Recent Jobs at Sanlam Group

What will you do?

• Manage the achievement of business productivity, quality, manpower targets. 
• Manage compliance and business risk. 
• Manage the daily business operations. 
• Manage and develop the performance of staff. 
• Resolve escalated operational issues. 
• Manage budgets. 
• Allocate worksites or facilities. 
• Manage changes within the business. 
• Manage relationships with key stakeholders and clients. 
• Talent and succession management. 
• Ensure alignment to Treating Customers Fairly (TCF), in all business practices.
• Manager of managers.
• Worksite management and relationship building. 

Qualification and Experience

• Grade 12 
• Degree or a 3-year diploma in Finance/ Marketing/Business Management; or 
• The recruit must have obtained a full qualification (120 Credits. at NQF level 4 would be required and 
• NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA’s list of recognised qualifications at the point of recruitment.  

Knowledge and skills

• At least 5 years industry experience of which 3 years should be in management of sales.  
• Preference will be given to those with experience in insurance sales within the entry level market. 

Personal Qualities

• Analysing 
• Team Management 
• Relating and Networking 
• Adapting and responding to change 
• Coping with Pressure and Setbacks 
• Interpersonal sensitivity 
• Adhering to principles and values 
• Confidence and decisiveness 
• Proactivity 
• Planning and Organising 
• Quality and detail orientation 
• Persuading and Influencing 
• Achieving personal and work goals and objectives 
• Computer Literacy (MS Office) 
• Treating Customers Fairly 
• Strategic thinking 
• Must have RE5. 
• RE1 is business requirement from the date of appointment.

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What will make you successful in this role?

• Requirements Gathering: Collaborate with stakeholders to gather, document, and validate business requirements.
• Data Analysis: Analyze data to identify trends, patterns, and opportunities for improvement.
• Process Mapping: Create process maps and workflows to illustrate current and future state processes.
• Solution Development: Work with IT and development teams to design and implement effective business solutions.
• User Acceptance Testing (UAT): Facilitate UAT sessions, documenting feedback and ensuring solutions meet business needs.
• Reporting: Develop and maintain reports and dashboards to track key performance indicators (KPIs).
• Stakeholder Engagement: Build strong relationships with stakeholders at all levels to ensure alignment and support for projects.
• Continuous Improvement: Identify areas for process improvement and recommend solutions to enhance efficiency and effectiveness.

Qualifications and Experience

Education:

• Bachelor’s degree in Business Administration, Information Technology, or related field.

Experience:

• 2-5 years of experience as a Business Analyst or in a similar role.

Technical Skills:

• Proficiency in data analysis tools (e.g., Excel, SQL) and experience with project management software (e.g., JIRA, Trello).

Communication Skills:

• Excellent verbal and written communication skills with the ability to present complex information clearly.

Problem-Solving Skills:

• Strong analytical and critical thinking skills with a focus on detail and accuracy.

Interpersonal Skills:

• Ability to work collaboratively with diverse teams and build effective relationships.

Preferred Qualifications:

• Experience with Agile methodologies and frameworks.
• Knowledge of specific industry standards or regulations relevant to [your industry].

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What will you do?

• The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

What will make you successful in this role?

Assist in growing the Sanlam Adviser Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
• Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

• Revenue generation (Single and recurring premiums)
• Activity quotas
• Promote the Sanlam brand
• Treating customers fairly to be applied to all client engagements
• Role is aligned to your personal career aspirations

Networking, prospecting and leads generation

• Face to face interactions, social or business, to create business opportunities.
• Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
• Turning trusted relationships into business relationships.
• Strengthening existing relationships by increasing the current service.
• Use existing sources to establish opportunities across Sanlam businesses.
• Personalised client value propositions.
• Marketing on social media.
• Undertake selected client focused activities to generate leads and informal prospecting opportunities.
• Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
• Structuring and implementing focused campaigns with new or existing clients in the defined market.
• Requesting active and ongoing leads and referrals from others.
• Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

Client consultations and sales

• Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
• Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
• Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review clients portfolio annually by undertaking the above steps.

Client Service

• Ensure all client interactions are ethical, courteous and professional.
• Follow-up or refer all existing business queries to be resolved timeously through support.
• Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
• Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
• Initiate long term client relationships and maintain a relational focus.

Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

• Number and profile of contacts, appointments, consultations.
• Issued business and revenue against targets.
• Update client details on records.
• Appropriate workflow and activity monitor system entries.

Qualification and Experience

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

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What will you do?

• The Automation Tester or Engineer will design automation tests. Duties will include designing automation scripts and finding solutions for automation problems. You should also be committed to developing skills in order to provide up-to-date solutions. 

What will make you successful in this role?

• Write, design, and execute automated tests by creating scripts that run testing functions automatically for Backend, Frontend and API automation
• Maximize test coverage for the most critical features of the system
• Determine the priority for test scenarios and create execution plans to implement these scenarios
• Write documentation for automated processes including test plans, test procedures, and test cases
• Build/Maintain test automation frameworks which are fit for purpose and applicable to project scope
• Log and document bugs in the tracking system
• Set up Continuous Integration.
• Researching issues in software through testing
• Collaborating with QA Analysts and Software Developers to develop solutions
• Keeping updated with the latest industry developments
• Perform test scheduling and execution (manually/automated)
• Identify and create test data
• Perform test case preparations and design, assist with the scripting of automated test cases, conditions and checkpoints 
• Develop test scenarios to test each software component and demonstrate the business condition under test and the expected results
• Perform test reporting based upon coverage and clearance statistics
• Perform test documentation compilation
• Identify and analyse defects, log defects and track defect resolution within release time frames
• Risk identification and reporting
• Perform scope and test effort estimations
• Analyse risks, develop contingencies, and plan testing accordingly

Qualification and Experience

• B.Sc Degree in Computer Science, Software Development, or a related field
• ISTQB/ISEB qualification will be an advantage
• Previous experience as a Test Automation Engineer
• Strong experience and proficiency in programming languages such as C# and JAVA
• 2+ years Automation Testing experience

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What will make you successful in this role?

What success will look like for you 12 months into the role.

Built configurable data ingestion platforms to collect and protect data from any source within two weeks or less. 

• The team has bought and built to assemble a tool suite of persistent and secure ingestion tools, optimized for cost efficiency, with reliability as a non-negotiable standard. Success will be measured by the consistent achievement of the two-week ingestion target while maintaining high reliability and security.

Engineered the platform for observability and performance. 

• Made your systems observable from the outside, taking ownership of their performance. Facilitated real-time tracking of the system’s internal state through logs, metrics, and traces. Defined clear and measurable Service Level Indicators (SLIs) and Service Level Objectives (SLOs), and integrate these into team OKRs to drive excellence. Success will be measured by meeting or exceeding defined performance and reliability benchmarks, and the quick identification and resolution of issues.

Engineer the platform with privacy and security by design. 

• Secured the platform through compliance engineering initiatives that reduced the time and cognitive load related to compliance. Implemented our Data Governance and Privacy policies effectively, leveraging encryption, firewalls, VPCs, Role Based Access Control and IAM integrations such as Active Directory. Success will be measured by the platform’s adherence to security and privacy standards, with minimal compliance overhead for users.

Leveraged containerization and infrastructure as code. 

• Implemented containerization strategies and infrastructure as code (IaC) practices to ensure scalable, repeatable, and efficient deployment of data services. Utilized tools like Docker and Terraform to automate infrastructure management and streamline the development pipeline. Success will be measured by the consistency and reliability of deployments, reduced deployment times, and increased system scalability.

Contributed to technology decisions. 

• Engaged in technology spikes to clarify needs and articulate solution criteria. Evaluated different options through hands-on experimentation, leading to documented evaluations and recommendations that were understood by technology leaders or users across the company. Success will be measured by the quality and clarity of your contributions to technology decisions and the adoption of your recommendations.

Invested in your own development. 

• Executed on a culture of excellence and continuous improvement for both your part of the platform and your own abilities. Lived our culture of ownership, curiosity, and continuous learning. Participated in pre and post-mortems, sharing lessons learned across the organization along with how you are improving based on those lessons. Success is measured by your active participation in continuous learning initiatives and the tangible improvements in platform performance and personal growth.

Qualification

• Matric
• National Diploma in an Information Technology related discipline or a bachelor's degree in computer science, Statistics, Informatics, Information Systems, or a quantitative field will be recommended.

Experience

• 5+ years' experience as a data engineer in data platform or service engineering team with at least 2 in a modern context with cloud technologies
• Track record of high impact and investing in your own development

Skills and Thinking Preference

You look for ways to do, instead of reasons not to. 

• You are high agency, high ownership in everything you do. You know we own our future, only we can make it happen.  If you find something that keeps us from our mission, you own it or work collaboratively with others until you find the right owner of it.

Where some see impossible, you see a way. 

• You have the strong conviction in our ability to innovate and bring financial services, and financial confidence to everyone across the continent. You turn obstacles into opportunity, chance into change.

You move fast and fix things. 

• You publish early and often, when you fail you learn and go again. You know that speed gives you the licence to fail, because you’re moving fast enough to correct course.

You love creating more with less. 

• Knowing that the biggest impact is born of the smallest acts, scale is built into your thinking from day 1. This is not about meeting the needs of thousands; it’s about exceeding the needs of millions. And working through small and mighty teams is way we’ll do it.

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.

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What will you do?

• This role will be accountable for the human capital (HC) digital transformation strategy within Sanlam Group, overseeing aspects of the HC technology and digital transformation journey, from opportunity planning and budgeting to people management, reporting, vendor management, and execution.
• The role will lead Sanlam Group’s HC technology which includes SAP SuccessFactors and intelligence transformation implementation efforts to optimise Sanlam Group’s HC capabilities and enhance the employee experience lifecycle in relation to technology.
• The role is considered to be a key pillar within Sanlam Group’s HC landscape given the need for technology and intelligence to accelerate Sanlam Group’s HC ability and presence in the market. Thus, a future-focused approach will be required, which includes the ability to seek out opportunities that maximise efficiencies within Sanlam Group’s HC technology and intelligence space, manage relevant end to end change management efforts, as well as proactively implement continuous improvement initiatives from a HC technology and intelligence viewpoint. 

What will make you successful in this role?

• Accountable for optimal technology selection, maintenance, adoption and utilisation to enable seamless integration and efficiency in Sanlam Group’s HC processes with minimal errors.
• Own and drive technology implementations and augmentations that maximise useability, adoption, the workforce digital journey, and optimises the user experiences in a landscape of constant complexity. 
• Lead continuous improvement processes based on the understanding of existing and emerging technology trends to ensure that the function’s operations are future-focused and competitive. 
• Deliver value-add HC data and technology solutions with speed, maximum impact, and minimal delay.
• Responsible for swift query resolution and can minimise downtime during any potential technology crash through efficient resolution tactics, within a limited timeframe.
• Ensure 90% uptime of HC technology solutions at all times, in order to maintain reliable client service streams in terms of HC technology and intelligence solutions.
• Implement Sanlam Group’s HC data and analytics reporting practices through the use of technology solutions, which are aligned to desired Sanlam Group’s HC metrics.

Detail Deliverables

Digital Transformation Strategy Implementation 

• Lead the execution of Sanam Group’s HC digital strategy for the hire to retire employee life cycle to maximise efficiency, value, and cost optimisation for technology related HC processes for Sanlam Group.

Technology Stack Management and Pro-active Enhancement

• Oversee and manage the HC technology practice within Sanlam Group in terms of identifying, maintaining, augmenting current technology solutions and best practices to maximise efficiency and quality of HC data and intelligence.
• Implement comprehensive intelligence practices to gain a holistic understanding of past data, as well as enable accurate predictive analytics for workforce intelligence 

Reporting, Analytics and Presentations

• Develop reports and present required business cases, opportunities, the function’s journey, and new concepts at relevant Steering Committees (i.e. monthly, bi-weekly and ad-hoc) and at HC leadership sessions to inform decision making related to this function.

Stakeholder Engagement

• Develop and maintain relationships with key internal and external stakeholders to collaborate on metrics, goals and business reviews for effective HC technology and intelligence sustainability and effectiveness. 

Governance 

• Ensure compliance from a HC technology and intelligence viewpoint by overseeing that all HC technology and intelligence activities within Sanlam Group, including within IT change management activities, are conducted in a compliant and ethical manner, by articulating and implementing compliance practices and controls that ensure adherence to all relevant regulations, standards and policies. 

Technology Vendor Engagement

• Manage service level agreements with vendors timeously to ensure cost-effective service delivery, minimise errors and downtime.
• Monitor vendor service efficiency and establish continuous improvement practices for vendor delivery to maximise vendor service efficiency and quality.    

Team Leadership 

• Provide leadership, coaching and direction to the team to drive a high-performance team culture.
• Emphasise and implement strong team culture, well-being, ethics, and adaptability practices to ensure a supportive, inclusive and efficient team environment. 

Qualification and Experience

• Bachelor's degree with at least 10 years' experience in leading strategy and technology in a large organisation
• A post-graduate qualification will be advantageous
• Strong SAP and systems framework

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What will you do?

• To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework. 
• To work in allocated key accounts and allocated markets.
• To offer customer service to Sanlam clients.
• To arrange appointments with potential customers within Key Accounts and Allocated Markets.
• To update and inform customers and client public of our new products.

Qualification & experience

• FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.
• Matric (grade 12) or NQF level 4
• RE5 an advantage
• Clear Credit and Criminal records
• FAIS Compliance
• At least two years’ work experience within sales or marketing

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JOB DESCRIPTION

• The successful candidates will offer world class products and services to clients, whilst achieving sales targets in an inbound and outbound call centre environment.

KEY RESPONSIBILITIES

• Meeting sales targets
• Quality (Compliance with all relevant internal and external rules e.g. TCF, CPA and internal Sales processes)
• Offering outstanding customer experience
• Strict adherence to scheduling

QUALIFICATIONS AND EXPERIENCE

• Matric/ Grade 12
• RE Certificate (advantageous)
• Minimum 30 Personal Lines Short-term Insurance credits (advantageous)
• Minimum 2 years’ experience within a sales inbound/outbound call.
• Fluent in English and one other official language.
• Compliance with FAIS Fit and Proper criteria i.e. minimum experience and competency requirements, which can be obtained while working under supervision.
• Be available to work shifts as well as overtime.
• Solid sales track record.
• Knowledge of short-term insurance processes, procedures and business rules advantageous.
• Clean track record in terms of adherence to quality standards and compliance.
• Consistent target achievement.

SKILLS

• Excellent telephonic etiquette
• Selling skills
• Computer literate (MS Office package).
• Client service oriented
• Negotiation skills
• Deadline and results-driven

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What will you do?

• Responsible for the timely and effective response to IT user queries and problems through the receipt and logging of problems and the co-ordination of rapid and appropriate responses for basic problem resolution for new and existing systems, and provides basic telephonic training on these systems when required. Escalates more complex problems but must manage the incident to completion. Identifies interim and long-term solutions and provides regular updates to the Senior Problem Analyst. Participates in internal forums and work groups to contribute to the methodology and standards.

What will make you successful in this role?

• Deliver a first line support service via the Service Desk by logging Incidents and Service Requests received telephonically and via e-mail.
• Offering technical advice to end users. This will include working as part of a team, to share knowledge and work together to increase performance standards.
• Actively troubleshoot to identify, assess, record, resolve and / or escalate incidents and service requests ensuring they are handled within the agreed SLA, according to the agreed processes and in a professional and customer sensitive manner.
• Deliver an after hour standby first line support service to end users. This is a Service that is delivered by the Service Desk team on a rotational basis.
• Providing daily feedback to end users on outstanding active calls.
• Manage a variety of tasks and activities which may require adjustments to priorities to satisfy business needs.
• Work within defined deadlines as part of a team and on an individual basis ensuring assigned work is effectively managed.
• Any task given to ensure great service delivery.

Qualification and Experience

Qualifications

• Grade 12
• ITIL Foundation certified preferable
• A+ and N+ certification preferable
• Diploma/Degree in Information Technology would be advantageous

Experience

• 2 years working experience on a Service Desk Agent

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What will make you successful in this role?

What success will look like for you 12 months into the role.

Build a configurable data ingestion platform to collect and protect data from any on-prem or cloud-based source within two weeks or less:

•  Through a mixture of building and buying, you’ve assembled a tool suite of ingestion tools, optimized for cost efficiency and reliability. Success will be measured by the consistent achievement of the two-week ingestion target while maintaining high reliability and security.

Build a high performing engineering team : 

• You've built a lean, high-ownership, high-agency teams with clear missions and success metrics and ensured continuous performance improvement each month. Success was measured by the consistent delivery against your service level objectives (e.g. new data acquired from any source in 2 weeks or less) and the achievement of your yearly OKR's. 

Define and measure team success :

• Define or refine success metrics and Service Level Objectives (SLO's) for your part of the platform to cover adoption, satisfaction, cost as well and reliability. Service Level Indicators (SLI's) such as accuracy, recency and latency. Inspire your entire team to take full ownership of their performance as measured through these metrics. Success will be measured by the continuous improvement of performance the metrics as well as unanimous approval of their definitions.

Ensure your teams have everything they need to be successful :

• Identify the capability (i.e. skills) and capacity (i.e. enough of them) your team needs to be successful, with little dependency on other teams throughout execution. Think holistically, from data science and research to design and engineering. Attract, hire and onboard all talent you identify in your planning. Success will be measured by team delivery and satisfaction, as well as the number of new hires who meet our high-performance expectations on their 12 month anniversary. 

Ensure the team has what they need from other teams and contract with the other teams :

• Contract with the other teams you depend on to ensure clear boundaries and high performance to the level you need to enable your own high performance. Success will be measured by the absence of externally imposed blockers based on things the team can (or should) control.

Cultivate and maintain a culture of excellence and continuous improvement fostering : 

• Foster a culture of ownership, curiosity, and continuous learning in your teams. Work with the delivery lead to carry out pre and post-mortems, sharing lessons learned across the organization along with how you are improving based on those lessons. Championed the development of your direct reports and teams, as they self-assess and develop their own individual learnings. Success will be measured by the continuous growth of practices and individual excellence in the team. 

Qualification

• Matric
• National Diploma in an Information Technology related discipline or a bachelor's degree in computer science, Statistics, Informatics, Information Systems, or a quantitative field will be recommended.

Experience

• 7+ years' experience in leading engineering teams with at least 2 in a modern context with cloud technologies and autonomous high performing team organisational patterns
• A track record of high impact and investing in your own development

Skills and Thinking Preference

• Look for ways to do, instead of reasons not to. You are high agency, high ownership in everything you do. Knowing that we own our future, only we can make it happen.  If you find something that keeps us from our mission, you own it or work collaboratively with others until you find the right owner of it.
• Where some see impossible, you see a way. You have strong conviction in our ability to innovate and bring financial services, and financial confidence to everyone across the continent. Turn obstacles into opportunity, chance into change.
• You move fast and fix things. You publish early and often, when fail, you learn and move forward again. You know that speed gives you the licence to fail, because you’re moving fast enough to correct course.
• You are creating more with less. Knowing that the biggest impact is born of the smallest acts, scale is built into your thinking from day 1. This is not about meeting the needs of thousands; it’s about exceeding the needs of millions. And working through small and mighty teams is way we’ll do it. 
• 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.

go to method of application »

What will make you successful in this role?

• Maximized ‘flow’ time for engineer execution: Team has most time possible to focus on delivering impactful outputs and achieving their objectives.
• Meetings and ceremonies aligned to performance: All regular interactions, from sprint planning to retrospectives, are optimized to directly enhance team performance and drive outcomes. Zero wasted hours in team meetings.
• Clear alignment from missions to sprint tasks: Supporting Product Manager to in achieving seamless cascading from missions to OKRs, EPICS, initiatives down to daily work, eliminating duplication of discussions and delays. 
• Elimination of persistent blockers: Proactively addresses and removes obstacles, ensuring that no blockers persist across sprints and the team can maintain momentum.

Qualification

• Matric
• Relevant IT Qualification (IT Degree or Diploma) will be advantageous 
• Scrum Master certification will be advantageous

Experience

• 3+ years in a similar role with at least 1 year in team and/or company that builds technology
• Track record of high impact and investing in your own development