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 clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review 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 »
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.
Knowledge and Experience
Knowledge:
Client service.
- Sales and cross-selling tactics and strategies (client optimisation).
- Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and
- providing advice would be ideal.
- Knowledge on insurance products would be advantageous.
Experience:
- One year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
SKILLS & COMPETENCIES
- Persistently focused on achieving targets
- Analysing information
- Technologically orientated
- Selling and influencing skills
- Critical thinking skills
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Organising skills
- Adaptable and open to learning
QUALIFICATIONS
- Matric (Grade 12)
- RE5 a must.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
- CPD Hours
go to method of application »
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.
Knowledge and Experience
Knowledge:
Client service.
- Sales and cross-selling tactics and strategies (client optimisation).
- Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and
- providing advice would be ideal.
- Knowledge on insurance products would be advantageous.
Experience:
- One year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
SKILLS & COMPETENCIES
- Persistently focused on achieving targets
- Analysing information
- Technologically orientated
- Selling and influencing skills
- Critical thinking skills
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Organising skills
- Adaptable and open to learning
QUALIFICATIONS
- Matric (Grade 12)
- RE5 a must.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
- CPD Hours
go to method of application »
What will you do?
- Selling Insurance (car and household) telephonically
- Achievement of sales targets and objectives
- Adherence to Quality and Compliance processes to minimize business risk
- Manage your quality & compliance against benchmarks to minimize business risk, with the client in mind
- Maintain optimal operational efficiencies based on productivity measures
- Adapt and change to fit in with changing business operational requirements
- Resolve complaints and objections
- Build and maintain good client relationships
- Managing information regarding new products, rate changes, rulings, training updates etc.
- Keep abreast of developments and trends in the Industry – self learning
- Ensure commitment to the FAIS Fit & Proper qualification requirements
What will make you successful in this role?
Qualification & experience
- Grade 12 qualification
- At least 1 and a half years’ experience within a Sales Outbound Call Centre, or at least 2 years’ face to facesales experience (with targets attached to the sales)
- Financial services experience (advantageous)
- RE Exam Advantageous
- 30 FAIS Credits – Advantageous (Short-term Insurance)
Knowledge and skills
- Good understanding of Financial Services Industry related legislation and regulation
- Understanding of sales processes and servicing industry
- Outbound Sales experience is required
- Fluency in English and one other South African official language
- A clear criminal and credit record
- Commitment to the FAIS Act and meeting Fit & Proper qualification requirements
- Willingness to work overtime.
Personal qualities
- Selling skills
- Computer literacy
- Communication
- Planning and organising
- Building and maintaining relationships
- Treating Customers Fairly
- Initiative
- Results Driven/Achievement orientated
- Continuous
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 »
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.
Knowledge and Experience
Knowledge:
Client service.
- Sales and cross-selling tactics and strategies (client optimisation).
- Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and
- providing advice would be ideal.
- Knowledge on insurance products would be advantageous.
Experience:
- One year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
SKILLS & COMPETENCIES
- Persistently focused on achieving targets
- Analysing information
- Technologically orientated
- Selling and influencing skills
- Critical thinking skills
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Organising skills
- Adaptable and open to learning
QUALIFICATIONS
- Matric (Grade 12)
- RE5 a must.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
- CPD Hours
go to method of application »
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.
Knowledge and Experience
Knowledge:
Client service.
- Sales and cross-selling tactics and strategies (client optimisation).
- Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and
- providing advice would be ideal.
- Knowledge on insurance products would be advantageous.
Experience:
- One year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
SKILLS & COMPETENCIES
- Persistently focused on achieving targets
- Analysing information
- Technologically orientated
- Selling and influencing skills
- Critical thinking skills
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Organising skills
- Adaptable and open to learning
QUALIFICATIONS
- Matric (Grade 12)
- RE5 a must.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
- CPD Hours
go to method of application »
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.
Knowledge and Experience
Knowledge:
Client service.
- Sales and cross-selling tactics and strategies (client optimisation).
- Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and
- providing advice would be ideal.
- Knowledge on insurance products would be advantageous.
Experience:
- One year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
SKILLS & COMPETENCIES
- Persistently focused on achieving targets
- Analysing information
- Technologically orientated
- Selling and influencing skills
- Critical thinking skills
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Organising skills
- Adaptable and open to learning
QUALIFICATIONS
- Matric (Grade 12)
- RE5 a must.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
- CPD Hours
go to method of application »
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.
Knowledge and Experience
Knowledge:
Client service.
- Sales and cross-selling tactics and strategies (client optimisation).
- Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and
- providing advice would be ideal.
- Knowledge on insurance products would be advantageous.
Experience:
- One year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
SKILLS & COMPETENCIES
- Persistently focused on achieving targets
- Analysing information
- Technologically orientated
- Selling and influencing skills
- Critical thinking skills
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Organising skills
- Adaptable and open to learning
QUALIFICATIONS
- Matric (Grade 12)
- RE5 a must.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
- CPD Hours
go to method of application »
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.
Knowledge and Experience
Knowledge:
Client service.
- Sales and cross-selling tactics and strategies (client optimisation).
- Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and
- providing advice would be ideal.
- Knowledge on insurance products would be advantageous.
Experience:
- One year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
SKILLS & COMPETENCIES
- Persistently focused on achieving targets
- Analysing information
- Technologically orientated
- Selling and influencing skills
- Critical thinking skills
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Organising skills
- Adaptable and open to learning
QUALIFICATIONS
- Matric (Grade 12)
- RE5 a must.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
- CPD Hours
go to method of application »
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.
Knowledge and Experience
Knowledge:
Client service.
- Sales and cross-selling tactics and strategies (client optimisation).
- Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and
- providing advice would be ideal.
- Knowledge on insurance products would be advantageous.
Experience:
- One year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
SKILLS & COMPETENCIES
- Persistently focused on achieving targets
- Analysing information
- Technologically orientated
- Selling and influencing skills
- Critical thinking skills
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Organising skills
- Adaptable and open to learning
QUALIFICATIONS
- Matric (Grade 12)
- RE5 a must.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
- CPD Hours
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’s 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 Head of Group Reward reports to the Group Executive: Human Capital, playing a pivotal role in shaping and executing innovative and competitive reward strategies. This position ensures alignment with the Sanlam Group’s strategic objectives, fostering a performance-driven culture. A key component of this role is the management of executive incentive plans, and active engagement with the Human Resources Remuneration Committee (“HRRC”), which is a board sub-committee. The incumbent will operate across the Group, influencing business human capital leaders, business Executive Committees (“Excos”), and the HRRC, while serving as a key advisor on all matters related to reward, benefits, recognition and employee well-being.
Key responsibilities
- Strategic Reward Leadership
- HRRC Engagement
- Executive Share Management
- Employee Wellness
- Remuneration and Benefits Management
- Thought Leadership and Collaboration
- Due to system limitations, we are unable to display the complete details of the key responsibilities. If you are interested in viewing the full job profile, please contact us at [email protected].
Experience and skills
- At least 12 years of experience in a corporate environment, with minimum 10years experience in reward.
- Experience preparing and presenting to Exco and HRRC / Remuneration Committees, with a strong understanding of governance, compliance, and shareholder expectations.
- Experience in designing and managing executive incentives and equity-based remuneration plans.
- Experience in designing (with benefit consultants) retirement and risk benefits as well as medical aid and insurance benefits.
- Demonstrated success in integrating wellness into human capital strategies.
- Strong financial modelling, analytics, and commercial acumen.
- Proficient in advising and presenting to Exco, board committees and senior executives.
- Advanced skills in MS Excel and PowerPoint.
Qualifications
- Academic Background: A bachelor’s degree, with a relevant post-graduate qualification.
- Commercial qualifications will be an advantage.
Key attributes
- Strategic and visionary thinker with a pragmatic approach to execution.
- Influential communicator capable of driving meaningful discussions at all levels.
- Collaborative leader with the ability to build cross-functional solutions.
- Deep commitment to ethics, integrity, and excellence.
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What will you do?
- Managing client investment portfolios
- Portfolio construction
- Building an asset base / business development primarily for clients in Sub-Saharan Africa
- Maintaining client relationships
- Aligning individual client portfolios with model portfolios
- Monitoring individual portfolios and dealing with market movements and research
- Obtaining client’s instructions with regards to corporate actions, dividends etc
- Completion of new client mandates
- Leveraging your own network and the broader Sanlam pan-African group network, to build a book of your own private and institutional clients
- Maintaining key client relationships
- Working with internal teams such as research analysts, compliance officers, and operations to deliver superior client service
- You will be required to undertake quarterly travel
Knowledge and Skills
- Proficient in MS Office (i.e. Word, Excel etc.)
- The ability to set and maintain high work standards
- Previous related experience, preferably within wealth management or stockbroking
- Results orientation / self-starter
- Good interpersonal and communication skills
- An understanding of the financial markets
- Integrity in conducting all business activities
- The ability to promote the organization and self
- Fluency in French will be an advantage
Qualification
- Minimum of 5 years relevant experience in the investment management industry preferably with an established client base)
- Knowledge and experience in the management of equities, multi-asset class portfolios, portfolio construction and understanding trade-offs in risk and return
- Relevant post graduate degree and professional qualification
What will make you successful in this role?
- Knowledge of the Private Client industry
- Thorough understanding of global financial markets and economic trends
- ‘Hunter’ mentality – hungry to grow own client base
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What will you do?
MANCO ROLE
- Contribute to the formulation of company strategy
- Take ownership of company values and objectives at regional office level
- Implement business strategic initiatives within the offices in your region (George, Knysna, and Gqeberha)
- Contribute to the success and profitability of Sanlam Private Wealth
- Represent Sanlam Private Wealth as and when required
MANAGEMENT ROLE
- Take full responsibility for profit, budget and inflow targets
- Drive the company culture and goals
Manage the investment process within the regional office:
- Ensure compliance with respect to the model investment portfolios
- Ensure employees who trade adhere to the rules of the company and the JSE
- Assume responsibility for the regional office profit and loss including revenue and expense management
Manage the day-to-day running and administration of the regional offices:
- Determine and manage relationships with the Branch Service Managers and jointly with the COO
- Perform the review and approval function in a number of administrative and internal control processes
Assume responsibility for the regional office distribution strategy:
- Source new clients for regional offices
- Agree and manage working relationships with the various Sanlam and other distribution channels
- Assist portfolio managers with servicing their existing clients
- Manage and integrate portfolio management, wealth management and fiduciary and tax services within the George, Knysna, and Gqeberha regional offices
- Lead and recruit employees
What will make you successful in this role?
- Client focus
- Excellent leadership skills
- Results driven
- Innovative
- Collaborative
Qualifications and experience
- Proven leadership skills
- Excellent understanding of the stockbroking, investment and wealth management industry
- Eight years’ experience in the industry
- Tertiary qualification with CFA/CA/LLB an advantage
- Regulatory examination for a Key Individual RE 1 and 3 applicable to category II FSPs
Knowledge and skills
- Proven knowledge and understanding of financial markets
- Knowledge of the trading environment
- Computer literacy
- Established networks in the Garden Route
Personal qualities
- Strong numerical orientation
- Highly organised with a high level of customer focus
- Accurate and detail orientated
- Critical and analytical capability
- Ability to perform well under pressure and show maturity, confidence and resilience
- Excellent listening, communication and interpersonal skills
- Pro-active approach to work, clients and problem-solving
- Learning agility and curiosity
- Assertive
- Passionate ownership for results
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What will you do?
- Sanlam Corporate (SC) Investments develops, implements and manages all investment and annuity products offered to institutional clients such as retirement funds, corporate or public sector entities. The team specialises in pre- and post-retirement investment solutions, including annuities, guaranteed products, single and multi-managed active portfolios, passive portfolios, liability driven investment strategies and tailored investment solutions.
- As the investments product hub within Sanlam Corporate, the team is passionate about developing simple, yet innovative solutions that create value for our clients, are relevant to our client’s needs, consistently deliver on their promises, and ultimately enable optimal financial outcomes for retirement fund members. Taking overall responsibility of the growth in SC assets under management, SC Investments is a key driver of Sanlam Corporate’s success from a profit, new business and growth perspective.
- The Managing Executive: SC Investments is a member of the SC Executive Leadership team, reporting to the Chief Executive Officer: Sanlam Corporate. The role has senior direct reports and partners with various Sanlam business units to deliver leading investment solutions to our clients. The role requires a seasoned executive with experience in Employee Benefits and Investments.
Key Responsibilities
- Setting and driving the strategic direction of SC Investments to achieve the vision of distinguishing SC as the leading provider of Employee Benefits and Investments solutions in South Africa.
- Full responsibility and accountability of the financial and non-financial KPI’s of SC Investments.
- Ensuring that SC Investments has a competitive, diversified range of investment and annuity products for retirement fund and institutional clients, including retirement members.
- Building, servicing and maintaining relationships with both internal and external stakeholders to achieve the Sanlam Group’s vision of building a Fortress position in South Africa.
- As an active asset owner, facilitating the development and implementation of SC Investments’ ESG and sustainability practices.
- Actively participating in the research and monitoring of the industry, target market and competitors to identify opportunities and threats as well as areas for improvement in operations.
- Partnering with the Client Experience team to enhance the client and intermediary value proposition and differentiate SC from competitors.
- Partnering with the client-facing teams to define fair and innovative client service and business development practices which build rewarding relationships and allow the team to provide exceptional client service and increase SC’s market share.
- Fostering a culture which builds rewarding relationships, energises employees, gives meaning to work, and maximises employee productivity.
- Identifying solutions to enhance cost effectiveness and increase operational efficiency.
- Implementing and managing financial risk methodologies, techniques and systems to ensure the sustainability of the business.
- Implementing risk management, governance and compliance policies within SC Investments, to identify and manage governance and risk exposure liability.
Qualification and Experience
- Actuarial Fellow with at least 10 years post-qualification experience
- 8+ years of experience in Investments, Employee Benefits, Group Insurance and Retirement Products for retail and corporate customers.
- At least 5 years business leadership experience at an executive level
- Proven track record for solution and results delivery at an executive level
Knowledge and Skills
- Sound technical knowledge and experience in investment products (development & management).
- Excellent communication and influencing skills, able to inspire others, able to create buy-in.
- Strong leadership and management experience, leading by example and fostering a client centric, accountable environment to achieve high performing targets.
- A track record of delivering high levels of client satisfaction and service performance.
- Effective stakeholder management skills, working collaboratively with the leadership and operational teams across various functions.
go to method of application »
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.
Knowledge and Experience
Knowledge:
Client service.
- Sales and cross-selling tactics and strategies (client optimisation).
- Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and
- providing advice would be ideal.
- Knowledge on insurance products would be advantageous.
Experience:
- One year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
SKILLS & COMPETENCIES
- Persistently focused on achieving targets
- Analysing information
- Technologically orientated
- Selling and influencing skills
- Critical thinking skills
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Organising skills
- Adaptable and open to learning
QUALIFICATIONS
- Matric (Grade 12)
- RE5 a must.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
- CPD Hours
go to method of application »
What will you do?
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 products
What will make you successful in this role?
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
Qualification and Experience:
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- 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
Method of Application
Use the link(s) below to apply on company website.
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