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?
Job Purpose
- The Intern IT (GPA) is responsible for helping build high performing, scalable, enterprise grade applications. This includes but is not limited to applying critical thinking, design thinking and problem-solving skills in an agile team environment to solve complex technical problems (Front End, Back End and Integration) with high quality implementations & getting involved in all phases of the development lifecycle.
Key Outcomes
The following outcomes will be expected to be achieved by Intern
DevOps:
- Apply critical thinking, design thinking and problem-solving skills in an agile team environment to solve complex technical problems (Front End, Back End and Integration) with high quality solutions leveraging C# (.NET), SQL Server, JavaScript/Typescript, ReactJs, Jenkins, Kubernetes, RabbitMQ, Git
- Contribute to all phases of the development lifecycle
- Produce well-organised, optimized, and documented source code to deliver technical solutions
- Leverage troubleshooting skills and underlying knowledge of technology to solve technical challenges during the design, implementation and support phase of the project
- Implement general design patterns and paradigms to deliver technical solutions
- Create & Maintain DevSecOps CI/CD Pipelines (authoring & supporting CI/CD pipelines in Jenkins and AzureDevOps for deployment to multi-site environments – supporting and managing your applications all the way to production).
- Debug existing source code and polish feature sets.
- Apply unit testing frameworks and perform integration, validation and verification testing using Moq and MsTest
- Work with project & program teams to plan & manage the development lifecycle e.g. releases, risk management, testing, integration etc.
People
- Work with other team members under the leadership of the Lead Product Engineer to deliver solutions
- Conduct peer reviews, testing, problem solving within and across the broader team
- Participate in the development & development planning of the broader product engineering team
- Self-leadership to learn, develop skills and confidence
Risk & Governance
- Participate in incident management & DR activity – applying critical thinking, problem solving & technical expertise to get to the bottom of major incidents
- Deliver on time & within specification
Qualifications and Requirements
- Relevant qualification in IT, preferably a degree in Computer Science, Computer Engineering, Informatics or equivalent
- Must reside in Gauteng
- Must have no prior work experience or have 6 months or less internship/work experience
- Must be 28 years old or younger
go to method of application »
Key Responsibilities
Product Management:
- Assist with specialised proposals and client feedback on various investment products
- Provide technical product support to distribution team (including competitor analysis)
- Draft and maintain product information.
- Deliver presentations to existing clients, and potentially new business pitches to prospective clients
Technical Product Support:
- Work closely with the business head to provide specialised proposals and client feedback
- Provide technical product support to distribution teams (including competitor analysis)
- Preparation or checking of communication to clients
- Over time, deliver presentations to existing clients and new business pitches to prospective clients
Solution Development:
- Assist with the development and implementation of new solutions, including research and idea testing and enhancing existing solutions
- Development of technical marketing and thought leadership material relating to the business’s investment strategies
Analysis and Information Gathering:
- Documents changes to existing business processes when relevant to implementation
- Provide effective and timeous management information
Stakeholder Engagement:
- Consult and engage with key stakeholders including, actuarial, administration, product owners
- Investment specialists, intermediaries and clients
- Build and maintain strong relationships with internal and external clients
General:
- Assist senior staff requiring support and junior staff requiring assistance or guidance
- Assist with mentoring actuarial graduates
Qualification and Experience
- Bachelor’s degree with 5+ years relevant work experience
- Progress towards either an actuarial / CFA qualification
- Prior experience in an investment, employee benefits and/or actuarial environment would be advantageous
Knowledge and Skills
- Sound knowledge of retirement funds and/or investments.
- Working knowledge of operational processes.
go to method of application »
What will you do?
- The primary purpose of this role is to provide exceptional service across different product types all on LISP platform. In this role you will be responsible to service internal and external clients, and manage client service by maximising business efficiency and minimising business risk.
Key Outcomes
The following outcomes will be expected to be achieved:
- Accountable for the screening and processing of instructions in accordance with the latest checklists and procedure guides.
- Accountable for all the processes and procedures specific to the role.
- Communicate accurate, in depth information on time as and when required through MS CRM, telephone, and email that is specific and case related to clients and within the different areas.
- Ensure adherence to applicable procedure in terms of filing (both electronic and manual)
- Adhere to company policy and procedure in terms confidentiality and record keeping/ storage of electronic data
- Ensure that the CRM system is updated 100% with detailed comments.
- Compile daily work on hand report.
- Take ownership of client queries and respond to client within 24hrs.
- Ensure accurate resolution to client query within or on the promised date by applying knowledge or requesting necessary resources.
- Adhering to procedures, relevant legislation, and checklists and controls, in part to
- Adhere to training requirement including keeping up with changes in legislation
- Provide support to team members when required
Qualifications and requirements
- Degree or Diploma in Accounting, Finance, Investment or Equivalent
- Must reside in Gauteng
- Must have no prior work experience or have 6 months or less internship/work experience
- Must be 28 years old or younger
go to method of application »
What will you do?
- To perform the role of a banking and finance / general corporate / private equity and fund attorney in a legal team, providing professional legal advice and risk management services to internal clients to mitigate Sanlam Alternative Investments’ (“SAI”) legal risks.
What will make you successful in this role?
- Providing legal advice:
- Participating in the relevant committees and reporting on legal or reputational risks.
- Structuring, negotiation, documentation, and on-going management of legal aspects of transactions within a risk framework acceptable to SAI and Committee’s conditions.
- Provide commercially viable solutions to technical issues.
- Drafting, reviewing, and negotiating corporate, banking, security and finance documentation across the debt, properties, empowerment, and equities sectors such as - committed bilateral and syndicated loans, risk/funded participation agreements, guarantees and indemnities, letters of credit secondary debt trading documentation.
- Drafting, reviewing, and negotiating on transactions related to project finance, equity-based investments, private equity, fund finance, empowerment funding and venture capital.
- Reviewing and negotiating cross-border and international transactions.
- Advising on distressed debt and restructurings.
- Advising on insolvency and litigation issues.
- Drafting, reviewing, and negotiating non-core business documentation.
- Preparation and updating precedent and know-how systems.
- Providing training to the business on topical areas of law.
Manage stakeholder relationships:
- Build and maintain effective relationships with relevant stakeholders and users.
- Develop trusting professional internal relationships by keeping relevant stakeholders and users informed of any new changes to the law which may impact their business.
- Develop and manage professional relationships with external clients, external legal counsel and external legal advisors representing client interests.
Manage internal processes:
- Maintaining and updating legal templates.
- Ensuring sound and efficient legal processes.
- Drafting of high-quality legal agreements.
- Ensuring company’s risk is adequately identified, mitigated and/or managed.
- Providing guidance to SAI lender / financing representative and operations on financial close processes.
- Regular reporting to the SAI Head of Legal on workload, turnaround times and skills development.
- Proactively identifying areas for business and legal improvement.
- Project managing plans identified for improving legal efficiencies.
- Management of appointing, briefing, and monitoring of outside legal counsel whilst containing costs.
Managed Transformation and Change:
- Contribute to a culture conducive to the achievement of transformation goals.
- Participate in the development and implement action plans to address issues raised in culture surveys to improve results.
- Participate in and support corporate responsibility initiatives.
- Achieve operational excellence by supporting the implementation of business optimisation improvement through team engagement.
- Encourage team to generate innovative ideas and share knowledge.
Qualification and Experience
- Registered Attorney with 5 years related experience.
go to method of application »
What will you do?
- The primary purpose of this role is to provide exceptional service across different product types all on LISP platform. In this role you will be responsible to service internal and external clients, and manage client service by maximising business efficiency and minimising business risk.
Key Outcomes
The following outcomes will be expected to be achieved by the Intern:
- Owning tasks on CRM system, and updating statuses and notes timeously, in order to keep client intermediaries apprised of case progress, so there is no need for them to phone or e mail team
- Perusing reports of tasks owned, and staying in control of work on hand, to ensure turnaround times are met
- Loading disinvestments within designated turnaround.
- Loading new business within designated turnaround
- Adhering to check list for all assigned responsibilities
- Applying for tax directives, and resolving any queries, before loading payments
- Confirming payments and issuing confirmation letters to clients
- Filing all documentation upon completion of claim; including scanning to the CRM system
- Adhering to procedures, relevant legislation, and checklists and controls
- Adhere to training requirement including keeping up with changes in legislation
- Provide support to team members when required
Qualifications and requirements
- Degree or Diploma in Accounting, Finance, Investment or Equivalent
- Must reside in Gauteng
- Must have no prior work experience or have 6 months or less internship/work experience
- Must be 28 years old or younger
go to method of application »
What will you do?
Job Purpose
- To deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Key Outcomes
The following outcomes will be expected to be achieved by Administrator Linked Investment:
- Operations support: Provide operations support against standard operating procedures. Provide support to customers and team as required to ensure team performance on an ongoing basis.
- Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards
- Handle inbound and outbound calls as per the agreed service level agreement (SLA), e.g., talk time, availability, average time to answer, etc. to manage the holding/active client's experience on the call.
- Review client investment instructions received via workflow system to ensure compliance to business processing requirements. This involves validation of banking details, signature verification, etc., as well as compliance to regulatory requirements (e.g., Financial Identification Client Act (FICA), Pension Funds Act, and Long-Term Insurance Act).
- Capture or authorize the investment instruction onto the workflow system as per the technical guide and processing manuals within the applicable SLA.
- Provide regular feedback to stakeholders through various channels (such as, email, telephone) to keep the stakeholder informed about the progress relating to the investigation of the case.
Qualifications and Requirements
- Degree or Diploma in Accounting, Finance, Investments or equivalent.
- Must reside in Gauteng.
- Must have no prior work experience or have 6 months or less internship/work experience.
- Must be 28 years old or younger.
go to method of application »
What will you do?
Job Purpose
- To deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Key Outcomes
The following outcomes will be expected to be achieved by Administrator Linked Investment:
- Operations support: Provide operations support against standard operating procedures. Provide support to customers and team as required to ensure team performance on an ongoing basis.
- Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards
- Handle inbound and outbound calls as per the agreed service level agreement (SLA), e.g., talk time, availability, average time to answer, etc. to manage the holding/active client's experience on the call.
- Review client investment instructions received via workflow system to ensure compliance to business processing requirements. This involves validation of banking details, signature verification, etc., as well as compliance to regulatory requirements (e.g., Financial Identification Client Act (FICA), Pension Funds Act, and Long-Term Insurance Act).
- Capture or authorize the investment instruction onto the workflow system as per the technical guide and processing manuals within the applicable SLA.
- Provide regular feedback to stakeholders through various channels (such as, email, telephone) to keep the stakeholder informed about the progress relating to the investigation of the case.
Qualifications and Requirements
- Degree or Diploma in Accounting, Finance, Investments or equivalent.
- Must reside in Gauteng.
- Must have no prior work experience or have 6 months or less internship/work experience.
- Must be 28 years old or younger.
go to method of application »
What will you do?
- This role is responsible to manage operational activities and processes related to bank reconciliations, broker and fee activities, and to perform reconciliations to the market as confirmed by the Investment Management Company whilst managing risk
Key outcomes
The following outcomes will be expected to be achieved by the Intern Accountant:
- Daily management of bank account
- Processing daily investment and disinvestment instructions timeously
- Compile monthly bank reconciliations and cashflow analysis as per procedure
- Monthly fee reconciliation for broker commission.
- Administration fee reconciliations completed timeously.
- Dailly commission fees run from Compass.
- Exception reporting and investigation for fee anomalies.
- Monthly upload of global fees/perform conversions.
- General queries i.e. negative fees appearing on daily commission file.
- Performing trail commission reconciliations and liaising with offshore MANCOs for quarterly statements.
- Perform daily reconciliations for transactions captured on line of business system to those transacted in the market as confirmed by the investment managers.
- Identify exceptions or differences and liaise with investment managers and internal business teams to resolve.
- Reconcile transactions on the investment manager recon and submit to the line manager for sign-off
- Prepare asset and liability report between client asset and Investment Management Company held by the investment management companies.
- Prepare stakeholder reports, i.e. Nomco and Board reports.
- Prepare market switches to clear AVL differences.
- Request investment management company statements to reconcile
Qualifications and Requirements
- Degree or Diploma in Accounting, Finance, Investment or Equivalent
- Must reside in Gauteng
- Must have no prior work experience or have 6 months or less internship/work experience
- Must be 28 years old or younger
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review 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 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 »
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 »
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 »
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
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review 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.
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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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