Top Jobs at Sanlam Group

What will you do?

• The QA Competency Lead is responsible for developing, implementing, and maintaining Glacier’s test automation framework and to provide support to all IT Development teams. The QA Competency Lead will provide for enough automation coverage that will guarantee comprehensive regression testing and quality.

Key Outcomes

The following outcomes will be expected to be achieved by the QA Competency Lead:

• Create and run automation scripts
• Collaborate the Lead testers / Test analysts / Devs / Architects to ensure sufficient automated regression testing coverage
• Investigate defects and log defects (where required)
• Responsible for distributing Automation reports on a regular basis
• Keeping libraries and services up to date
• Mapping of controls and adding it to application code
• Support IT Development teams to deliver on their sprint testing goals
• Joint responsibility with Test analysts of maintaining automation datasheets
• Serve as the test automation subject matter expert 
• Optimize automation scripts to ensure maintainable code
• Ensure stability of the automation framework and environment
• Recommend and initiate enhancements to the current automation framework to ensure relevance
• Provide input to the automation strategy to ensure increasing value-add within the functional testing process
• Mentor and guide junior automation engineers

Qualifications and experience

• Relevant IT qualification
• 4+ years experience in automation scripting and automation tools
• 5+ years Functional testing experience 
• Knowledge and experience in Selenium, SpecFlow, Visual Studio, Appium, Desktop Automation 
• Experience in Back-end development, using C# and JavaScript
• Building Automation Frameworks e.g. BDD, AzureDevOps CI/CD, API Testing, WCF services etc
• Experience in Front-end development, using HTML5, WPF or any other popular JavaScript libraries

Knowledge and experience of the following processes and methodologies:

• SDLC and Testing Life Cycle
• Scrum Methodology
• Prior experience in the financial services industry would be preferred

Competencies 

• Client focus
• Cultivates innovation
• Collaborates
• Being resilient
• Drive results
• Problem solving and analysis skills
• Ability to perform well under pressure
• Planning and organising
• Decision-making ability
• Attention to detail 
• Communication skills (written & verbal)

Attributes

• Honesty, integrity and respect
• Positive, enthusiastic attitude
• Professional work standards
• Ability to motivate self and others

What will make you successful in this role?

Qualification and Experience

• Degree or Diploma with 4 to 5 years related experience.
• Degree or Diploma with 4 to 5 years related experience.

Knowledge and Skills

• Change control
• Regression testing and scripts
• Business Requirements
• System testing, analysis and reviews
• Reporting and administration

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What will you do?

• Under direct supervision, the Lead Generator is responsible for converting third-party sourced leads (from multiple lead providers/aggregators) into qualified quotes and closed policies for short-term insurance (e.g., car, household, personal lines), Educate customers at a high level on MiWay Insurance products and benefits (non‑advisory).Provides quality service to external and internal customers by ensuring accuracy in recording of data.
• This role manages the end-to-end lead lifecycle: from intake and validation, first contact and needs discovery, through to quoting, objection handling, and bind—while ensuring regulatory compliance (FAIS, POPIA, TCF) and exceptional customer experience.

Minimum Qualifications and Experience

Minimum Qualifications

• Grade 12 / NQF 4

Minimum Experience

• Less than 3 years experience in Short-term Insurance

Knowledge and Skills

• Appointment preparation and making
• Existing business processing
• Client appointments and liaison
• New Business processing
• Partnership Building

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Purpose of the Role

• The Estates Administrator is responsible for the efficient and accurate administration of deceased estates from initial reporting through to finalisation, ensuring compliance with applicable legislation and regulatory requirements.
• The role supports the effective winding up of estates by coordinating documentation, engaging with beneficiaries and relevant stakeholders, monitoring the progress of each estate, and ensuring that all administrative requirements are completed accurately and timeously.

Overview of Role Responsibilities (Level 1-13)

Operational Compliance- Level 4 - Process Expert

• Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Document Management- Level 4 - Process Expert

• Create a local document management system for an office or department.

Insurance Policy Administration- Level 4 - Process Expert

• Initiate new policies and policy amendments and process the related premium collections, liaising with the customer and/or salesperson and/or agent to clarify incomplete and potentially inaccurate information and referring complex or sensitive unresolved issues to others.

Insurance Policy Information - Level 4 - Process Expert

• Explain product status, features, and benefits, responding to customer questions to ensure understanding; refer complex, unresolved issues to others.

Operations Management- Level 4 - Process Expert

• Provide operational support by performing a range of routine activities using existing systems and protocols.

Required Skills

Policy and Regulation - Intermediate

• Works at an intermediate level to interpret and apply knowledge of laws, regulations and policies in area of expertise. Typically works with guidance.

Insurance Principles and Practice - Intermediate

• Works at an intermediate level to use and apply the core principles of insurance. Typically works with guidance.

Data Management - Insurance - Intermediate

• Works at an intermediate level to collect, store, and manage insurance-related data for accurate analysis, reporting, and compliance with industry standards. Typically works with guidance.

Document Management - Intermediate

• Works at an intermediate level to use document management tools to manage, view, organize, and store documents. Typically works with guidance.

Digital Literacy - Intermediate

• Works at an intermediate level to understand, evaluate, use, and engage with digital technology and information, as well as create and share digital content, while being aware of essentials like safety, privacy and ethical considerations. Typically works with guidance.

Transaction Integrity Management - Intermediate

• Works at an intermediate level to maintain the accuracy, security, and compliance of transactions, ensuring reliable transaction records and safeguarding against fraud and errors. Typically works with guidance.

General Experience

• Sound experience and understanding of straightforward procedures or systems (Minimum 1 year)
• 1 year experience in a LISP or the investment industry will be advantageous
• Exceptional communication skills in English – Written and Verbal

Education

• Degree or Diploma or Grade 12 with 2 to 3 years related experience.

Required Behavioural Competencies

• Ensures Accountability
• Communicates Effectively
• Plans and Aligns
• Manages Complexity
• Customer Focus
• Optimises Work Processes

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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.