accuracy
• Excellent communication and interpersonal skills

Qualification and experience

• Bachelor of Commerce Degree
• Registered person exam (would be an advantage but not mandatory)
• Basic understanding of the Private Client business and the stock-broking environment
• Experience within a financial services industry is essential
• Experience in a stock-broking environment is an advantage
• Bonds and Safex exams would be an advantage

Knowledge and skills

• Proficient in MS Office and Excel
• Working knowledge of financial systems
• Working knowledge of BDA
• Personal qualities
• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results

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What will you do?

• Provide support to Recruitment and Selection Consultant in terms of the following:
• Assisting Recruitment and Selection Consultant with the selection and checks of the recruitment process for financial advisers in terms of the following:
• Management the MyWorkSpace process from the start stage up to Code Activation stage.
• Completing FAIS Compliance checks for all candidates
• Liaising with candidates with regards to the completion of the, Project 100, and with regards to the scheduling of panel interviews, assessment, and completion appointment documents, etc.
• Liaising with the managers for panel interviews and finalising appointments
• Liaising with the assessment centre for assessments
• Order of required technology devices for successful candidates
• Managing the laptop loan register for advisers

Provide secretarial support to the recruitment and selection consultant in terms of the following:

• Diary management
• Mail and information management
• Time and priority management
• Office and telephone administration
• Travel arrangements
• Organising meetings, functions, presentations and conferences
• Other duties as required by the Recruitment and Selection Consultant

What will make you successful in this role?

Qualification & experience 

• Matric /Grade 12
• Experience in financial distribution services
• Administration experience preferably HR or HR administration 

Knowledge

• Computer literacy (specifically advanced knowledge and well developed skills with regards to MS Office)
• Experience and knowledge of Wired will be to your advantage. 
• Content manager

Personal qualities 

• Attention to detail, accuracy.
• Quality and work standards orientated.
• Ethical and trustworthy (personal information)
• Time management
• Able to work independently and plan/schedule work effectively.
• Good team player
• Good communicator and relationship builder
• Service and client orientated.
• Able to work under pressure.

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What will you do?

Responsible for the development of a systems architecture that describes the complete set of components and interfaces that make up IS application solutions to specified business requirements in a large, complex organisation. The specification, product selection and design of infrastructure components to implement a systems architecture. Drive technical direction toward accomplishment of the solution architecture roadmaps, in cooperation with the Product Managers and Technical leads. Develop and maintain the information systems domain architectures and designs for specific business functional/technical areas and provide high-level roadmaps for the implementation of the solutions

What will make you successful in this role?

• Accountable for the design and implementation of enterprise information system solutions.
• Maintain strategic alignment of technology architectural domains (functional, platform, application, information and data, security, and integration architecture) with the agreed business outcomes and strategic objectives.
• Investigate, research and deliver relevant domain/segment artefacts.
• Work closely with the business and the Design Authority to ensure alignment of solutions across the organisation
• Be the custodian of system solutions by taking responsibility for architectural design 
• Contribute to the Sanlam Retail Mass IT Architecture Governance and alignment to the Group IT architecture.
• Oversee the overall System Architecture Creation, Optimization, and Maintenance
• Ensure a comprehensive view of existing systems and environments is maintained and communicated
• Manage and document architectural constraints and/or deviations
• Collaborate with business and technology teams to clarify and guide the evolution of system solutions
• Be accountable for the definition and management of architectural methodology and overall system documentation at a business problem, system and sub-system level.
• Develop and maintain reference architectural artefacts and conduct technical workshops and drive adoption with execution teams. 
• Assist the Execution Team by providing appropriate guidance and constraints communicated
• Conduct risk management practices and implement validated and aligned architecture patterns to be consumed in Client Solution, Client Segment or Domain Architectures. 

Qualification and Experience

• Grade 12 
• Formal qualification in IT/IS preferable (e.g. BCom Information Systems/Informatics/Computer Science), etc. 
• At least four years broad technical/experience with extensive depth in one or more disciplines – preferably in Microsoft technologies.
• At least one year experience in solution analysis and other architectural experience

Knowledge and Skills

• Software development methodologies e.g. Agile 
• Insurance industry knowledge
• Facilitation skills
• English language proficiency (written and spoken)
• Some experience in UML modelling 
• Experience with integration technologies such as REST/JSON/Web Services
• Some knowledge of ColdFusion
• Enabling technologies and trends e.g. Microservices, ECM, BPM, BRM, ESB & BI
• Understanding of the Cloud computing environments 
• Knowledge of architecture frameworks such as TOGAF/Zachman 

Personal Attributes

• Organisational savvy - Contributing through others
• Manages complexity - Contributing through others
• Plans and aligns - Contributing through others
• Optimises work processes - Contributing through others

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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 client’s 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
• 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

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What will you do?

Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business.This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skill Brokers with relevant information, tools and technologies that will enable them in their practice.   

What will make you successful in this role?

Output/Core Tasks:

Your success will come from:

• Promoting and marketing the company products
• Building strong relationships with brokers
• Providing efficient service
• Meeting and exceeding your targets
• Supporting brokers in their practices and assist them to grow their businesses.

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

Qualification & experience 

• Completed Business/Commerce/Marketing degree
• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
• Goal and target motivated
• Sales and marketing orientation
• Natural relationship-builder

Knowledge and skills

To be successful you will need to demonstrate good experience in:

• The financial services industry, specifically in life insurance
• Marketing principles and sales skills in order to meet your targets
• Experience in third-party marketing
• Relevant regulatory legislation and compliance knowledge

Personal qualities 

• Cultivates innovation 
• Client centricity 
• Results driven 
• Collaboration 
• Flexibility and adaptability 
• Decision quality 
• Action oriented
• Plans and aligns
• Business insights 
• Treating customer fairly

Personal Attributes

• Business insight - Contributing independently
• Decision quality - Contributing independently
• Builds effective teams - Contributing independently
• Plans and aligns - Contributing independently

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What will make you successful in this role?

• 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 and Experience

• Matric
• Industry recognized qualification
• A Business/ Commercial/Marketing qualification will be an advantage.
• RE5
• CPD

Knowledge and Experience

• Driver's License (own transport is a must).
• 2 years relationship management/marketing/sales experience or experience in a similar capacity.
• Preference will be given to candidates from the financial services industry.
• 120 FAIS credits
• RE1 would be advantageous

Personal Attributes

• 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

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What will you do?

Responsible for investigating and conducting viability studies for the establishment and expansion of small commercial business ventures. Responsible for the identification of entrepreneurs and viable business options eligible for assistance in the establishment process. Could conduct training on business related matters.

What will make you successful in this role?

• 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 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)
• 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 Attributes

• Good leadership skills.
• Entrepreneurial with good business acumen.
• Strong action orientation
• Good written and verbal communication skills.
• Ability to make decisions.
• nitiative and innovativeness.
• Planning and organizing.
• Achievement orientation.
• Negotiation skills.
• Coaching and enabling skills
• Knowledge and Skills
• New business development concepts
• Influence the execution of BAU
• Change Management
• Business Planning
• Assist with strategic business development plan

go to method of application »

What will you do?

Responsible for investigating and conducting viability studies for the establishment and expansion of small commercial business ventures. Responsible for the identification of entrepreneurs and viable business options eligible for assistance in the establishment process. Could conduct training on business related matters.

What will make you successful in this role?

• 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 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)
• 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 Attributes

• Good leadership skills.
• Entrepreneurial with good business acumen.
• Strong action orientation
• Good written and verbal communication skills.
• Ability to make decisions.
• nitiative and innovativeness.
• Planning and organizing.
• Achievement orientation.
• Negotiation skills.
• Coaching and enabling skills
• Knowledge and Skills
• New business development concepts
• Influence the execution of BAU
• Change Management
• Business Planning
• Assist with strategic business development plan

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What will you do?

This is a regional sales management role which is responsible for managing a team of vested Financial Advisor's that have more than 24 months' experience. These Financial Advisors would either have been transferred to the Sales Manager after they have vested under the Development Manager or are experienced Advisors that have been recruited directly into this team from outside. You have to recruit advisors for your portfolio. You will be responsible for the training, vesting and development of all advisors in the 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
• Budgets and expense management of team
• Recruiting of 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 of a team/unit
• Management Diploma
• Commercial/Financial or business related diploma/degree
• CFP/RFP3 or equivalent (i.e.: 120 credits)
• RE

Knowledge and Skills:

To be successful you will need to demonstrate good experience in:

I.T:

• MS: Office (Excel, Word, PP)
• Web based platform tool/site
• Advisor tools (i.e.: Sanfin, Leads program, Santrust, Santax, Sanport
• AUTONUB
• New business processes

Business/Management:

• Financial Services Industry Knowledge
• Financial Services Product Knowledge (Sanlam and competitors)
• Legal technical knowledge (product related)
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Business planning
• New and Existing business processes
• Advisor contracts and remuneration
• Sales and marketing processes and practices
• Leads management and campaigns/competitions
• Management skills to manage staff
• Budgets and expense management
• SFA distribution model and value propositions

Personal Qualities

• Cultivates Innovation
• Client Centricity
• Drives Results
• Collaborates
• Flexibility and Adaptability
• Drives Vision and Purpose
• Business Insight
• Directs Work
• Decision Quality
• Treating Customers Fairly

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What will you do?

• Perform outbound dialing on specified campaigns as contracted 
• Handle online applications received via the website
• Contact interested clients and present the product to the client
• Achieve contracted performance targets
• Submit applications for fulfillment
• Maximize business opportunities
• Quality delivery /Recorded customer information
• Ensuring ongoing business relationships with clients

What will make you successful in this role?

Qualification & experience 

• Grade 12 qualification
• 2 years inbound/outbound experience in a call centre environment
• 1 year medical aid gap cover experience advantageous
• Clear criminal and credit record

Knowledge and skills 

• Good understanding of Financial Services Industry related legislation and regulation
• Fluent in both English and Afrikaans  
• Commitment to the FAIS Act and meeting Fit & Proper qualification requirements 
• Willingness to work overtime

Personal qualities 

• Selling skills 
• Computer literacy 
• Communication skills
• Planning and organising 
• Building and maintaining relationships 
• Treating Customers Fairly 
• Initiative 
• Continuous learning 
• Tenacity 
• Decision making
• Problem solving

Core Competencies

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