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 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 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 clients 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?
- 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 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 clients 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?
- 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 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 clients 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 make you successful in this role?
What you'll achieve in the next 12 months.
- Achieve a free flow of information between internal users and your team(s): Identify and Conduct internal user research to understand data consumers’ needs and willingness to pay, improving satisfaction and adoption metrics. Success measured by increased user satisfaction scores and adoption rates.
- Establish a compelling product vision: Ensure you and your team are always able to articulate how the world for you users will be different, because of your products. Be clear about how they and Sanlam will benefit as a group, relating it to your user research. Success will be measured through internal surveys and formal approvals of the team’s OKRs by users and senior leadership.
- Establish, gain funding for and deliver an ambitious transformative roadmap: Establish a comprehensive roadmap for your products and gain the buy in of commercial and data science & analytics leaders across the business. Lead budgeting approval discussion to release investment in data to meet business needs, ensuring effective allocation of all approved engineering and financial resources. Success measured by roadmap approval and budget accuracy.
- Give your team the context and clarity they need to deliver the roadmap: Write detailed PRD's that clarify ‘the what’ for development teams effectively, ensuring timely and accurate product & feature delivery based on group needs. Provide any additional context the team needs around user stories, commercial objectives, and so on, so they’re also clear about ‘the why’. Success measured by on-time delivery and alignment with PRD specifications along with team engagement surveys.
- Define and measure team success openly: Define or refine success metrics and Service Level Objectives (SLO's) for the your part of the platform to cover adoption, satisfaction, cost as well and reliability Service Level Indicators (SLIs) such as accuracy, recency, latency and so on. Inspire your entire team to take full ownership of their performance as measured through these metrics. Success measured by continuous improvement in performance the metrics as well as unanimous approval of their definitions.
- Develop and retain world class product management talent: Hire, coach and collaborate with product managers who report to you. Create an environment that supports their high performance and champion their development. Success will be measured by the retention and development of your direct reports in terms of excellence and outcomes.
Qualification
- Matric
- National Diploma in an Information Technology related discipline or a bachelor's degree in computer science, Statistics, Informatics, Information Systems, or a quantitative field will be recommended.
Experience
- 7+ years' experience in leading data platform teams with at least 2 in a modern context with cloud technologies and autonomous high performing team organizational patterns
- Experience owning and managing a budget, including resource planning from storage and compute costs to cost of team development and retention
- A track record of high impact and investing in your own development
Skills & Thinking Preference
- Ability to collaborate effectively with various stakeholders across the organization
- Excellent leadership and communication skills
- You look for ways to do, instead of reasons not to. You are high agency, high ownership in everything you do. You know we own our future, only we can make it happen. If you find something that keeps us from our mission, you own it or work collaboratively with others until you find the right owner of it.
- Where some see impossible, you see a way. You have the strong conviction in our ability to innovate and bring financial services, and financial confidence to everyone across the continent. You turn obstacles into opportunity, chance into change.
- You move fast and fix things. You publish early and often, when you fail you learn and go again. You know that speed gives you the licence to fail, because you’re moving fast enough to correct course.
- You love creating more with less. Knowing that the biggest impact is born of the smallest acts, scale is built into your thinking from day 1. This is not about meeting the needs of thousands; it’s about exceeding the needs of millions. And working through small and mighty teams is way we’ll do it.
- 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.
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 client 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 clients 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?
- 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 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 clients 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?
- 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
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 client 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 clients 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?
- 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 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 clients 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?
- Provide Epsilon Support to Sanlam Retail Affluent’s (SRA) business environments.
What will make you successful in this role?
- Analysis of production queries received.
- Provide recommended solutions for production queries.
- Problem solving, root cause analysis and user assistance for production queries.
- Provide standby and support.
- Test Interfaces to other systems.
- Debugging and troubleshooting of programs.
- Provide test information to Testers when required and applicable.
- Support of MS Access solution.
- Implement changes into the Production environment.
- Update documentation where applicable.
- Support during DR test.
- Run ad hoc and monthly programs to provide data to external systems.
- Monitor and rectify error reports daily.
Qualification
- Grade 12
- Any relevant IT Qualification (IT Diploma or Degree) will be a strong recommendation
Experience
- Minimum of 2-3 years’ experience within application development
- Proven record of exceptional work performance
- Experience with Agile methodologies will be a strong recommendation
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 client 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 clients 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?
- 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 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 clients 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 make you successful in this role?
- Works on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors.
- Analysis of change requests received for own systems and interfaces with other systems
- Analysis and documentation of changes required to systems (functional and or technical specifications)
- Interpretation of specifications received (includes data models), if applicable
- Exercises judgment in selecting methods, techniques and evaluation criteria for obtaining results.
- Maintenance of existing programs according to change requests
- Development of new programs according to change requests
- Testing of own programs to ensure correctness and testing of interfaces to other systems
- Debugging of programs
- Implementation of changes into the production environment, as part of the change management process
- Documentation of changes in programs implemented
- Updates of data model documentation and functional specifications
- Publishing of documentation as required to a central point
- Problem solving and user assistance for own systems supported (functional, not technical)
- Provision of hands-on training for own system and changes being implemented
- Provision of standby time or support when required
- Provision of batch support and standby when required
- Support and assistance with DRP(Disaster Recovery Process)
- Management of own time and delivery of tasks according to deadlines
- Network with key contacts outside own area of expertise.
Qualification
- Matric
- Any IT Degree or relevant tertiary qualification
- Java Certification will be advantageous
- AWS Certification will de an added advantage.
Experience:
- Minimum of 4 years’ experience within application development in Java Minimum of 3 years working experience in J2EE
- Practical experience with Java Server Pages, Servlets, Stateless Session Beans, JDBC, Java Messaging Service Experience with the following tools will be an advantage: IBM WebSphere, IBM MQ Series, Eclipse or WebSphere Application Developer
- Experience in web service Technologies (Design and development i.e. RESTful API’s and API modelling and testing tools
- Relational database Experience i.e. IBM DB2, MySQL, Microsoft SQL Server and etc.
- AWS Experience will be an added advantage
- Scaled Agile Framework will be advantageous
- Exposure to GIT, Gradle, Nexus, JIRA and Confluence will be advantageous.
- Experience in Microservices architecture
- UML or EA experience will be an advantage
- Relational Database experience (Experience with SQL Server development will be an advantage
- Experience with RCP development will be an advantage
- Experience in working with life insurance financial applications highly recommended
go to method of application »
What will make you successful in this role?
- 1st line business support helpdesk for systems like XPLAN via 4Me (Business processes and tools)
- System navigation and user support
- Investigate, analyse, resolve and advise on support issues in XPLAN support environment (not limited to but main focus)
- Building relationships with end users to continuously look at how we can improve their daily challenges
- Regression testing of UAT and production upgrades
- Conduct system monitoring & morning checks and mapping of accounts
- Proactive monitoring of daily recons to ensure client portfolios are always balanced
- Liaise with vendors to ensure timeous problem resolution
- Work with project teams to investigate complex issues, identify and implement solutions
- Work in partnership with other departments ensuring correct allocation of issues raised by the business
- Maintain appropriate levels of procedural documentation
- Adhere to appropriate departmental procedures and practices (such as auditing requirements, control procedures and incident management procedures)
- Communicate with end users and building relationships
- Data analysis: identify trends and recommend possible solutions
Qualification and experience
- Tertiary qualification or a relevant qualification
- XPLAN application experience (recommended)
- Problem solving exposure at business level
- Commitment to performing routine as well as investigation/analysis work tasks
- Ability to solve complex problems
- Understand and develop the business support team competency
- Financial Service / Stockbroking experience beneficial
Knowledge and Skills
- Business Requirements Definition
- Client Delivery and incident handling
- Problem Tracking Tool
- Reporting and Administration
- Technologies
go to method of application »
What will you do?
Role and responsibilities
Financial Control & Close
- Oversee the accuracy of information for preparation of financial statements, ensuring compliance with IFRS.
Ensure timely, accurate and transparent month-end, quarter-end, and year-end closings.
- Coordinate internal and external audits and liaise with auditors to ensure compliance and address any issues.
- Document internal control policies and procedures well (general close, reconciliations, inter-company, etc.)
- Effective management of the financial close process and activities.
- Ensure appropriate clearing of control accounts, reconciliations, etc.
- Manage master data changes (e.g. chart of accounts).
- Managing the taxation affairs and processes of the business (incl. corporate income tax, dividends tax, VAT).
- Liaising with internal tax experts across the Sanlam Group for specialist advice.
- Ensure compliance with tax laws and prepare tax returns.
- Identify, monitor and managing financial risks, ensuring effective mitigation strategies are in place.
- Conduct regular reviews and assessment of the adequacy of internal financial controls (IFCs) and the corresponding risk and control matrices (RACMs), including recommendations for improvements.
- Manage a proactive control monitoring process.
Budgeting & Forecasting
- Ensure a smooth target setting process with involvement of appropriate decision-makers.
- Ensure budgets are designed to meet the business plan targets and KPIs by clearly defining business drivers and underlying non-financial information that drives the financials.
- Ensure that the budget framework/principles prescribed by Group Finance is adhered to.
- Refresh forecasts to align to current performance and economic and commercial impacts (as required) on a periodic basis throughout the year, i.e. monthly, quarterly, annually.
- Ensure effective processes for tracking and improving forecast reliability.
- Support senior executives to make sound business decisions in the long and short term, through analytics driven insights.
Reporting
- Managing and overseeing the company’s financial systems.
- Actively drive financial reporting to meet prescribed organisational and regulatory deliverables and timelines.
- Drive system process efficiency improvements including the use of available Business Intelligence (BI) tools, and the design/ redesign of reports as needed.
- Identify and mitigate risks associated with financial reporting and data management.
- Collaborate across functions, including finance, tax, actuarial, treasury, IT and business units, to ensure the accuracy and relevance of management reports.
- Maintain business rules, chart of accounts and balance sheet accounts.
- Perform financial analysis of key business drivers and provide commentary on business performance and insights on future trends within the organisation.
- Active expense management.
- Analyse data and forecasts and provide reports with recommendations that enables accelerated decision-making by senior management and EXCO.
- Prepare valuations of non-life business line for reporting to the asset valuations committee (SNLACB).
- Coordinate and prepare reports to the Audit Committee and Board.
- Prepare annual financial statements (including disclosure) and the reporting packs.
- Adhere and promote sound governance principles, including the requirements of King IV and the Companies Act.
- Provide 1st line risk management support to ensure the business has a robust risk framework in place and proactively manage internal and external risk to the company.
- Update the CURA risk register quarterly.
Collaboration and relationship building
- Facilitate collaboration across departments within SFT, across the Finance community within the greater Sanlam Group and with Multichoice stakeholders, where necessary.
- Responsible for building and maintaining relationships with key stakeholders.
- Involvement in business-critical projects such as the transition of NMS Insurance Services from the MultiChoice environment to Sanlam as appropriate.
- What will make you successful?
What will make you successful in this role?
- Owns business unit and team objectives and key results (OKRs), by playing an integral part in developing and implementing the Finance OKRs that support the business OKRs.
- Being a team player and getting satisfaction from seeing the team succeed.
- The team’s success is my success.
- Owns problems that require coordination across multiple teams, roles and/or individuals.
- Encourages and facilitates creative problem-solving across teams, fostering collaboration to tackle complex challenges with limited resources.
- Independently discovers, scopes and breaks down complex impactful work for self and others, ensuring accountability and inspiring ownership for team outcomes, whilst leading by example during execution.
- A positive, client centric and growth mindset, proactively seeking self-development opportunities to increase impact through quality service delivery.
- Continuous pursuit of innovative solutions.
- Promote and uphold the brand, culture and values.
- Embodying the values of honesty and integrity.
What will you enjoy?
- Participating in and support with embedding a high-performance culture where ownership, speed and agility is required to make an impact and the knowledge that your contribution is valued.
- Learn from organisational experts and having access to a network of seasoned professionals to leverage expertise from.
- Diving into projects that touch the lives of millions. Making a real difference in the lives of people through financial inclusion and education.
You’ll be the best candidate if you have
Qualifications
- CA (SA) Qualification
- Experience in managing finance delivery
Experience
- Minimum 8-10 years senior management experience within the Financial Services Industry.
- Excellent leadership, communication and interpersonal skills (influencing and relationship building).
- Strategic thinker with the ability to translate complex data into actionable insights.
- Strong analytical and problem-solving skills.
- Ability to manage multiple projects and priorities in a fast-paced environment.
- Detail-oriented with a commitment to accuracy and pride in quality product delivery.
- Excellent team player with a collaborative approach to working with cross-functional teams.
go to method of application »
What will make you successful in this role?
Job purpose
- To plan, create and distribute quality client-facing documentation in line with the agreed practice in the Business Communication team. This includes the compilation of ad hoc client facing letters with mail merge tools, quality data management and testing of batch generated letters and statements.
Key outcomes
The following outcomes will be expected to be achieved by the Business Communication Consultant:
- Do the day-to-day distribution of Glacier’s electronic communication to clients and intermediaries
- Ensure a quality, consistent and holistic approach to documentation changes by keeping systems, process and regulatory requirements such as TCF in mind
- To keep abreast with communication techniques and implement it
- Deliver & prioritise various projects at the same time
- Create new documents from scratch in a team environment
- Influence the outcome of documents in projects considering client experience to ensure quality communication
- Proofread, translate and edit documents as required by the business
- Responsible for user acceptance testing and providing input in compiling testing matrixes
- Responsible for input into and sign-off of client statements after UAT
- Do quality assurance on team members’ work & coach for improvement
Qualifications and experience
- A degree in communication or document design will be to your advantage.
- At least 2/3 years’ experience in an investment environment where written communication and/or document design is required
- Advanced Excel & MS Word skills
- The following will be to your advantage:
- Experience with tools such as Everlytic
- Previous experience in (AUT) testing
- Creative writing skills
Competencies
- Excellent communication skills, written and verbal, in English and Afrikaans
- Knowledge of financial services and investment products
- Planning, prioritising and organisational skills
- High attention to detail, analytical thinking and problem-solving skills
- Exceptional Client Service Orientation
- Relationship building skills – ability to communicate on all levels
- Ability to work under pressure and deliver on deadlines
Attributes
- Positive, enthusiastic attitude
- Honesty, integrity and respect
- Ability to co-operate and thrive both within an independent and team environment
Qualification and Experience
- Grade 12 with 3 to 4 years related experience.
- Knowledge and Skills
- Financial advice and support
- Assist with production target achievement
- Compliance
- Partnership and network building
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
- Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
- Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
- Matric (Grade 12).
- RE1 and RE5.
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
- Class of Business accreditation (annual).
- Compliant with continuous professional development (CPD) current and past cycles.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- 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.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
- As an Actuarial Trainee Graduate, you will gain exposure to the inner workings of Sanlam and get to know its products and systems. We will assist in the development of your analytical abilities to further advance your actuarial skills. Your actuarial exam results, combined with your on-job performance, will determine how quickly you progress and are exposed to more advanced areas of Sanlam’s businesses.
Qualification and Experience
- Bachelor's Degree in Actuarial Science
- Must qualify for exemptions of at least (6) actuarial examinations by the time you graduate
Knowledge and Skills
- Strong computer skills with above-average Microsoft Office skills
go to method of application »
What will you do?
Job Purpose
- Glacier is a subsidiary of Sanlam. ‘World-class’ is a word we use often as we bring together leading experts and respected financial services companies to meet our clients’ investment needs. We take pride in delivering on being a chosen partner of acclaimed financial intermediaries through our superior solutions to our clients, supported by strong partnerships and quality service.
- Our dynamic Product Management team has many and great plans and is looking for a self-motivated individual to join the team and help develop and enhance our investment solutions.
- This role will be in the Product Management team, responsible for development and management of LISP product and solutions (in conjunction with our corporate partners) and help steer the overall Glacier product strategy. While your qualifications and experience are important to us, your fit into the Glacier culture and potential to grow and develop is equally important to us.
Key Outcomes
The following outcomes will be expected to be achieved by the Product Manager:
- Set the vision for growth within your product set and execute against ambitious goals playing an active role in defining and driving the strategy and roadmap, project planning and business development.
- Provide product management insights across the product platform, focussing on new developments and enhancements of investment solutions in line with the business strategy and as agreed with Partners.
- Coordinate all new developments and enhancements through collaboration with various stakeholders including Actuarial, Sales, IT, Client Services, Legal and Marketing to make the most impactful decisions
- Develop and communicate business plans internally to share the product vision and priorities for new product proposals or current product enhancements.
- Continually iterate to ensure that client needs are met, and that the product remains competitive.
Provide ongoing support to the Sales and Marketing teams, which would include:
- guiding the content and structure of marketing and other positioning material.
- providing training to the Sales teams and intermediaries.
- engaging, as required, with corporate clients.
- developing good relationships with business partners and regulatory authorities.
- Understand the markets, technologies, competitors and clients and stay abreast of local and international industry trends for your products and solutions.
- Manage the product lifecycle,
- Ensure that products comply with regulatory requirements,
- Working with the Partners to continually iterate to ensure that client, intermediary and corporate client needs are met, and that the product remains competitive.
- Develop and communicate business plans internally to share the product vision and priorities for new product proposals or current product enhancements.
- Understand the markets, technologies, competitors and clients and stay abreast of international industry trends for your product set.
Attributes
- You engage with people easily.
- Ability to influence positively through assertiveness.
- You value honesty, integrity, respect and authenticity.
- You are comfortable working in a driven, high-performance team.
- You can juggle many tasks, and flexible if priorities change quickly.
What will make you successful in this role?
Qualification and Experience
- Degree or Diploma with 3 to 5 years related experience.
Method of Application
Use the link(s) below to apply on company website.
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