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  • Posted: Jan 6, 2025
    Deadline: Not specified
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    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...
    Read more about this company

     

    SAP Finance Solutions Architect

    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
    • oImplement 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 »

    Branch Consultant/ Financial Advisor - Tembisa

    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 providealternative 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 SKILLS
    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)

    go to method of application »

    Short-term Insurance Sales Consultant: Sanlam Direct Cape (PG 7)

    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.

    go to method of application »

    Branch Consultant/ Financial Advisor - Jabulani

    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

    Knowledge and Skills

    • Broker Support
    • Administration and processing of new and existing business
    • Business Building
    • Partnership Building
    • Coach and develop others

    go to method of application »

    Branch Consultant/ Financial Advisor - Hammanskraal

    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:

    • 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 »

    Enterprise Risk Management Specialist: Group Actuarial

    What will you do?

    • Responsible for development and coordination of risk management programmes and ensures that risk management programmes are designed to identify and measure risk by developing and using risk identification and measurement methods such as risk and control self-assessments, loss event database and process flow analysis. Responsible to make accurate risk mitigating recommendations to implement internal controls, transfer risk e.g. 3rd party insurance or avoid the risk-related business. Collect and analyses risk information and ensures that the organisation is adequately protected against loss. Draft reports including recommendations on proactive management decisions to prevent risk events. May have supervisory responsibilities.

    What will make you successful in this role?

    • Develop and Maintain Enterprise Risk Management (ERM) Framework and policies and procedures 
    • BCM Coordination and Reporting
    • Crisis Management Processes and planning, including OHS
    • Assist with annual ERM plan
    • Risk maturity profile assessed and maintained
    • Solid understanding of risk frameworks, COSO, ISO standards, etc.
    • Be comfortable to present to senior management, other stakeholders, Risk Committee, etc.
    • Oversight over ERM Operational Risk Management system – Data Quality and Risk Methodology and reporting
    • Provide Risk Training to wider risk teams and business
    • Actively engage with Cluster Chief Risk Officers and risk teams
    • Perform deep dive risk analysis on various risk topics
    • Assist with Risk workshops and establishment of risk registers
    • Risk Reporting and Presentations to stakeholders – Risk Committee / Board level reporting
    • Frequent Engagement with Business / Cluster Risk Teams on various risk matters
    • Assist with regulatory engagements / presentations and information requests
    • Maintain and improve on Risk Taxonomy and other risk structures and governance within the group
    • Work closely with Group Compliance, Group Internal audit and Group Finance Teams.
    • Monitoring and Oversight on Risk activities across the group and reporting on such activities.  
    • Policy adoption and compliance to risk policies

    Qualification and Experience

    • Post Graduate Qualification, Preferably in Risk Management, Economics, Actuarial or Investment management.
    • Qualified CA(SA). 
    • Minimum of 10 years experience in an Enterprise Risk management function, preferably in the financial Services Industry.
    • Risk Certifications such as FRM, CRM will be beneficial
    • Previous experience in a Senior Manager Risk role within a large corporate organisation with proven track record in ERM function is essential.

    Method of Application

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