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 Offshore Specialist (Glacier International) will be responsible in supporting the Glacier International distribution structures in maintaining and growing an international investment intermediary portfolio and increasing the Sanlam Group’s market share of international business.
Key Outcomes
The following outcomes will be expected to be achieved by the Offshore Specialist - GI:
- New business and increased retention of existing investment business
- Profitable annual sales volumes and monthly targets, by directly and actively growing and managing an intermediary portfolio
- Implementing a business plan for the region (sales volumes, investment education and training, marketing and client services – administration)
Implementing an intermediary support model to facilitate effective and efficient support between GI, the intermediary and the various Sanlam Group product providers by:
- Supplying accurate investment, product, fund, service and investor information
- Training and developing the intermediary and office staff
- Supporting investment projects and campaigns (marketing support)
- Participating in investment product implementation (presentations, product development & client service support)
- Practice Management (facilitate or identify broker needs – technology, reporting and developing a profitable practice)
- Co-ordinate and maintain effective SLA’s with all relevant stakeholders
- Ensure adherence to all regulatory requirements (e.g. FAIS, FICA)
Qualifications and Experience
- 5 plus years’ experience in a financial distribution in investments environment
- Relevant financial/ investment qualification (Financial tertiary qualification)
- Established relationships in the region is an advantage
- Support and developing of intermediary (IFA) practices
- Fully bilingual (English and Afrikaans)
- Technical knowledge about international investments, investment industry and trends
- Valid Driver’s License and own reliable vehicle
- Must be willing to travel
Competencies
- Resilience and Tenacity (sales environment)
- Building and maintaining relationships
- Working as part of a team to achieve regional objectives.
- Impact & Influence
- Action Orientation/ Performance driven
- Initiative
- Client Orientation
- Communication (verbal & written)
- Innovative thinking and problem-solving
- Management (planning, leading, organising & controlling)
- Presentation skills
- Pressure/Stress Tolerance
Attributes
- Positive, enthusiastic attitude
- Aspirational values of being performance driven, having a “can do” attitude and achieving through teamwork.
- Honesty, integrity and respect
- Resilience
What will make you successful in this role?
Qualification and Experience
- Degree or Diploma with 6 to 8 years related experience.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Business plan development and implementation
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 service
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?
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 service
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?
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 service
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 »
Role Description
- SLS Actuarial is looking for an actuarial consultant with a hybrid skillset across the actuarial, finance and data modelling domains to join our growing BI capability within the Actuarial Reporting Development (ACTVAL BI) team.
- The solution focuses on innovating traditional and legacy actuarial and finance practices through the evolving field of BI and data modelling, enabling Sanlam reporting to create and optimize business value.
The individual appointed to this position is expected to:
- Develop and improve on the implemented ACTVAL solution to further aid the existing actuarial and financial processes that serve a broad range of business needs (such as IFRS 17 and regulatory reporting)
- Collaborate with SBI and traditional actuarial/finance functions in SLS (i.e. Reporting, Risk & Capital Management, Finance) to explore and scale the integration of BI analytics within traditional actuarial/finance operations and practices
- Drive production knowledge and support of the ACTVAL solution, assist with technical queries from business users and ensure that the onboarding process of new users runs smoothly
- Keep up to date with new techniques and trends in the evolving field of data modelling and assist in translating our learnings into applications for the business
What will you do?
Key responsibilities include:
ACTVAL development
- Maintenance and development of modern valuations processes and BI systems for the actuarial and finance teams
- Collaborate with the actuarial and finance teams to define and improve the data model for our reporting system
- Unit, functional and regression testing of technical and business changes implemented in the ACTVAL solution
Stakeholder Engagement
- Engagement with traditional actuarial and finance departments as well as the wider businesses to embed ACTVAL solution in operations
- Propose solutions and strategies to business challenges
Production support
- Handling of technical queries from actuarial/finance business users
- Support with the implementation of new systems & processes
- Assistance in administrative tasks such as onboarding new users and coordinating installation of ACTVAL software
Implement and Monitor
- Steward the ingestion of Actuarial Results Store (ARS) data
- Manage ACTVAL permissions and users
What will make you successful in this role?
Qualifications:
- A minimum of 3 years work experience within the finance, actuarial, business analysis or data modelling fields.
- Bachelor’s and/or Master’s degree in data science, mathematical statistics, actuarial science or finance would be advantageous.
- More senior applicants will also be considered.
Experience & Knowledge:
The following experience would be advantageous:
- Financial Reporting
- Advanced Excel/VBA skills
- SQL database programming
- Data modelling (Kimball i.e. dimensional)
- Data governance (EBX)
- Good knowledge of SLS products
Personal attributes & Competencies:
- Collaborates well
- Detail oriented
- Action oriented (likes to get stuff done)
- An interest in learning new technologies (specifically BI technologies)
- Innovative and conceptual thinking
- Strong technical and operational understanding
- Adaptable
- Good verbal and written communication skills
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 service
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?
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 service
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 »
Position Overview
- This is our first Analytics Engineering leadership role focusing on building analytics friendly data products and modernising our analytics engineering practice across the company!
What will you'll achieve in the first 12 months
- You’ve hired and/or incubated world class analytics engineering talent: Through a thorough, evidence-based interview process you’ve hired (or internally transferred) top South African talent and nurtured them to a world class standard. Success will be measured by hiring the 2 open roles within your first 3 months who meet their onboarding performance objectives on their 12-month anniversary.
- You’ve completed the first version of a Sanlam FinTech Friendly Data Design (e.g. conceptual and logical model plus ubiquitous language). Work across product and business managers, backend and data engineers, individual contributors and team leads to accumulate a critical mass of team knowledge about both our domain model and how that relates to our source data landscape. Apply this knowledge to develop a simplified conceptual and logical model, map the entities to their source system origin tables, and distill our domain specific languages into a common ubiquitous language.
- You and your team have built friendly data tables for the five most consumed domain events in SFT (i.e. Fact tables) that act as the single authoritative representation of those events for across the company. Bring the five most needed domain events from the friendly data design to life in Snowflake by physically modelling them to complete the design process, and executing to build highly reliable data products using DBT that the entire company can rely on. Success will be measured by test coverage of the tables as well as Service Level Indicators covering Accuracy, Recency and Availability.
- You’ve enable alignment and interoperability across all of Sanlam’s data: Work across the company with other data product teams to facilitate alignment on design principles, language, and production standards. Success will be measured by % coverage of Sanlam entities made available for learning through modern analytics engineering practices.
- You’ve cultivated a group-wide community of practice and mentored other analytics across the company: Help modernize the practice of preparing data for learning at Sanlam. Coach junior and mid engineers to improve their already strong code quality and analytical solving. Be the strongest conceptual modeler and engineer that everyone looks to for tips on how to improve their analytics engineering practices. Success will be measured by both the observable growth in the capability across the org (e.g. less time spent on code review) and the direct feedback you get from them about the positive impact you’re having on their practices.
Qualification and Experience
- 7+ years' experience in data with 2+ years executing or leading modern analytics engineering practices in a modern context with cloud technologies and autonomous high performing team organisational patterns.
- Hands on experience with dbt core or dbt cloud.
- Hands on experience as a data analysts, scientists, engineer or Analytics engineer at some point in your career.
- A track record of high impact and investing in your own development.
- Ability to collaborate effectively with technical and non-technical roles.
How you'll think
- You’re high agency. Looking for ways to do, instead of reasons not to.
- Where some see impossible, you see a way: Turning obstacles into opportunity, chance into change.
- You love creating more with less. Knowing that the biggest impact is born of the smallest acts.
- You seek out and value different perspectives. Believing that when we change how we look at things, how things look for us also changes. Making tomorrow not just different, but better.
What you'll enjoy
- Being in a high ownership, high ambiguity, high autonomy environment where the impact of your work matters. The ideal environment for your capability growth.
- Learn from the best. Get guidance from some of the most seasoned professionals around. Our mentorship vibe is all about growing together, both professionally and personally.
- Diving into projects that touch the lives of millions. Making a real difference in how people grow and protect their wealth.
- Working with modern technologies, such as Snowflake, dbt, Airflow, and AI-assisted development environments to launch into your work.
Knowledge and Skills
- Advanced analytics to address business requirements
- New technologies and methodologies
- Business and Data Analysis
- Data Modeling
- Data Quality Assurance
Method of Application
Use the link(s) below to apply on company website.
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