Top Jobs at Sanlam Group

What will you do?

• This role is responsible for supporting the business unit in all human capital matters, including implementing the human capital plans and programmes that support the management of talent within the business unit where it operates.
• The role needs to operate between business and human capital, focusing on meeting the business unit people needs, while ensuring compliance with regulations and adherence to Sanlam’s HC policies and processes.

What will make you successful in this role?

• This role is required to operate at a tactical level, dealing with difficult and somewhat complex challenges under limited oversight, but leveraging of existing frameworks, policies, guidelines, and practices to address those challenges.
• The role is required to influence decision-making related to people matters at business unit level and leverage of the HC network to deliver on the business needs.

These are the key outcomes expected from this role:

• Be a trusted advisor to the business and managers on all people matters.
• Support the business in their people needs, including talent acquisition, talent management and development, performance management, rewards, and recognition.
• Drive awareness and understanding of Sanlam’s people strategy, policies and practices and ensure adherence to HC frameworks and guidelines.
  Ensure regulatory compliance across the people practices.
• Be an agent of change and support the implementation of change and transformation programmes across the business unit.
• Accountable for all reporting, analytics and measurement related to HC in the business unit.

Key Deliverables:

Business partnering

• Act as a trusted liaison between business and human capital, by having a good understanding of the business and how it generates value for the various stakeholders and broad experience and understanding of human capital practices and disciplines, to provide sound advice to business and managers on how to drive engagement and performance of their people, leveraging of Sanlam’s people practices and policies.

Strategy execution

• Support the Human Capital Strategy execution at business unit level, by contributing and monitoring the implementation of the HC plans.

Policy implementation:

• Keep abreast of all Human Capital policies and policy changes and ensure that business and employees are aware and have a good understanding of the Sanlam HC policies, driving and monitoring adherence to policies.
• Regularly engage with business to understand the effectiveness of HC policies in the business unit and provide recommendations to Human Capital leadership on policy changes/enhancements that will better support the business and talent management.

Transformation and change

• Drive the implementation of diversity & inclusion, transformation and change processes and plans, engaging with business to get buy-in and facilitate the change and transformation processes.
• Act as a change and transformation champion to the business unit, monitoring the progress and effectiveness of the programmes, plans and processes and providing regular feedback and updates to HC Leadership and CoEs.

Compliance

• Ensure adherence to labour regulations and legislation, by engaging with business on a regular basis to create awareness of regulatory requirements, monitoring compliance across the different human capital processes and taking action either directly or through escalation in case of non-compliance.

Talent acquisition and onboarding

• Drive the talent acquisition process, from business need identification, role and candidate profiling to candidate sourcing and selection.
• Leverage Sanlam’s job architecture and talent acquisition frameworks and assessment tools to ensure business needs are met, in terms of skills, capabilities and fit.
• Support business in onboarding new employees, to ensure a smooth integration within the business unit and awareness and understanding of the Sanlam’s employee value proposition, rewards and benefits programmes, people processes and policies.

Talent management

• Drive the execution of leadership and development programmes, namely programmes for new talent (internships, graduates, bursaries, youth), development, upskilling and reskilling programmes, including, but not limited to, leadership skills, skills of the future, soft skills, technical skills, product training, by: facilitating the programme execution processes; engaging with the Talent and L&D CoEs to ensure training content is curated and available on the training platforms; liaising and coordinating training through external providers; and monitoring the execution and effectiveness of implemented programmes.
• Facilitate the talent management and review processes, as well as career and performance management processes with business, in line with the defined frameworks and guidelines, to ensure that the processes are completed effectively and talent identification, classification and performance is done in adherence to Sanlam’s talent and performance frameworks.

Analytics and reporting

• Provide data and insights to both business and Human Capital leadership and CoEs, by analyzing relevant data across the different HC processes and programmes, combined with an understanding of trends across the industry, market and global talent practices.
• Compile reports that highlight any areas of concern or opportunities for improvement.

Qualification and Experience

• Degree in Human Resources Management or related field,  with at least 5 years related experience
• Labour Law/LLB post-graduate qualification will be advantageous

Knowledge and Skills

Tactical level knowledge and experience in the following core areas:

• Sound experience in the Human Capital generalist roles in a corporate environment, preferably in insurance (high volume sales), including, but not limited to, talent acquisition, performance management, skills development, learning & development, and employee relations.
• Proven experience as a change agent and/or in supporting transformation initiatives.
• Reasonable understanding and relevant experience with local regulations and labour legislation, including, but not limited to, Employment Equity, Labour Relations, Basic Conditions of Employment and Skills Development.
• Basic understanding of remuneration and benefits concepts and practices in the market, gained through previous experience or training.
  Good business acumen and financial acumen, developed in prior experience in business partnering roles, to quickly grasp how business generates revenue and value.
• Relevant experience in matrix organizations and engaging with different levels within the organization, enabled by a good networking and influencing skills and good organizational awareness.
• Technological savvy, to efficiently leverage of Sanlam’s systems and tools, as well as to extract relevant data and information.

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What will you do?

• As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
• Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy. 
• Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience. 
• Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
• Ensure retail branch sales delivery and establish and drive a service culture. 
• Ensure compliance, quality, and risk management. 
• Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
• Monthly planning and reporting of sales and service activities in the Branch.
• Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships. 

Education and Experience:

• Matric (Grade 12).
• RE1 and RE5. 
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
• Class of Business accreditation (annual). 
• Compliant with continuous professional development (CPD) current and past cycles.
• A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
• Service Management experience is essential.
• Insurance sales experience.
• Credit and lending experience.

Knowledge, Skills and Competencies:

• Sales tactics and approaches. 
• Stakeholder engagement and management.
• Customer service and engagement. 
• Relevant Regulatory frameworks, policies, and standards. 
• Sanlam insurance products (ideal).
• People management practices and principles.
• Business Acumen.
• Computer literate.
• Data and analytics (including data visualisation).
• Project management.
• Critical thinking and problem-solving skills.
• Strong communicator (verbally and in writing).
• Able to lead and motivate a team.
• Driven to exceed targets.
• Organising skills.
• Adaptable and able to learn quickly.
• Resilient and open to change.

go to method of application »

What will you do?

• As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
• Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy. 
• Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience. 
• Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
• Ensure retail branch sales delivery and establish and drive a service culture. 
• Ensure compliance, quality, and risk management. 
• Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
• Monthly planning and reporting of sales and service activities in the Branch.
• Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships. 

Education and Experience:

• Matric (Grade 12).
• RE1 and RE5. 
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
• Class of Business accreditation (annual). 
• Compliant with continuous professional development (CPD) current and past cycles.
• A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
• Service Management experience is essential.
• Insurance sales experience.
• Credit and lending experience.

Knowledge, Skills and Competencies:

• Sales tactics and approaches. 
• Stakeholder engagement and management.
• Customer service and engagement. 
• Relevant Regulatory frameworks, policies, and standards. 
• Sanlam insurance products (ideal).
• People management practices and principles.
• Business Acumen.
• Computer literate.
• Data and analytics (including data visualisation).
• Project management.
• Critical thinking and problem-solving skills.
• Strong communicator (verbally and in writing).
• Able to lead and motivate a team.
• Driven to exceed targets.
• Organising skills.
• Adaptable and able to learn quickly.
• Resilient and open to change.

go to method of application »

What will you do?

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

What will make you successful in this role?

Assist in growing the Sanlam Adviser Business

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

Undertake relevant behaviours to attain targets relating to:

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

Networking, prospecting and leads generation

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

Client consultations and sales

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

Client Service

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

Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

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

Qualification and Experience

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

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Job Purpose

• The primary purpose of the Party Due Diligence (PDD) consultant is to assist the Anti-Money Laundering team in developing the capability to address party due diligence in a manner that will enable the business to meet the requirements of AML/CFT standards, and other regulatory requirements that expressly or implicitly require such due diligence during the course of the business relationship.

Key Outcomes

The following outcomes will be expected to be achieved by the PDD consultant:

• Conduct screening and investigations using systems such as Siron and ORMS;
• Conduct manual screening via Online Questionnaire (ad hoc requests);
• Conduct an analysis on all medium risk transaction, record the analysis and close the alert;
• Conduct CDD checks on existing clients and ensure compliance with AML regulations;
• Investigate source of funds for clients;
• Escalate any alerts where either a final determination cannot yet be made or where any other escalation criteria are met;
• Clearing of Identity Match queue, including backlog;
• Analyse and release annual baseline screening clients;
• Performs adhoc and other related duties as assigned;
• Investigate Section 27 requests from SLS AML Office
• Liase with stakeholders to ensure all necessary requirements/documents are on recor 

Qualifications and Experience

• Relevant Tertiary qualification preferred 
• 2 – 3 years Financial Services experience  
• Exposure to a governance environment to your advantage 
• Computer literacy (MS Office and MS Excel intermediate level)

Competencies 

• Client focus
• Cultivates innovation
• Collaborates
• Being resilient
• Drive results
• Attention to detail & diligent information gatherer 
• Managing workload & ability to thrive under pressure 

Attributes

• Positive enthusiastic attitude
• Teamwork 
• Can-do attitude
• Performance driven
• Ability to work independently in a high paced environment
• Team player who contributes to growing and preserving team culture

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What will you do?

• The Support Assistant: HPC is primarily responsible for the processing of all new business applications, follow up of outstanding requirements with Sanlam sales support assistants as well as clients to ensure finalization of applications as soon as possible.
• The position also requires the person to assist with client services and after sales service offering to clients to maximize customer retention and referral.
• The Support Assistant will also have secondary responsibilities as required.

New Business Processing

Prepare final quotations

• Prepare and finalise financial needs analysis using correct information supplied by advisers.
• Ensure new business application forms are completed accurately and processed correctly
• Follow up on outstanding requirements with clients and sales support assist and ensure outstanding requirements are received timeously.
• Capture notes on client management system and scan all relevant documentation onto the system for record keeping purposes.
• Process AltRisk applications as and when required according to Sanlam rules

Customer Services

• Ensure the accurate production of all customer portfolio review documentation and reports.
• Regularly update and maintain customer, insurance and investment information in the customer management system.
• Implementation of all switches or repurchases, including all fund manager follow-ups. 
• Co-ordination of all claims correspondence and life office follow-up of claims progress.
• Record all customer contact on the customer management system.
• Ensure all changes to customer details are communicated to and implemented by the appropriate fund managers and life offices.
• Ensure all customer problems are solved in an efficient manner, often handling the liaison with fund managers, life offices and customers.  
• Contribute towards the maintenance of existing customer relationships with the company
• Drawing up of wills for walk-in clients.  Ensuring that wills are properly signed and witnessed and filed with Sanlam Trust with valid copy to client for safe keeping.
• Outstanding premiums/lapse management
• Draw outstanding premium list weekly.
• Contact clients to inform them about the risk and make the necessary arrangements to pay premiums in arrears. Inform clients of available options and assist in implementing appropriate option
• Case tracking 
• Create and manage daily unissued reports 
• Client and adviser follow ups for missing information/documents 
• Booking medicals 
• Liaising and relaying information with Sanlam HQ and responsible parties 

What will make you successful in this role?

Qualification & experience 

• Matric 
• Minimum 2 years’ experience in a similar environment

Knowledge and skills 

• MS: Office (Excel, Word, PP); Outlook.
• Knowledge of Sanfin and Sanport
• Service and customer orientated
• Natural relationship builder
• Pro-active and energetic
• Goal and target motivated
• Socially confident and skilled to communicate well 

Personal qualities

• Cultivates Innovation
• Client Centricity 
• Drives Results
• Collaborates
• Flexibility and Adaptability
• Plans and Aligns
• Communicates Effectively
• Business Insight
• Optimizes Work Processes
• Decision Quality
• Treating Customers Fairly