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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...
Read more about this company
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 through ‘back-office’ 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 Client Services Consultant will be responsible for providing exceptional customer service to clients in the investment industry. The successful candidate will act as the primary point of contact for clients, ensuring that they receive timely and accurate information and resolving any issues or concerns they may have. The role requires a strong understanding of the investment industry, as well as excellent communication, analytical, and problem-solving skills.
Key Responsibilities:
- Act as the primary point of contact for clients, responding to inquiries, providing information, and resolving issues.
- Develop and maintain strong relationships with clients, always providing exceptional customer service.
- Coordinate with internal teams to ensure timely and accurate delivery of client requests.
- Collaborate with sales and marketing teams to support client acquisition and retention strategies.
- Analyse client data to identify trends and areas for improvement in service delivery.
- Keep abreast of market trends and developments, as well as regulatory changes, and communicate relevant information to clients.
- Contribute to the development of client service policies, procedures, and best practices.
- Participate in industry events and conferences to promote the company's services and build relationships with clients.
What will make you successful in this role?
- Minimum of 2 years of experience in client services within the investment industry
- Strong understanding of investment products, services, and industry regulations
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal teams.
- Strong analytical and problem-solving skills, with the ability to analyze data and identify trends.
- Ability to work independently and as part of a team, with a strong focus on delivering exceptional customer service.
- If you have the required experience and qualifications, please apply with your resume and a cover letter outlining your suitability for the role.
go to method of application »
What will you do?
The core focus of this role is generating quality sales opportunities for the Distribution channels. Key responsibilities for this role are;
- Achieve the minimum production norms & targets set
- Quality outbound calls to clients with the aim of creating quality sales opportunities
- Adhere to the quality standards of the Sanlam Direct CCC
- Record client information and requests on the Sentrix system
- Handle and appropriately refer customer complaints and objections
What will make you successful in this role?
Qualification & experience
- Matric (or equivalent qualification)
- Call Centre experience (Outbound would be an advantage)
- Previous financial services experience will be advantageous
- Minimum 3 years Call Centre experience
Knowledge and skills
- MS: Office (Excel, Word, PP, Outlook)
- Knowledge of Sentrix
Core Competencies
- Cultivates Innovation
- Client Focus
- Drives Results
- Collaborates
- Flexible and Adaptable
Personal Attributes
- Plans and Aligns
- Communicates Effectively
- Action Orientated
- Optimising Work Processes
- 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 main purpose of this job is rendering a support service to all Claims (e.g. Maturity, Instalments and Death Claims) related teams where Sanlam is holding unclaimed benefits. This role will assist with the administration to trace claimants and obtain outstanding information to assist the Claims teams to continue their claims assessments.
- Handling of items on Unclaimed benefits accounts for Death and Instalments
- Reporting and tabulations
- Tracing of clients
- Upload information to a third party tracing company
- Verbal and written communication/correspondence
- Settling client tracing enquiries
- Identify and report system errors
- Keeping record of daily production
What will make you successful in this role?
Experience, Knowledge & Skills:
- 2-3 years appropriate Money Movement experience / knowledge
- Computer literacy (Excel & Word)
- Understanding client needs
- Previous tracing experience
- 2 – 3 years bank and Financial industry knowledge / experience
Competencies:
- Building customer loyalty
- Building and maintaining relationships (CRM)
- Problem solving
- Communication
- Concern for accuracy
Qualification and Experience
- Grade 12 with 2 to 3 years related experience.
Knowledge and Skills
- Processing transactions and conduct simple calculations
- Record keeping; filing and maintenance of databases
- Maintain work standards and quality verification
- Data Collection and processing of transactions
- Procedures Knowledge
Personal Attributes
- Plans and aligns - Contributing independently
- Interpersonal savvy - Contributing independently
- Communicates effectively - Contributing independently
- Optimises work processes - Contributing independently
go to method of application »
What will you do?
Provide End User Support for End Point Devices(Remote and Face to Face Support) at the Sanlam Major Sites according to the agreed Client Service SLA. This will include the effective support of Incidents, Requests and Service Requests(SRS). Ensure maximum uptime and productivity for all users(Minimum downtime/impact for users as result of IT issues and requests within SGT’s control)
What will make you successful in this role?
- Assist users with day to day IT issues
- Providing End User Support to End Users
- Quality Incident Resolution
- Regular and timeous feedback to user on the progress of outstanding incidents, requests and SRS's(Verbally and including updating of the relevant Incident, Request or SRS on the Call Ticket System)
- Assist to get new users operational on End User Devices as per the Requests from Business
- Ensure that all Software is working correctly before handing over a new workstation to the End Users
- Troubleshooting Application issues including MS Teams and MS Office
- Escalating issues that cannot be resolved timeously
- Updating and concluding incidents, requests and Service Requests on the CA and SRS system within the agreed SLA
- Provide Remote support to End Users (Including WFH users)
- Managing and supporting incidents logged within SLA agreements
- Provide feedback and update outstanding Open incidents and requests logged on CA
- Providing First Line Support diagnosis and support for Output Device services
- Contribute to the End User Knowledge Base
- Escalating re-occurring incidents and providing input to the End User Problem Management Forum
- Ad Hoc assistance with Projects and Application Releases if and when require
Qualification & Experience
Qualification:
- Matric
- ITIL(V3/4)
- Relevant OEM Certification
- Relevant Hardware Certification
- Relevant MS Certification
Experience:
- 3 - 4 Years experience in IT software and hardware, Desktop and Laptop support
- Basic Knowledge of Active Directory and SCCM
- Basic knowledge of ITIL practices
- M365
- Web Browser(Chrome, MSEdge & IE)
- Zscaler
- Anti-Virus Software
- Basic Operating System knowledge
- Output Device Support
- Team Viewer
- Basic Network Troubleshooting skills
- Service Management and Call Ticketing systems(Eg. CA Unicenter and BMC)
Knowledge and Skills
- Computer installation and repairs
- Reporting and Administration
- Services Knowledge
- Problem Tracking tool
- Technologies
- Personal Attributes
- Communicates effectively - Contributing dependently
- Decision quality - Contributing dependently
- Action orientated - Contributing dependently
- Optimises work processes - Contributing dependently
go to method of application »
What will you do?
This role will form part of the SanlamConnect Business Solutions office structure. This role will be responsible for the implementation, monitoring, reviewing, and reporting of IT policies, standards, and guidelines for the effective management of IT and Information Governance within SanlamConnect. The role must ensure the required IT controls and governance practices are established and implemented across SanlamConnect.
What will make you successful in this role?
- Driving Governance policy adoption.
- Conduct policy and standards self-assessments, gap analysis and implementation plans for the business.
- Develop, roll-out and maintain supplementary IT standards for the business.
- Co-ordinate IT and Information Governance workshop sessions with business and business partners.
- Train and support the SanlamConnect business on IT and Information Governance processes.
- Put forward recommended strategies to implement IT and Information Governance within SanlamConnect.
- Develop, roll-out, monitor and track IT and Information Governance implementation plans and collaborate on detailed reporting.
- Monitor and track progress on governance implementation and remediation actions in the business.
- Ensure SanlamConnect adherence to the Group IT and Information Governance standards.
- Assisting with reporting for Group Governance Forums.
- Working with the CIO, IT Senior Managers and key IT stakeholders to facilitate IT audit execution together with internal and external audits
Qualification and experience
- Must have completed and be in possession of a 3-year National Diploma or Higher in IT/Information Systems/Business Administration
- 3 -5 years relevant IT Governance, IT risk or IT Audit experience
- Experience in supporting Senior IT Management or the CIO will be advantageous
- ITIL and COBIT foundation certification would be advantageous
Knowledge and skills
Knowledge of:
- IT Financial management principles
- IT Service Management principles
- IT Supplier management principles
- IT Governance Framework to ensure regulatory compliance requirements are embedded within governance structures
- Experience with reporting and administration
- Excellent communication skills, both written and verbal
Core competencies
- Customer Focus
- Collaborates
- Cultivates Innovation
- Drives results
- Being resilient
Personal attributes
- Planning and organising
- Influencing
- Communication
- Analytical thinking
- Decision making/problem solving
- Work standards
- Continuous learning
- Building and maintaining relationships
- Attention to detail
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
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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.
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 business
What's in it for you?
- Unique remuneration structure that will see you well rewarded for your success
- Get to manage your own income
- Work with visionaries in the industry who value entrepreneurship and creativity
- Represent one of the top well respected South African companies
- Be invested in and grow your talents
What will make you successful in this role?
Qualification and 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
- Atleast three years Broker Consultant experience and currently in a Broker Consultant role
- Strong focus in Investments and Business Assurance
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
- Willingness to travel
- Must have a valid driver's licence and reliable motor vehicle
Personal Qualities:
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Decision quality
- Action orientated
- Plans and aligns
- Business insights
- Treating customers fairly
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What will you do?
As an RPA Architect at Sanlam, you will play a crucial role in designing and implementing robotic process automation solutions that streamline business processes, enhance productivity, and optimize operational efficiency. You will be responsible for leading RPA projects or Initiatives from inception to implementation, ensuring that they align with our business goals and technology strategies.
What will make you successful in this role?
- Defining application and technical architecture structure, ensuring that it meets the business requirements and performance goals, that the technical direction is consistent with the client’s long-term direction
- Leading application and technical architecture analysis, design, and implementation, to ensure that the solution fulfils the requirements
- Transforming functional requirements into technical specifications by taking security, performance, maintainability, extensibility, scalability and availability into account
- Collaborate with other Architects to ensure compliant component integration architecture delivers optimal performance
- Reviewing application and technical architecture deliverables throughout the RPA Agile Development Life Cycle process to ensure quality and requirement traceability
- Responsible for roadmap for future changes
- Delivery of documentation, architectural diagrams and deliverables to Business and other Architects
- Assist production support with deployment, backup, disaster recovery and system performance
Qualification
- Grade 12
- Relevant IT Qualifications (IT Diploma or Degree) and Automation anywhere certifications will be a strong recommendation.
Experience:
- 5 years relevant experience in System and Architectural Design will be a strong recommendation.
- Proven experience as an RPA Architect or similar role, with at least 5 years of hands-on experience in designing and implementing RPA solutions.
- Experience in life assurance or broader financial services industry an advantage.
- Leadership experience with the ability to lead and motivate cross-functional teams.
Skills:
- Strong leadership and project management skills, with the ability to lead and mentor a team.
- Excellent communication and interpersonal skills to collaborate effectively with both technical and non-technical stakeholders.
- Exceptional problem-solving, analytical, and communication skills.
Knowledge:
- Strong expertise in RPA tools such as UiPath, Automation Anywhere, or Blue Prism.
- Excellent understanding of process automation, workflow design, and process optimization.
- Solid knowledge of IT infrastructure, security, and data privacy best practices.
- Expertise in Automation anywhere, including proficiency in bot development, integration, and platform features.
- Proficiency in programming languages (e.g., C#, Python) and scripting.
- Strong understanding of business process analysis, optimization, and transformation.
Personal Attributes
- Manages complexity - Contributing through others
- Optimises work processes - Contributing through others
- Cultivates innovation - Contributing independently
- Collaborates - Contributing independently
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What will you do?
As part of the development team, you would be responsible to produce quality software according to business requirements. You need to assist with the deployment and monitoring of the developed systems in development, testing and production environments.
What will make you successful in this role?
- Provide recommendations and cost/man-day estimates for implementing changes
- Maintain existing systems according to change requests
- Produce appropriate software programs that satisfy the specifications
- Test own programs and artefacts to ensure correctness
- Debugging of programs
- Provide:
- Test information to Testers
- Progress to the project manager or team lead
- Recommendations and cost or man-day estimates for implementing changes
- Standby or support (if and when applicable)
- Assist with the implementation of changes into the Production environment
- Document changes implemented and programs
- Problem solving, root cause analysis and user assistance (functional)
- Technical support and assistance to others on own programs or systems
- Mentorship of junior team members
- Quality Assurance of junior team members’ code
- System application and performance benchmarking information
- Implement updates and releases of 3rd party software packages
- Execution of disaster recovery processes
Qualification
- Grade 12
- Relevant IT Degree or Diploma will be a strong recommendation
Experience:
- Minimum of 5 years’ experience within application development
Experience in:
- System Analysis (advantageous)
- Writing web services (SOAP/XML) and (REST/JSON)
- Web development (Javascript, PHP, CSS, HTML)
Skills:
- Java Standard Edition (J2SE)
- Java Enterprise Edition (JEE)
- JEE application servers
- Tooling
- JEE application frameworks
- IBM AIX or Unix skills
- Database skills and SQL
Knowledge:
- Agile methodology
- SDLC methodology
- Relevant program languages
- Problem analysis and problem solving techniques
- Impact Analysis Techniques
- Documentation frameworks, tools and standards
- Project management principles
- Deployment process in the development phase
- Financial product knowledge (advantageous)
- Knowledge of Identity and Access Management systems (advantageous)
Personal Attributes
- Optimises work processes - Contributing through others
- Action orientated - Contributing independently
- Collaborates - Contributing independently
- Cultivates innovation - Contributing independently
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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 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?
To provide and deliver an effective and comprehensive administrative support service to the management team, as well as fulfil a first-line client interaction point function. Act as a liaison in the relationship between the Managers and the Advisors (to enhance business continuity) and existing and potential clients.
The ideal individual must have strong administrative skills and strong planning and organisation skills, be detail-orientated, structured, have good communication skills and the ability to multi-task in a high-performance culture environment.
Provide secretarial support to the business unit and management team in terms of the following:
- Diary management/reminding Manager of important tasks & deadlines
- Mail and information management
- Client liaison
- Time and priority management
- Office and telephone administration/maintaining procedures/administration systems
- Typing, compiling & preparing reports, presentation & correspondence
- Monthly financial payments (SAP4/HANA & Staff reimbursements)
- Order supplies & SRS requests/budget control
- Facilitate activation and termination of broker contracts & additional codes
- Contract revision & adhoc REMS requests as per the approval framework
- Regional debt management
- Leads management
- Events management – Regional training interventions, conferences & functions
- Monthly meeting management – minute taking, catering, agenda, presentations
- Arranging of staff training interventions
- Travel IT - Travel arrangements (booking and arranging travel, transport & accommodation)
- SAP capturing (training)
- Monthly feedback
- Graduate arrangements
- Address book
What will make you successful in this role?
Qualification and Experience
- Matric
- Certificate/diploma in administration/secretarial would be advantageous
- 2 years’ proven experience in office administration and/or as personal assistant, specifically in the financial services industry will be advantageous
- Working knowledge of MS Office Suite i.e. PowerPoint, Excel, Word
- Knowledge of SanFin, SanQuote and AutoNub would be advantageous
- Driver’s license and own vehicle essential
Personal Qualities
- Communication & Literacy
- Assertiveness
- Adaptability/flexible
- Concern for accuracy and attention to detail and order
- Technical knowledge & skills
- Treating customers fairly (TCF)
- Stress tolerance
- Problem-solving
- Decision-making
- Managing work
- Organization/Time Management
- Detailed orientated
Method of Application
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