New Openings at Sanlam Group

PURPOSE OF THE ROLE

• To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
• Providing sound financial advice and a high level of client service in a Branch context.
• Creating opportunities for client optimisation and cross selling of value-added services.

KEY RESPONSIBILITIES

Sales delivery

• Gain and maintain an in-depth understanding of SRM product ranges.
• Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
• Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
• Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
• Conduct due diligence on clients to identify and flag risks.
• Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

In-branch client service and client retention

•  Responsible for servicing and managing all client profiles to ensure clients remain on the books.
• Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
• Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
• Manage persistency of client payments in favour of both the branch and the client.
• Gain insight into client risk profiles to proactively identify where support will be required.
• Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
•  Responsible for in-branch servicing in line with client experience standards:
• Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
• Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

Quality, compliance and continuous development

• Remain up to date with and continuously adhere to compliance and quality standards.
• Keep up to date with own registration, product knowledge and maintenance of own CPD points.
• Identify risks and flag potentially fraudulent activities.
• Keep and store relevant records of advice.
• Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making.

Monthly planning and reporting

• Responsible for reporting on activities daily, through using relevant technology platforms.
• Collate data on activities to deliver on weekly and monthly reporting deadlines.
• Perform any ad-hoc requirements as requested by the Retail Branch Manager.

Qualifications

• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment)

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What will you do?

• The Executive Assistant will provide high-level secretarial, administrative, and organizational support to EXCO members, ensuring efficiency in daily operations. This role requires exceptional discretion, professionalism, and the ability to manage multiple priorities in a dynamic environment.

Key outcomes

The following outcomes will be expected from the Executive Assistant:  
Executive Support:

• Provide confidential secretarial and administrative assistance to EXCO members.
• Manage correspondence, communications, and information flow on behalf of executives.

Diary & Travel Management:

• Efficiently coordinate and manage executive schedules, including appointments and meetings.
• Arrange local and international travel, including flights, accommodations, and itineraries.

Meeting Coordination & Documentation:

• Schedule and organize meetings, presentations, functions, and conferences.
• Coordinate board meetings, including compiling and distributing board packs.
• Prepare reports, including the Chief Executive report.
• Accurately record and distribute meeting minutes.

Administration & Office Management:

• Handle incoming client queries, redirecting or resolving them as required.
• Manage invoice processing and payments.
• Oversee email, document management, and general office administration.
• Ensure efficient telephone and task-specific administrative support.

Stakeholder & Client Liaison:

• Serve as the primary point of contact between EXCO members and internal/external stakeholders.
• Build and maintain strong professional relationships.

Ad Hoc Tasks:

• Assist with finance-related administrative tasks.
• Support various projects and initiatives as required.

What will make you successful in this role?
Qualifications and experience

• Matric / Grade 12
• A Secretarial Diploma or similar qualification 
• Minimum of 5 years in a Personal Assistant capacity at Executive Management level in the Financial Services environment
• Proficiency in MS Office (Outlook, Word, Excel, PowerPoint, Internet)

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What will you do?

• Review current dashboards in operation. Sales and operational
• Analyze the usage, relevancy and efficiency of dashboards. 
• Assist with understanding, analyzing and monitoring datasets (SCI Cube and Datahub)
• Constantly Improve data integrity
• Monthly updates of AUM and Flow reports to external managers
• Monthly updates of the long only and hedge fund storyboards/full presentations.
• Playing a key role in the stewardship of positive client relationships and the retention of clients
• Ensure that monthly reports and communication are saved in the correct folders
• Manage the process of product development implementation (registering/launching new funds, fund changes, manager appointment and terminations)
• Contribute towards Amplify strategy initiatives
• Ensure that business systems and reporting processes comply with regulatory requirements
• Regular meetings with MANCO and shared services on business updates, projects, and progress
• Ad hoc query requests 
• Attend manager feedback presentations to improve insights and supporting material. 
• Monitor website for operational efficiency.

What will make you successful in this role?

• The successful incumbent will have the following technical ability: MorningStar, PowerBi, MicroSoftOffice (Excel, PPT etc.)
• Understanding of the industry and the ability to work well under pressure and run autonomously,
• Stakeholder engagement across all business levels
• Appropriate undergraduate degree (Business / Economics / Mathematics / Statistics, Quants) – minimum requirement

Qualification and Experience

• Degree or Diploma with 3 to 5 years related experience.
• Knowledge and Skills
• Product strategy
• Product concept design, evaluation and prototyping
• Product development
• Knowledge Management
• Management of employees

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What will you do?

Job Purpose 

• The role is responsible for planning and supervising a specific functional area within the Investment Administration team (i.e. Switches, Transfers and Estates, New Business, Client Communication, Repurchases, Bulk, Maintenance, Indexing) thereby ensuring smooth running of day-to-day processes and procedures. To advise and support in the analysis, development, and implementation of best practices across the servicing value chain.

Key Outcomes

The following outcomes will be expected to be achieved by the Team Leader:

• Assist the Manager with implementing, evaluating, and ensuring that the team’s day-to-day output is in line with the servicing value proposition, and supports the overall business strategy.
• Drive accountability for the team to perform according to contracted performance areas and to deliver the highest level of service to stakeholders.
• Ensuring daily control procedures are adhered to, and pro-actively identify and report on operational risks. 
• Continuously evaluate and report on process improvements to ensure effectiveness, efficiency, and risk management.
• Mentoring and coaching of team members, including coaching in effective query management and resolution.
• Identify ways of promoting accuracy and maximising productivity within the team.
• Ensuring effective communication with internal and external stakeholders.
• Assisting with the implementation of changes to existing products and processes as well as new products. 
• Maintaining high levels of teamwork within the Operations team, different departments, and external parties to resolve client queries.
• Evaluating problems regarding service issues and enquiries to determine their importance and urgency, perform investigations when necessary and respond with an appropriate solution in a timely manner.
• Responding in a professional, timely and empathetic manner to both written and telephonic enquiries from internal and external clients.
• Building and maintaining professional relationships with intermediaries as well as other internal and external stakeholders.
• Having and maintaining a technical understanding of all Glacier offerings and the ability to apply that understanding to daily outputs.
• Identify training needs and talent within the team and assist with the implementation of effective training and development, both on the job and via external courses if applicable.
• Seeing to the overall well-being of the team and meeting their needs and expectations where necessary.
• Assist the Manager with performance reporting and data analysis.
• Contribution to ad hoc projects aimed at streamlining processes and helping ensure that it is successfully implemented within the wider team.

Qualifications and Experience

• Grade 12 certificate 
• Relevant tertiary qualification (Commerce/Management Certificate/Degree/Diploma) advantageous
• A minimum of 5 years’ experience within the LISP industry
• Experience with process improvement methodologies 
• Strong interpersonal and client relationship skills
• Strong communication skills (both verbal and written)
• Excel proficiency at an intermediate level will be to your advantage

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Job Purpose

• To be responsible to contribute to the high standard of quality by efficiently verifying and processing instructions received by Glacier Life Investments team as well as providing excellent client services to internal and external parties.

Key outcomes

The following outcomes will be expected to be achieved by the Life Investments Specialist Consultant:

• Assist the Support Manager in the LIFE NUB team with the day-to-day administration tasks aligned with the servicing value proposition and in support of the overall business strategy. 
• Assist the Support Mangers to drive accountability for the team to perform according to contracted performance areas and to deliver the highest level of service to stakeholders.
• Actively identify opportunities for process improvement, evaluating and reporting on enhancements that promote efficiency, effectiveness, and risk management.
• Effective Query management and resolution.
• Ensuring clear and effective communication with both internal and external stakeholders.
• Maintaining high levels of teamwork within the Operations team, different departments, and external parties to resolve client queries.
• Evaluate service-related problems and inquiries, determining their significance and urgency. Conduct thorough investigations when required and respond promptly with appropriate solutions.
• Responding in a professional, timely and empathetic manner to both written and telephonic enquiries from internal and external clients.
• Having and maintaining a technical understanding of all Glacier Life offerings and the ability to apply that understanding to daily outputs.
• Verify instructions form stakeholders to ensure compliance with business rules and legal regulations. 
• Liaise with intermediaries, clients, brokers consultants, and others to obtain necessary information or clarify instructions, while keeping stakeholders updated via telephone, fax, email, etc. 
• Additionally, to maintain real-time updates in the Workflow system to track progress accurately. 
• Ensure that you report suspicious activities timeously to the relevant departments. 
• Assist Process Assistants with queries regarding data capturing by means of coaching
• Journals to transfer money between policies
• Placing of once-off debit orders
• Telephone enquiries
• Quality Assurance of the work done by the Process Assistants
• Re-issues
• Key controls
• Investigation of unallocated money
• Assist line manager with complaints and special investigations
• Co-ordinator of data fixes
• If business volumes necessitate it, assist with data capturing of NUB, Alt and Continuations
• Assist the line manager with workflow management as and when required
• Various other tasks that might be needed from time to time to issue Single Premium products on the Epsilon and Legacy platform
• Capturing of ROT’s

Qualifications and experience

• Matric / Grade 12
• 3 years’ experience with New Business products, processes and rules, specifically Epsilon and Legacy
• Consistent good KPA performance
• the product and fund rules will be to your advantage
• Strong analytical and problem-solving skills
• Strong interpersonal and client relationship skills
• Strong communication skills (both verbal and written)
• Understanding Excel proficiency at an intermediate level will be to your advantage
• Consistently meeting target quality and production rating
• Relevant financial qualification would be to your advantage