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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?
A Technical resource with extensive Design & Development experience in the .Net software stack, Web Services Architecture, as well as Middleware and Database Development coding practices.
The person will be primarily responsible for the Enforcement, Improvement and Compliance Reporting, Refactoring and Modernization of the Quality of Application Development Technical Standards and Best practices.
What will make you successful in this role?
- Code Quality: Ensure that the Sonar-Cube Code Scanning anomalies are Investigated and prioritized in the Development Team backlogs.
- Ensure that Anomalies have been resolved permanently and in accordance with best practices.
- Report on Code Quality Anomalies stats per Development teams to ensure consistent improvement targets are maintained.
- Consistently enhance the Sonar Cube Scanning code to cater for any new anomalies detected by new Bugs, Defects and issues resolved.
- Collaborate with the SC IT and SGT Architecture Coding and Services standards are maintained and enforced in alignment with the Application Architects.
- API and Web Services management: Ensure Web Services standards and Registry is maintained. Avoid duplication of API services.
- Enforce Performance, Scalability and Security best practices are implemented as identified by the SC IT Enterprise APM Tools, like: Dynatrace.
- Ensure that Cross Platform Development efforts are alignment to ensure Consistency and Reuse of Technical components.
- Ensure Alignment of Software Development Tools and Frameworks.
- Mentor Development members: on best practices, coding standards, and Agile methodologies.
- Proactive analysis and prioritization of Coding Design and Development Anomalies.
- Channeling of Anomalies and engagements with accountable teams.
- Regular Follow-ups to ensure short term resolution and longer-term compliance.
- Contribute to setting/adjustments of Standards, contributing both SC and Group organization learning and knowledge repository/wiki [Confluence].
- Engage with Group IT [SGT] to align with strategic direction and trends.
Knowledge and Skills
- Strong understand of Infrastructure Design and Application Development best practices.
- Practical experience of Linux and Windows server Operating Systems Optimization: Design, Availability, Fault Tolerance, Scalability, Security and Recoverability.
- Acquire a comprehensive knowledge of the Technical SC Landscape and SGT Support structures.
- Practical experience with Application Development Languages, preferably: Microsoft VB and .Net and Java.
- Practical experience of Microsoft SQL Server DB setup, configurations and Debugging Toolset and SQL/T-SQL language and coding best practices.
- Working experience of Microsoft SQL Server Integration Services (SSIS)
- Practical Perimeter Security experience: Access controls, Active Directory (policies), Networks (firewalls/gateways).
- Knowledge of Install and configuring of Progress OpenEdge DB and the ABL language would be a bonus.
Qualification and Certifications
- IT Degree (preferably) with 10+ years’ Experience App. Dev., DevSecOps, Infrastructure and Solutions Design.
- IT Certification in one or more Development Technologies areas of specialization.
- 10+ years Technical Dev, Support, Ops experience in some Operations or Development role.
- Excellent Interpersonal Skills to: Coordinate, Align and Delivery between various IT teams and disciplines.
- Experience in Agile (SAFE preferably) Software Delivery methodologies.
Behavioural Competencies
- Flexible, Collaborative, and open minded – able to span, co-ordinate and delivery across multiple teams.
- Ability to work Independently and manage Time and Tasks according to priority provided.
- Have Integrity and delivery on Committed Tasks and initiatives.
- Good communicator, listener, and presenter of idea’s verbally and visually.
- Ability to Design and present high quality Presentations for SC IT and Business Management.
- Willing to cross-skill and span multiple IT roles to prioritise Business Delivery
- Inquisitive of IT trends and self-motivated to continuous learning and personal development
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 »
Purpose of the role
1st Line Operational oversight, guidance, management and coordination of corporate & regulatory governance assurance across the business; as well as operational design, direction and oversight of governance assurance implementation, monitoring & remediation processes and tools within business
Key Responsibilities
- Alleviate the complexity & burden of compliance to the business, through effective 1st Line oversight and management of:
- Regulatory & Operating Governance management & review, incl: Centralized Governance controls; Monitoring, Reporting & Analytics; and driving Sustainable Compliance Culture [within the aspects of Data Privacy; Anti-Money Laundering; Business Continuity Management; Treating Customers Fairly; FAIS; FIC; Medical schemes; etc.], including but not limited to:
- Provide governance support relating to various compliance and risk functions to first line business units within the Sanlam Corporate division
- Co-ordinate data privacy office processes (e.g. breaches), end-to-end; etc.
- Guide development & implementation of controls, incl: Governance findings Mitigation; Continuous Improvements; Regulatory changes implementation; Play a governance subject matter expert role on Business Projects at a cluster and group level, including but not limited to:
- Analyse compliance and risk requirements and ensure clarity regarding deliverables are obtained and agreed upon between 1st and 2nd & 3rd line
- Lead tactical and business improvement projects relating to compliance and governance matters (e.g. POPIA, Party Due Diligence, AML)
- Provide input into policy creation and implementation
- Stakeholder Liaison & Advisory, including but not limited to; Internal & External Assurance Provider Business Representation; Business Commentary & Advisory on Regulatory changes; continuous guidance & advisory to business on governance matters, including but not limited to:
- Engage with operational areas on risk & compliance incidents and provide guidance, including risk assessments, topical issue discussions and findings/reviews;
- Engage with risk, compliance, internal audit and external audit teams to understand and influence the governance environment, including presenting combined assurance plans to business units;
- Provide guidance to diverse business areas w.r.t. compliance, risk, internal audit operational processes and control effectiveness;
- Key Client presentations on Governance related matters
- Recognised 1st Line Governance Lead and source of truth feedback loop into 2nd and 3rd Line risk management functions
- Operational direction, lead, implementation and embedding of the Cluster’s governance strategy vision within the business
- Manage sustainable relationships with key stakeholders, both internal and external
Experience and qualifications
- Bachelor’s in Commerce degree, preferably majoring in Finance, Accounting or Auditing
- Minimum 5 years management experience in Corporate Governance related roles
- Demonstrable business analyst/project management experience
- Governance / Internal audit experience highly advantageous
- Completed 3-year Auditing articles is advantageous
- Accounting fraternity qualification is advantageous [CA(SA); CIMA; ACCA; IIA-CIA; etc.]
Knowledge and skills
- Excellent Financial, Audit & Risk management skills
- Excellent Stakeholder management skills, both internal & external
- Change management skills
- Conflict management skills
- Presentation, Analytical & critical thinking skills
- Regulatory environment understanding and exposure is advantageous
- Employee-benefits related product exposure is advantageous
- Financial services industry exposure is advantageous
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What will you do?
AML and Compliance
- assist with onboarding of clients
- re-assessment of clients
- ensure adherence to applicable laws and regulations
- appointment as MLRO
Control and Risk Management
- assist in implementing appropriate system of policies, procedures, and internal controls to address department specific risks
Company Secretarial
- assist in ensuring adherence to applicable laws and regulations and maintaining a high standard of corporate governance
Operations and Office Management
- ensuring and assisting in efficiency of operating and administrative processes and driving improvements as may be required in both
Financial Controls
- daily monitoring of incoming client funds
- transfer of funds to client accounts
- stock transfers and facilitating authorisation of payments
Qualification and experience
- Minimum of a degree in commerce/finance/accounting or equivalent professional qualification
- At least 5 years’ comparable experience in the financial services industry in an equivalent jurisdiction
Knowledge and skills
- Excellent written and verbal communication skills
- In-depth knowledge of internal control concepts, preferably in a financial services context
- Collaboration – experience in working inclusively with others / in a team context
- Resilience – demonstrated experience in meeting deadlines under pressure
- Excellent analytical and numerical skills
- Proficiency in using Microsoft Office Suite, specifically Excel and similar applications
Personal qualities
- Highly motivated, proactive, taking ownership of problems until they are resolved
- Highly organized with a high level of customer focus
- Excellent time management
- Accuracy and detail orientated
- Ability to perform well under pressure and show maturity, confidence and resilience in challenging environments
- Excellent listening, communication and interpersonal skills
- Pro-active and innovative approach to work, clients and problem-solving
- Learning agility and curiosity
- Ability to respond to changing regulations and adjust compliance processes accordingly
- Assertive
- Passionate ownership of results
go to method of application »
What will you do?
- Assist the marketing function with the implementation of integrated marketing plans in support of business objectives
- Develop project plans and monitor timelines and resources for the delivery of integrated marketing plans
- Budget tracking
- Supplier coordination
- Setup and dissemination of digital communication
- Stakeholder reporting
What will make you successful in this role?
- Ability to implement effectively and efficiently
- Ability to measure and analyse the effectiveness of marketing initiatives
- Qualification and experience
- Relevant tertiary qualification or equivalent experience
- Proven experience in project management
- A minimum of 5 years marketing experience, preferably in agency environment / financial services
Knowledge and skills
- Thorough knowledge and understanding of brand management, marketing and communication
- Practical work experience in a creative agency
- Advanced PowerPoint and Adobe skills
Personal qualities
- Pro-active self-starter
- Critical and strategic thinker
- Mature, confident, resilient
- Creative and innovative
- Analytical and detail-oriented
- Entrepreneurial
- Ability to perform under pressure
- Strong interpersonal skills with the ability to work in a cross-functional team
- Adaptable, functions well in a changing environment
- Results-oriented
- Excellent verbal and written communication skills
- Sound budget management and project management skills
- Strong problem-solving skills
go to method of application »
What will you do?
The Automation Engineer is responsible for developing, implementing, and maintaining Glacier’s test automation framework and to provide support to all IT Development teams. The Automation Engineer will provide for enough automation coverage that will guarantee comprehensive regression testing and quality.
Key Outcomes
- The following outcomes will be expected to be achieved by the Automation Engineer:
- Create and run automation scripts
- Collaborate the Lead testers / Test analysts / Devs / Architects to ensure sufficient automated regression testing coverage
- Investigate defects and log defects (where required)
- Responsible for distributing Automation reports or regular basis
- Keeping libraries and services up to date
- Mapping of controls and adding it to application code
- Support IT Development teams to deliver on their sprint testing goals
- Joint responsibility with Test analysts of maintaining automation datasheets
- Serve as the test automation subject matter expert
- Optimize automation scripts to ensure maintainable code
- Ensure stability of the automation framework and environment
- Recommend and initiate enhancements to the current automation framework to ensure relevance
- Provide input to the automation strategy to ensure increasing value-add within the functional testing process
- Mentor and guide junior automation engineers
What will make you successful in this role?
Qualifications and experience
- Relevant IT qualification
- 4+ years experience in automation scripting and automation tools
- 5+ years Functional testing experience
- Knowledge and experience in Selenium, SpecFlow, Visual Studio, Appium, Desktop Automation
- Experience in Back-end development, using C# and JavaScript
- Building Automation Frameworks e.g. BDD, AzureDevOps CI/CD, API Testing, Mobile etc
- Experience in Front-end development, using HTML5, WPF or any other popular JavaScript libraries
- Knowledge and experience of the following processes and methodologies:
- SDLC and Testing Life Cycle
- Scrum Methodology
- Prior experience in the financial services industry would be preferred
Competencies
- Problem solving and analysis skills
- Ability to perform well under pressure
- Planning and organising
- Decision-making ability
- Attention to detail
- Communication skills (written & verbal)
Attributes
- Honesty, integrity and respect
- Positive, enthusiastic attitude
- Professional work standards
- Ability to motivate self and others
Qualification and Experience
- Degree or Diploma and the required Certification with 6 to 8 years related experience.
Knowledge and Skills
- Regression testing and scripts
- System testing, analysis and reviews
- Business Requirements
- Logs and tracks and resolves defects
go to method of application »
What will you do?
Sanlam Adviser Network is looking for an experienced portfolio manager to manage the Western Cape province and the surrounding area’s through managing key stakeholders and franchise principals. The ideal candidate must be a strategic thinker who can operate in a challenging environment and deliver on key objectives and targets. The portfolio manager role form part of the management committee and reports directly to the channel head. If you also have excellent people skills, business acumen and exemplary work ethics, we’d like to meet you.
The objective of this position is to secure the functionality of the business to drive extensive and sustainable growth.
- Management of team effectiveness
- Manages service delivery through a team of internal and external stakeholders.
- Drives operational excellence through area of supervision
- Holds franchise principals accountable for managerial/supervision work, including recruitment, selection, performance management and talent management of Sanlam independent advisers.
- Identify and recruit successful franchises principals on behalf of the SAN channel.
- Manage current franchises for success need to be very assertive in management style with strong focus on relationship building, collaboration and stakeholder management
- Ability to manage key accounts and clear understanding of the macro and micro environmental factors that influence key accounts.
- Assist franchise principals to manage performance of Managers and Advisers employed by Franchise Principals.
- Ability to manage in an environment of little structure and much uncertainty and complexity.
- Must be target and sales driven, results orientated individual.
- Must be able to manage different value propositions for different stakeholders (advisers, managers, and franchise principals)
- Sales / Productivity focus
- Must be able to translate the SAN Channel’s priorities and strategies into provincial strategy.
- Must be able to allocate and utilise all resources in province to ensure that targets are met.
- Responsible for building your own business by recruiting and managing a team of financial advisers on Sanlam’s behalf
- Manage compliance and business risk
- Manage the daily business operations
- Manage performance and develop staff
- Resolve escalated operational issues
- Manage budgets
- Allocate worksites or facilities
- Manage changes within the business
- Manage relationships with key stakeholders and clients
- Ensure alignment to Treating Customers Fairly (TCF), in all business practices
- Worksite management and relationship building
What will make you successful in this role?
- Proven experience in senior sales management role
- Must have worked with senior sales people in a distribution channel
- A minimum of 6 to 8 years related experience
- Understanding of business functions such as tied salesforce, compliance, Human Capital, finance, marketing etc.,
- Demonstrable competency in strategic planning and business development
- Working knowledge of data analysis and performance/operation metrics
- Working knowledge of Information Technology/Business infrastructure and Microsoft Office
- Outstanding organisational and leadership abilities
- Aptitude in decision-making and problem-solving
- Proven track record of sales delivery through a sales team at a senior level
Qualifications
- Grade 12 or equivalent
- RE 1 and RE 5
- A relevant Diploma/ Degree such as Business/Marketing/Sales
- Relevant post graduate business or commercial degree
Knowledge and Skills
- Formulates, revises and implements the investment plans
- Investment monitoring and compliance
- Investment strategies and management of complex investments
- Recommendations and presentation of results
- Industry trends and market changes
Personal Attributes
- Self-development - Contributing through others
- Decision quality - Contributing through others
- Business insight - Contributing through others
- Financial acumen - 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
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 »
Purpose of the role
The role of the underwriter is to assess the risk of our clients based on their medical and financial status.
What will you do?
Core Tasks/ Outputs:
- Underwrite risk applications with respect to medicals, occupation, and part-time activities.
- Underwrite sub-standard cases.
- Underwrite business insurance (Buy and Sell, Key Person etc.).
- Request medical and financial requirements and/or limit requirements.
- Placement of cases according to reassurance treaty and related guidelines
Role Requirements
Qualifications:
- Grade 12.
- Relevant qualification will be an advantage.
Experience:
- At least 3 years medical and/or financial underwriting experience.
- Experience in underwriting processes will be an advantage.
- Exposure to financial underwriting and business insurance will be an advantage.
- Exposure to underwriting software/programs will be an advantage.
- Exposure to the application of underwriting and re-insurance policy will be an advantage.
Knowledge:
- Knowledge of prognosis of medical conditions.
- Understand medical terminology (anatomy and physiology).
- In-depth knowledge and understanding of financial statements and questionnaires.
Competencies:
- Communicates effectively
- Good presentation skills
- Business insight
- Decision quality
- Analytical thinking
- Cultivates innovation
- Plans and aligns
- Concern for accuracy
- Customer focus
- Collaborates
- Drives engagement
- Drives results
- Team success
- Being resilient
- Tech savvy
Method of Application
Use the link(s) below to apply on company website.
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