Open Jobs at Sanlam Group

Job Description:
Business Planning:

• Work with Branch Manager and contribute operational insights to monthly, quarterly and annual business planning. • Work with Branch Manager to determine sales targets for the team, in line with and in support of the objectives and strategy for the Branch, Area and Province.
• Sales Management:
• Communicate and manage the achievement of sales targets to ensure growth in clients and profit.
• Plan and manage the weekly and monthly activities of representatives (Financial Advisors) in line with
   

Sales Targets:

• Responsible for the operational effectiveness of the team:
• Monitor and reduce the number of NTUs (not taken up premiums). Investigate NTUs, identify problems and recommend/implement solutions to rectify.
• Secure client retention through managing the quantity of cases written by Financial Advisors and quality of service in line with relevant standards.

People Management:

• Work with Human Capital and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets.
• Coach and develop team members, providing the necessary guidance, training, and work exposure to ensure personal and career growth.

Monthly Planning and Reporting:

• Draw daily and weekly reports to monitor activities and the achievement of sales targets. Work with Financial Advisors to adjust tactics where necessary.
• Responsible for monthly reporting of sales and team activities. Analyse data to identify areas of improvement and plan for the next month.
• Conduct monthly and annual planning based on reports.

Stakeholder Engagement:

• Identify key internal and external stakeholders (branch managers, customers, commercial companies, facilities, etc.).
• Determine effective engagement tactics that will contribute to building and maintaining relationships.
• Engage with clients address escalated queries. Ensure the efficient resolution of queries and provide timely feedback.
• Manage and coordinate the delivery of internal stakeholders supporting the teams (support functions).

Qualification and Experience:

• Grade 12
• Meet the qualification requirements in line with their DOFA:
• Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
• Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
• It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category, the Manager 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 FSCA's list of recognized qualifications at the point of recruitment.
• RE 5 required from date of appointment)

Knowledge and Skills:

• At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
• A minimum of one year management experience
• Relevant Regulatory frameworks, policies, and standards
• Sanlam insurance products (ideal)
• People management practices and principles
• Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met

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Job Description:

• The financial service industry is the place to be for an ambitious professional!  
• Third party marketing brings big opportunities, big rewards  

 
Output/Core Tasks: 
Your success will come from: 

• Promoting and marketing the company products 
• Building strong relationships with brokers 
• Providing efficient service 
• Meeting and exceeding your targets 
• Supporting brokers in their practices and assist them to grow their businesses.

Qualification and Experience

• Completed Business/Commerce/Marketing degree 
• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth/Management 3 
• At least 1 year in the financial industry  
• Goal and target motivated 
• Sales and marketing orientation 
• Natural relationship-builder 

Knowledge and Skills

• To be successful you will need to demonstrate good experience in
• The financial services industry, specifically in life insurance 
• Marketing principles and sales skills in order to meet your targets 
• Experience in third-party marketing 
• Relevant regulatory legislation and compliance knowledge 

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Job Description:

• Receive weekly Qualys scans of IT systems, networks, and applications for internal and external vulnerabilities uploaded to the QlikView reporting system.
• Prioritise the vulnerabilities from most critical too least threatening. 
• Conduct weekly meetings with accountable departments to highlight, prioritise and solution their vulnerabilities. 
• Design a process for the departments to accept responsibility and commit to a timeline in which they will resolve and fix the vulnerability. 
• Keep track of commitments and escalate to senior management as required. 
• Promote these vulnerabilities to risks in the Cura system should the outstanding time reach the threshold.
• Develop and implement a comprehensive technical compliance program based on relevant industry standards and regulations.
• Ensure alignment with frameworks such as ISO 27001, NIST, GDPR, HIPAA, or other applicable standards depending on the industry.
• Conduct regular compliance audits and assessments to verify adherence to established technical standards and policies. 
• Provide guidance to cross-functional teams on compliance requirements and assist in the resolution of compliance-related issues.
• Coordinate and oversee the deployment of security patches and updates to address vulnerabilities promptly. This is done in conjunction with infrastructure management and our service provider.
• Establish and maintain a structured process for patch management, ensuring minimal disruption to ongoing operations.
• Support the implementation of patch management using tools implemented by our services providers.
• Collaborate with the incident response team to develop and enhance incident response plans related to vulnerabilities.
• Participate in the investigation and resolution of security incidents related to vulnerabilities.
• Maintain detailed records of vulnerabilities, assessments, and compliance activities.
• Generate and present regular reports on the status of vulnerabilities, compliance posture, and remediation progress to key stakeholders.
• Conduct training sessions to educate employees on security best practices and compliance requirements. 
• Foster a culture of security awareness and compliance throughout the organization.
• Evaluate and enhance security and compliance processes continually. 
• Stay abreast of emerging technologies and industry trends to recommend and implement improvements to the organization's security posture.

QUALIFICATIONS AND EXPERIENCE

• Bachelor’s degree in information security, Computer Science, or a related field.
• Professional certifications such as CISSP, CISM, or equivalent. 
• 5 years of experience in vulnerability management, technical compliance, and information security. 
• 5 years of strong knowledge of security frameworks, standards, and regulations. 
• Familiarity with security technologies and tools, including vulnerability scanning tools. 
• Excellent communication and collaboration skills. 
• Ability to work effectively in a dynamic and fast-paced environment.

COMPETENCIES

• Building and maintaining relationships.
• Teamwork and ability to function independently.
• Facilitation Skills.
• Adaptability.
• Attention to detail.
• Planning and organising.
• Ability to work independently.
• Interpersonal savvy.
• Decision quality.
• Plans and aligns.
• Optimises work processes.
• Being resilient.
• Collaborates.
• Cultivates innovation.
• Customer focus.
• Drives results.
• Curiosity and Open-Mindedness
• Negotiation
• Reporting and Administration

ADDITIONAL COMPETENCIES AND SKILLS

• Honesty, integrity, and respect.
• Positive, enthusiastic, can-do attitude.
• Ability to co-operate and thrive both within an independent and team environment.
• Project Management.
• Reporting and Administration.
• Business Requirements Definition.
• Compliance Monitoring.