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?
- The incumbent will play a critical role in building relationships with the relevant Corporate Brokerages as well as the SanlamConnect Business Managers who are involved with Corporate Brokerages. The collation and the integration of data and the generation of relevant reports will be an important focus of the role.
- Strategic positioning of the business area for the future:
- Build Partnership and provide support:
- Engagement with corporate business partners executives and business leaders to collate and share relevant information.
- Ensure operational and contractual obligations with corporate entities are maintained, improved, and updated
- Schedule regular meetings with all Corporate Brokerages’ management to provide monthly reports to Corporate Management and SanlamConnect- and Glacier Exco to indicate production figures and progress on strategy implementation.
- To deliver client data to the respective Corporate Brokerages, with due consideration of legal implications.
- Co-ordinate and implement marketing initiatives/campaigns as per strategy:
- Monitor and track the performance and progress of the campaigns.
- Undertake regular communications to stakeholders on activities.
- Collaborate with various stakeholders:
- Be the link / coordinator and “go to person” for strategic engagement and relationship management.
- Ensure Sanlam as a group are relevant and well represented as a brand in the corporate brokerage market.
- Work across functions with peers to ensure collaboration for shared goals.
- Manage the financial discipline of the division as it relates to budgets, business targets, performance, and financial reporting:
- Ensure all payments/authorisations are in adherence to the approval framework.
- Secretarial support
- Travel arrangements
- Diary management
- Mail management
What will make you successful in this role?
Qualification & experience
- Matric
- Relevant Degree with quantitative components
- Relevant Diploma with quants components
- Business, or Commercial Degree,
- Sound Financial Services experience within the corporate environment.
- Worked within a Sales & Distribution environment and/or the Financial advice industry
Knowledge
IT
- MS: Office (Excel, Word, Power Point)
- Outlook
- Various sales and MIS tools (basic)
- myWorkSpace
- Sap4Hannah
Business
- Broad and significant Financial Services Industry knowledge/understanding (including Banks)
- Financial Services Product Knowledge (Sanlam and competitors)
- Sound understanding of the SRA, SanlamConnect and Glacier Strategy
- Sound experience in the drivers of solutions
- Proven ability to work cross-functionally and/or in partnership models
- Financial and budget management
- Strategy Planning and implementation
- From a regulatory perspective comprehensive understanding of the following are important (POPIA / FAIS and RDR)
- Understanding the processes within Sanlam, the Brokerage and Brokers
- People management experience with a solid understanding of leadership and culture
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 cliens 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.
go to method of application »
What will you do?
- This is a specialist role, responsible for research, design, development and delivery of training and workshops for Sales and Support staff of SanlamConnect. Supplementary to this role are duties such as supporting the business with queries resolution and information updates.
- The position will ideally be based at the Sanlam Head Office in Bellville, but we will only consider the regional office in Gauteng (Meersig) as an alternative option to Bellville.
What will make you successful in this role?
Research, design and development of programmes that drive:
- practice management and development of intermediaries;
- relational training which augments relationships between support staff and intermediary, and intermediary and client; and
- training of the relevant intermediary support roles in the business.
- Practical understanding and interpretation of intermediaries Fit & Proper requirements to support development of programs
- Undertake training needs analyses with key stakeholders
- Structure and write training material according to adult learning principles and in competency-based formats
- Design of blended learning interventions using LMS and other available tools
- Facilitate various inhouse training workshops in a professional and effective manner
- Develop, administer and score workshop assessments
- Coaching and mentoring of internal clients
- Report writing – Data, Analytics, Insights
- Attend various meetings and undertake project support as and when required
- Undertake regular regional visits
Specific role requirements
- Must be willing to travel
- Must have a valid Code 08 driver’s license
- Must have own reliable transport
Qualification and Experience
- Degree in Commerce/Finance/Law
- Financial services working experience, ideally within a sales and or support environment
- Experience in coaching (a relevant qualification will be advantageous)
- Experience with authoring e-learning tools
- Experience in Instructional design and/or technical writing
- Experience in research and development
- Experience in database management & analysis
- A Post Graduate Diploma in Financial Planning will be advantageous
- Registered INSETA Assessor and Moderator
- Experience working in a related role in an intermediary support environment
Knowledge and Skills
- Technical writing
- Skilled in managing key stakeholder relationships
- Multimedia, curriculum and course development
- Creative problem solving ability
- Ability to work independently or as part of a team
- Formal presentation & excellent communication skills
- Skilled in influencing and coaching
- In depth knowledge on laws governing the life assurance industry
- Excellent understanding of the financial advice process
- Skilled in developing training solutions
- Experience in practice management and client financial needs analysis tools
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 cliens 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.
go to method of application »
What will you do?
- Sell life insurance telephonically
- Achieve sales targets
- Adhere to Quality and Compliance processes to minimize business risk
- Maintain optimal operational efficiencies based on productivity measures
- Adapt and change to fit in with changing business operational requirements
- Sales objection handling
- Build and maintain good client relationships
- Keep abreast of developments and trends in the Industry – self learning
- Ensure commitment to the FAIS Fit & Proper qualification requirements
What will make you successful in this role?
Qualification & experience
- Grade 12 qualification At least 2 years’ experience within a Sales Outbound Call Centre selling insurance (with targets attached to the sales)
Knowledge and skills
- Good understanding of Financial Services Industry related legislation and regulation Understanding of sales processes and servicing industry Outbound Sales experience is required Fluency in English and one other South African official language A clear criminal and credit record Commitment to the FAIS Act and meeting Fit & Proper qualification requirements Willingness to work overtime in order to achieve targets. Being fully computer literate.
Personal attributes
- Interpersonal Planning and organizing Building and maintaining relationships Treating Customers Fairly Initiative Results Driven/Achievement orientated Continuous learning Tenacity Objection handling skills Team orientated Ability to receive and implement feedback
Qualification and Experience
- Grade 12 with 3 to 4 years related experience.
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About the role
- As a data scientist your work is a canvas for change, painted with the data you explore and the insights you uncover. You're not just joining a team; you're embarking on a mission to reshape the financial landscape for all Africans, making tomorrow not just different, but better. Turning data into pathways, obstacles into stepping stones, and potential into reality. Together, we can build lasting financial confidence across Africa, one insight at a time.
- This is a data science role focusing on acquiring as many quality clients as possible through digital marketing, in the most cost efficient way possible.
What you'll achieve in the first 12 months?
- We have all the data we need to understand, measure and influence client acquisition. Work across the end-to-end client acquisition journey, from off platform to product conversion, to ensure data is created and consumed in a way that enables you to bring them together to fuel your insights and modelling. Ensure data quality and interoperability is owned at source by working with engineers, architects, and marketers across the ecosystem. Success will be measured by the completeness and quality of data, facilitating a comprehensive view of the client acquisition journey.
- We can reliably and predictably attract the targeted segments of the market onto our platform: Collaborate with campaign managers to iterate on marketing campaigns, refine our segments and establish the most cost-effective way to bring prospective clients to our website to evaluate our products. Produce insights, run experiments, and develop predictive models to optimise channel specific campaign performance and cross channel spend. E.g. What budget and channel allocations do we need to hit our client acquisition and cost of acquisition targets for segment X next quarter? Success will be measured in the number of quality clients acquired through each campaign and efficiency of the spend on it (e.g. client LTV / CAC, campaign ROI).
- Prospective clients have all the relevant information and advice they need to understand their needs and build confidence in our products: Work closely with UX designers and user researchers to create the best landing and evaluation journey experience for prospective clients, optimising content and journey’s that are best suited for each segment. Involve user researchers to uncover the why behind the what. E.g. Which web pages contribute most to an acquisition? Do people prefer handholding through our Call Centre Agents or directing their own journey through long form web pages? Success will be measured by conversion of on-platform prospects who enter the qualification funnel and through qualitative surveys about their confidence and experience.
- Once a client decides, the rest of the product onboarding process is so transparent and frictionless, there’s almost no drop off: Work with product houses to identify points in the product application and onboarding journey that cause drop off. Work with user researchers to optimise for maintaining transparency and confidence, while addressing any accessibility needs. E.g. Which parts of the onboarding process require the longest time, how can data and ML be used to reduce or even eliminate it? Success will be measured in completion times and rates in this final step of the process.
- As a team, we always know how well we’re performing and (roughly) why: Create datasets, metric frameworks and visualisations that together provide information-rich stories about our activities and their performance. These stories should cover everything from the digital marketing channels and partners we’re using, to the format and nature of the content (e.g. video vs image, animal photos vs people photos). Leverage computer vision and/or NLP as a service to enrich your data to support this content rich analysis. Success will be measured in the depth of understanding, and minutes it takes, for the team to learn about their key metrics and drivers.
How you'll think
- You’re high agency. Looking for ways to do, instead of reasons not to.
- Where some see impossible, you see a way: Turning obstacles into opportunity, chance into change.
- You love creating more with less. Knowing that the biggest impact is born of the smallest acts.
- You seek out and value different perspectives. Believing that when we change how we look at things, how things look for us also changes. Making tomorrow not just different, but better.
What you'll enjoy
- Being in a high ownership, high ambiguity, high autonomy environment where the impact of your work matters. The ideal environment for your capability growth.
- Learn from the best. Get guidance from some of the most seasoned professionals around. Our mentorship vibe is all about growing together, both professionally and personally.
- Diving into projects that touch the lives of millions. Making a real difference in how people manage their money and plan their lives.
- Working with modern technologies, from Snowflake to SageMaker and AI-as a service AWS, leverage world class technologies to launch into your work
Qualification and Experience
- Degree or Diploma with 4 to 6 years related experience.
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Job Purpose
- The Client Service Consultant Operations will be responsible for the capturing of investment related instructions received from various stake holders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as providing excellent client services to all stakeholders at all times.
Key Outcomes
The following outcomes will be expected to be achieved by the Client Service Consultant Operations:
Verifying of Instructions received from various stakeholders
- Ensuring all instructions received comply with the business rules and legal regulations
- Liaising with all relevant role players e.g. intermediaries / clients / broker consultants, etc. to obtain any outstanding information / documentation or to clarify instructions received
- Inform the relevant role players via telephonic contact or email in order to keep them updated on the progress of instructions received
- Ensure that Workflow system is updated at all times with progress
Capturing of Instructions
- Capture all valid instructions received timeously and accurately on our processing system
Reporting
- Ensure that you report suspicious activities timeously to the relevant Departments
- Reporting of service failures to the relevant Support Manager
Technical Care
- Training will be a combination of classroom and self-study and you must attend all sessions and complete the relevant assignments within the agreed timeframe
- Pass all your In-House Product and Process Assessments
- Ensure that you have a technical understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs
- Liaise with Compliance / Legal on cases where FICA and Business requirements are complex and report back to the Team and document the scenario and outcome
Protecting the Glacier Brand and building relationships
- Play a key role in fostering positive client relationships and the retention of clients
- Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency
- Active participation in the business’s continuous improvement by identifying and proposing solutions to process and service-related failures
Adhoc tasks
- Client service project involvement as required
- Resolving queries received from various stake holders timeously
- Assist any processing department where assistance is required
Qualifications and Experience
- The Client Services Consultant role is an opportunity designed for recent graduates with under 2 years of work experience
- Relevant tertiary qualification
- Linked Investment Service Provider experience (Advantageous)
Skills and Competencies
- Growth mindset and resilience
- Performance-driven individual who thrives on challenges
- High adaptability and agility
- Strong focus on client needs with empathy and client-centricity
- Exceptional verbal and written communication skills
- Ability to handle complexity and high-pressure environments
- Analytical thinking, attention to detail, and problem-solving abilities
- Genuine passion for people and commitment to service excellence
- Dedication to building meaningful client relationships
- Willingness to work flexibly, including overtime, to meet client and business demands
- Strong commitment to honesty, integrity, and respect
- Positive, enthusiastic, can-do attitude
- Ability to thrive both independently and within a team enviroment
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What will you do?
- We are looking for an experienced SAP S/4HANA functional consultant, with ambition to grow their career as a Solution Architect within the SAP Finance stream. This stream, at varying degrees, includes within its suite:
- Finance
- Procurement
- Sales
- Contracts and Lease Management
- Enterprise Asset Management
- Master Data Governance
- SAP Data Services
- Insurance Analyser
- A4O supported by SAP BOBJ
- SAP GRC
- Kofax Total Agility
- The person must have solution design, system configuration, testing and delivery experience at a senior level in either the SAP S/4HANA Finance (including Controlling) and/or Procurement lines of business.
- The successful person will undergo a comprehensive training programme to develop skills in the Solution Architecture discipline, through internal and external training programs, workshops, and certification courses to become a designated SAP Finance Solution Architect for Sanlam.
- The person will be hired to be an SAP Finance Solution Architect and will be expected the perform the responsibilities outlined below in the Job responsibilities.
- The person must possess a technical understanding of relevant integration patterns within the SAP S/4HANA suite, and to external SAP and non-SAP systems:
- ALE (iDocs)
- Web Services
- Cloud Platform Integration
- SFTP
- RFC
- The person must keep abreast with the latest and planned SAP technologies and tools relating to the Finance stream and provide expert advice to business analysts and business stakeholders in search of SAP solutions.
What will make you successful in this role?
- Business and technical stakeholder engagement and elicitation of business and technology goals, objectives, priorities and requirements.
- Translation of business and technical requirements into a solution architecture to be implemented (to address both business and technical requirements.
- Design and validate a complex solution architecture to address business and technical requirements and ensure successful implementation.
- Research new solutions to address a specific or general business problem.
- Design solution integration architecture to address business and technical requirements and ensure successful implementation.
- Provide solution advisory, recommendations and guidance on the SAP Finance platforms (SAP S/4HANA Finance, SAP Insurance Analyser, SAP GRC, SAP Data Services, etc.).
- Contribute in the strategic planning and architecture definition of Sanlam SAP Finance landscape.
- Understand and interpret the business processes for which the solution architecture is being developed.
- Influence business and IT strategies ensuring collaborative alignment.
- Contribute to building Sanlam SAP Finance technical and application roadmaps (both for on-prem and in the cloud).
- Active involvement and provide guidance in the SAP Finance landscape system migration or upgrades.
- Document the overall Solution Architecture and integration to other systems in-line with the Sanlam Enterprise and Solution Architecture standards and practices.
- Present solutions architecture to different Sanlam forums (including the Sanlam Architecture Solutions Evaluation & Review forum).
- Undergo a comprehensive training programme to develop skills in Solution Architecture discipline, through internal and external training programs, workshops, and certification courses to become a designated SAP Finance Solution Architect for Sanlam.
Qualification
- Matric
- Bachelor’s degree in Computer Science, Information Technology, Information Systems, or a related field.
Experience
- Minimum of 10 years functional consultant experience in SAP S/4 HANA with hands-on senior expertise in either Finance (incl. Controlling) or Procurement. Such experience to include:
- Elicit and translate business requirements to system solutions
- Configure S/4HANA
- System Testing
- Implement reporting solutions
- Drafting documentation, not limited to functional specifications, technical specifications, system guides and presentations.
- At least 5 full life cycle implementations of ECC6 and/or S/4HANA.
- Must have experience in FIORI applications and the underlying architecture thereof.
- Proven track record of successful SAP implementations, upgrades, and support.
- Must have experience operating in a client facing or similar role.
- Experience in A40 will be advantageous.
- Experience in Business Technology Platform (BTP) will be advantageous.
- Experience with SAP Insurance Analyzer and SAP Data Services will be advantageous.
- Experience in Rise with SAP will advantageous.
Knowledge and skills
- Deep understanding of SAP S/4HANA architecture
- Proficiency in SAP design, configuration, customization, Integration and reporting toolsets.
- Strong knowledge of data migration, ETL processes, and data governance
- Excellent analytical and problem-solving skills.
- Strong communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
- Ability to manage multiple projects and prioritize tasks in a dynamic environment
- Clear evidence of continuous development and learning
- The successful candidate will undergo comprehensive training to develop skills in Solution Architecture. This will include:
- Enterprise Architecture Frameworks and Methodologies.
- Solution Architecture Design.
- Advanced training in emerging SAP technologies and industry best practices
- Participation in internal and external training programs, workshops, and certification courses to stay current with the latest SAP advancements and industry trends, and to be a well-rounded SAP Finance Solutions Architect
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What will you do?
Strategy development and business planning:
- Work with Area Manager and translate the Provincial strategy into a Branch strategy, specifying targets, objectives, and metrics.
- Contribute insights to monthly, quarterly, and annual business planning for Branches in the Region / Province
Sales and operational effectiveness:
- Communicate the Branch Strategy, sales targets and metrics to Sales teams. Identify Key Result Areas and work with Sales Managers to develop and agree team targets.
- Work with Business Owners of supporting functions, and put the right mechanisms in place (systems, processes, technology) to ensure the branch is able to deliver a service and achieve targets.
- Identify and escalate areas of improvement regarding support systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.
- Manage the capacity and daily activities of the branch, in line with targets and objectives to ensure growth in customers and profits.
- Ensure any changes relating to systems, processes, regulations, policies and products are proactively communicated and cascaded in the Branch.
Compliance, quality, and risk management:
- Ensure compliance and quality standards are effectively communicated and adopted across the Branch.
- Ensure alignment to the Treating the Customer Fairly (TCF) framework in all business practices and ensure the branch operates within the FSCA regulations.
- Identify, flag, and manage risks associated with compliance, conduct and quality in the Branch in line with the compliance and risk management framework.
People management:
- Work with Human Resources and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets in the Branch.
- Work with HR to establish and maintain good people practices in the Branch.
- Responsible for all operational people practices relating to direct reports, in collaboration with the Human Resource Function (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Manage and support the accreditation and continuous professional growth of staff functioning in the Branch
- Coach and develop team members, providing the necessary guidance, training and work exposure to ensure personal and career growth.
- Retain team members to ensure a consistent service delivery to customers. Provide input into the Employee Value Proposition and retention strategies.
Stakeholder engagement:
- Identify key internal and external stakeholders (Area Managers, Business Owners, worksites, facilities, unions, etc.). Determine effective engagement tactics that will contribute to building and maintaining relationships.
- Support Sales Managers to address escalated queries. Ensure the efficient resolution of queries and where relevant, put measures in place to prevent reoccurrence.
- Manage and coordinate the delivery of internal stakeholders supporting the teams (support functions).
What will make you successful in this role?
Qualification & experience:
- Grade 12
- Degree or a 3 year diploma in Finance/ Marketing/Business Management; or
- The recruit 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 FSB’s list of recognized qualifications at the point of recruitment.
- Must have RE5
- RE1 is business requirement from the date of appointment
Knowledge and skills:
- At least 5 years industry experience of which 3 years should be in management of sales.
- Preference will be given to those with experience in insurance sales within the entry level market.
- Sales tactics and approaches
- Stakeholder engagement and management
- Customer service and engagement
- Relevant Regulatory frameworks, policies, and standards
- Sanlam insurance products (ideal)
- People management practices and principles
Qualification and Experience
- Degree or Diploma with more than 10 years related experience.
go to method of application »
Position Overview
- The Financial Processing and Reconciliation Specialist role in a collections and payments business is crucial for ensuring the efficiency of accounting processes within Multi Data across all platforms.
- This includes managing cash flow, balancing accounts, and overseeing reconciliations with clients, all while maintaining high-quality standards in financial transactions. The primary objectives are to ensure accurate transaction processing, resolve discrepancies, support compliance with financial regulations, and enhance operational efficiency in payment processing. Ultimately, this role is essential for maintaining financial integrity and optimizing overall business operations.
Qualifications
- Diploma / Degree in Accounting will be advantageous
- Appropriate Money Movement experience/ knowlegde
- Computer literacy (Excel & Word)
Experiences
- 3 – 5 years’ experience in reconciliation
- Multi Data system knowlegde
- Bank and Financial industry knowlegde
- In depth knowledge of SAP S/4 HANA System
- Multi Data processes and services (Collections and Payments)
- Legislation regarding Bureau industry
- Management Reporting
- Investigative Techniques
- System within Money transfers
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Job Purpose
- The Client Service Consultant Operations: Indexing will contribute to the high standard of quality by efficiently verifying and allocating various instructions to the different teams, received by Glacier.
Key Outcomes
- The following outcomes will be expected to be achieved by the Client Service Consultant Operations: Indexing
Verifying of Instructions received in our various mailboxes.
- Accurately verifying and directing the various instructions received from internal and external parties on the internal workflow system according to specific work types.
- Indexing and scanning of documentation on the company’s internal system within Service Level Agreement times
- Investigating causes of undelivered mail (post or email) and rectifying the address on record where necessary
- Recon of all incoming emails and faxes
Technical care
- Training will be a combination of online, classroom and self-study which must all be attended.
- Complete and pass all assignments and assessments within the agreed timeframe.
- Ensure that you have an understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs
Protecting the Glacier Brand and building relationships
- Play a key role in fostering client centric behaviour for retention of clients.
- Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency
- Active participation in the business’s continuous improvement by identifying and proposing solutions to process and service-related failures
- Actively displaying the Glacier Culture
Ad hoc tasks
- Client service project involvement as required.
- Resolving queries received from various stake holders timeously.
- Assist the Processing Floor where assistance is required.
Qualifications and Experience
- Matric / Grade 12
- Relevant tertiary qualification (Advantageous)
- Preference will be given to candidates with indexing experience.
- 2 years’ experience in finance or investment industry
- Ability to communicate fluently (verbal and written) in both Afrikaans and English
go to method of application »
What will you do?
- To provide a professional psychometrist service that supports the talent management framework, primarily focused on specialised administration; scoring; analysis and report writing enabling sound decision making during recruitment, selection; succession; performance management and developmental recommendations, and to engage with a number of stakeholders.
What will make you successful in this role?
Core outputs / tasks:
- Execute specialized administration (do assessments) of psychometric tests and other assessment methodologies in line with business needs and thereby support scientific talent decisions like readiness for a role, identification of potential and development for a future role.
- Score; analyse and interpret results that are consolidated into integrated and objective competency and psychological reports.
- Provide feedback and report on conclusive, scientific recommendations.
- Data information and digital assessments: partake in monthly statistical reporting and trend analysis; ensuring digital standardisation and legal compliance; need to assist with scheduling of candidates / recruits; create data opportunities; extract and order data required for system integration and research designs.
- Conducts / facilitates interviews as part of assessment development initiatives in order to gather relevant information about candidates that can be augmented with assessment results.
- Collaborate with internal assessment and other teams; engage with external practitioners and / service or test providers to collectively contribute to business excellence.
- The need will exist to consult with team members and specialists and to provide feedback to clients.
- Acts as custodian of assessment data digitization, ensuring that the integrity and confidentiality are maintained.
- Coordinate and support assessment and psychologically related ad-hoc projects that will add value to the business.
- Researches and keeps abreast of developments in the psychometric and assessment field, thereby maintaining a professional approach and prudent assessment policy.
Role Requirements:
Qualifications:
- Registration with the Health Professions Council of South Africa (HPCSA) as an Independent Psychometrist.
Experience:
- At least 4 years’ experience in an assessment centre or similar environment.
- Experience in data management, eg: capturing and ordering of data or basic statistical reporting.
- Exposure to client interaction / communication, including engagement with a network of Psychologists / Specialists.
- Experience in verbal assessment feedback.
Knowledge and Skills:
- Excellent knowledge of psychometric practices, including digitised assessments and underlying psychological theory.
- Knowledge of assessment / psychometric digitised platforms and reporting functions.
- Exceptional written and verbal communication to enable clear consolidated reports and feedback to relevant stakeholders.
- Prioritisation and time management in order to meet the business timelines and support talent management decisions with validation and impact.
- Excellent planning and organisational ability in order to simultaneously manage assessments, research and development projects.
- Sound quality assurance and immaculate work ethic ensuring that analysis and assessment outcomes are useful and accurate.
- Outstanding documentation control and computer literacy ensuring that data is protected and managed effectively.
Method of Application
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