Trending Jobs at Sanlam Group

What will you do?

• This is a national position reporting to the Head:  Advisory & Intermediary Services.  
• This position is responsible to support the SRM’s, BAC’s and sales intermediaries with different processes, training, sales tools application, campaigns and general coaching that will enable them to be more knowledgeable and confident to sell and be effective in their jobs.  

Key responsibilities for this role are;

Output/Core Tasks:

• Form part of and serve on the SFP Advisory & Intermediary Services Sales Management Team, and contribute to the operational management of the unit
• Understand the SFP strategy and planning for the year and how to effectively execution and support this
• Contribute to ensuring that the unit is cost effective in its initiatives and utilisation of resources.
• Ensure that SFP leads generation processes and procedures are clear and understood by all sales staff
• Liaise and engage with leads generation departments in Product Providers and Sanlam to continually enhance and optimise the flow of qualified leads              to SFP.  
• Undertake monitoring of leads passed onto SFP planners from Product Providers to ensure response and take up as well as conversion.  
• By undertaking pro-active MIS diagnosis and analysis, pick up on trends and patterns in terms of take-up/conversion of leads.  Report or intervene     as required
• Work closely with SFP management to create a campaign calendar for the year based on key focus areas.  Communicate this to the business.  
• Work collaboratively with Regional Managers to develop campaigns initiatives ideas and briefs
• Cost and budget for the campaign build and execution
• Liaise with Product Providers for any special ‘packaging’ and contract support that may be needed
• Liaise with other companies licensed to sell products through SFP to ensure their campaigns are supported within SFP 
• Assist Regional Managers and Financial Planners to co-ordinate the planning and execution of campaigns
• Monitor and evaluate the success of campaigns and give management appropriate feedback.  
• Support Regional Managers and Financial Planners to identify and prospect new worksites.  
• Regularly evaluate the success of the worksites and marketing initiatives with Regional Managers
• Based on a thorough understanding of all sales processes, products, sales tools and skills ensure that relevant training is delivered to SFP staff     to enable their effectiveness.  
• Ensure that all training is customised and focused on the SFP value proposition.
• Gain a thorough understanding of all the sales processes, systems, tools, products and applications and continually evaluate these for their  effectiveness.  

What will make you successful in this role?

• Investigate existing and new sales enablement tools that will assist the planner to be more productive and marketing focussed.  
• Work closely with Product Providers to ensure that products are well supported in terms of marketing materials, are packaged and focussed on the SFP     value           proposition.  Ensure that appropriate customisation happens that can enable SFP sale staff.  
• Be actively involved in setting, reviewing and monitoring the adherence to business standards and rules within SFP when conducting sound practices.
• Support and give technical input, guidance and set standards/processes for various programs and structures running within SFP.  
• Ensure that there is the general promotion of EoDB ( Ease of doing business) with respect to processes and procedures relating to sales and     assistance to intermediaries.  
• Resolve queries and business problems that may arise from Financial Planners and Regional Managers
• Assist with the facilitation of cross- sell opportunities within practises.

Qualification & experience 

• Grade 12
• Commercial/Financial or business-related diploma/degree is preferable
• Extensive Financial Services experience in a marketing/sales or operations environment

Knowledge and skills 
IT:

• MS: Office (Excell, Word, PP)
• MS: Outlook
• Sanfin, Sanport
• Xplan

Business:

• Financial Services Industry Knowledge 
• Financial Services Product Knowledge (Sanlam and competitors) 
• Relevant regulatory legislation and compliance knowledge 
• Legal technical Knowledge (product related)
• Knowledge of financial practices/brokerages/franchise concepts and operations 
• Risk management
• Distribution business knowledge
• Business metrics and measurements
• Sales and marketing
• Leads management
• Advisor digital enablement and support
• Campaign development and support
• Budgets and expense management
• SFP value proposition

Personal Attributes:

• Proactive
• Collaborator
• Structured, organised and process orientated
• Sound communication and relationship building skills
• Results and execution focused (goal orientated)
• Able to coach and develop staff
• Sales orientation
• Determined and goal orientated
• Ability to motivate and build a team
• Strong operational skills and knowledge

Personal qualities 

• Cultivates Innovation 
• Client Centricity 
• Results Driven 
• Collaboration 
• Flexibility and Adaptability 
• Drives Vision and Purpose 
• Business Insight 
• Directs Work
• Decision Quality
• TCF 

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What will you do?

• Help define and execute design system components within Figma, Token Studio and support the development of components within the design system team
• QA the components executed within the design system team
• Research and advise on best practices related to design system component structures, tokenisation and the latest developments in the industry
• Inform the design and structure of scalable components in collaboration with product design and the design system teams
• Understand and implement component and tokenisation requirements from the Sanlam Group
• Assist in the documentation of design system principles, tokenisation schemas and patterns for both internal use in the design system team and external use for designers across Sanlam

Qualification and Experience

• Bachelor's degree in design, Information Technology or related field.
• Basic experience creating components and tokens in design systems and working with software development teams.

Knowledge and Skills

• Working knowledge of Figma, Tokens Studio
• Understanding of UX principles and customer centric design
• Excellent technical abilities and understanding of basic development methodologies
• Excellent technical abilities creating components and tokens in Figma
• Experience in the Financial Services Industry advantageous
• User experience research advantageous
• Results Driven
• Detail driven

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Job Purpose

• The Senior ER & HC Business Partner will work with the leadership team to implement the Human Capital strategy, to ensure that the business executes on the people agenda. The role is responsible for providing guidance on matters relating to company policy and labour relations.  
• Key to the success of the role is the ability to develop strategic partnerships with the business leaders to deliver consistent high-quality HR services with experience in Employee Relations risk mitigation. 

Key Outcomes

Supports leadership team on people issues 

• Translates business requirements into effective HC practices delivering people solutions aligned to the objectives for the business area
• Influences leadership around people agenda and issues

Owns talent management for the business area

• Builds leadership competence through coaching and guides line management around people processes 
• Implements talent management framework (including succession management)
• Identifies the immediate and long-term talent issues that impact the area and put appropriate plans in place to address
• Agree suitable strategies to ensure talent pipelines are in place at leadership, technical and operational levels to meet the performance and growth objectives of the business area
• Ensures the retention of high performing and high potential employees through the proper management of learning and development opportunities, mentoring, coaching and reward 

Manages talent acquisition 

• Supports the business with the recruitment and placement of talent.
• Identifies critical and scarce skills for business unit and agree strategies with all relevant COE’s (e.g. Talent acquisition, L&D & Total Rewards) to ensure appropriate pipelines over short and longer term.

Helps to shape the culture 

• Ensures that values and leadership standards are communicated and understood at all levels in business area
• Helps the business area establish and maintain high levels of employee engagement 
• Assists the business to drive participation in employee engagement initiatives and partners with the business to develop solutions to address any engagement concerns

Delivers key HR initiatives as the key interface 

• Partners with key stakeholders within business area to ensure that all HC projects are appropriately communicated    
• Co-ordinates project integration initiatives into annual plan 

Facilitates reward processes

• Supports the leadership during the annual remuneration and employee benefits review process

Drives the transformation agenda 

• Supports business in developing their EE plan (including numerical targets and AA actions)
• Facilitates the alignment of business strategy and EE plan
• Ensures execution of all initiatives in line with the BU EE Plan

Key Outcomes Cont'd

Manages employee relations processes

• Acts as first line of contact for any employee relations matter ensuring all risks are managed within the framework of best practice and all relevant legislation
• To provide an end-to-end case management service with regards to all ER processes to ensure compliance.
• Facilitate, investigate and close out HR related Hotline cases
• Advise and educate management and employees on HC policies and procedures to ensure adherence
• Implement and execute all people processes and practices fairly 
• Support, develop and coach line managers to manage employee relations matters
• Monitors ER indicators e.g number of disputes, grievances and recommends corrective action for enhanced ER reporting
• Support HC team on ER matters to minimize risk

Qualifications and Experience

• Degree or Diploma in HR/Law/ Employee Relations related field with 4 to 6 years related experience or qualified by extensive experience.
• A strong understanding of HR legislation and labour law with the ability to apply relevant legislations in the work environment.
• Expert knowledge of the LRA, BCEA, EE and regulations.
• Collective Bargaining Process Knowledge.

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Ideal candidates will be responsible for:

• New Business sales: Personal Lines and Commercial Lines
• Client services, renewals and amendments
• Building own portfolio
• Prospecting of new opportunities
• Addressing client needs by offering the relevant solutions and products available
• The purpose of the role is to provide new and existing clients with professional and relevant financial Short-Term Insurance advice and products (sales) that are suited to their needs and requirements.

Minimum Requirements:

• Matric / Grade 12
• Relevant qualification Short term insurance – NQF 4 or if applicable, FAIS credits
• At least 2 years sales experience in short term insurance (Personal lines and Commercial lines)
• RE5 required
• Good written and verbal communication skills
• Clear credit & criminal record
• Own transport and drivers’ license

What will you do?

• You will provide new and existing clients with professional and relevant financial advice, planning, and products (sales) suited to their needs. You will be responsible for procuring sustainable, high-quality business in line with the targets set. Additionally, you will build and maintain a portfolio of clients, ensuring long-term relationships that foster loyalty to the brand and generate ongoing advice and sales. This role offers the opportunity to earn recurring commission, further rewarding your efforts in maintaining and growing your client base. All activities must be undertaken in a compliant and ethical manner, supporting the ongoing growth and sustainability of the Sanlam Group business and brand.

What will make you successful on this role?

• Consistent performance meeting minimum production requirements.
• Building a strong pipeline through effective prospecting.
• Applying technical insurance knowledge and principles of risk management to maintain a profitable portfolio.

Undertake Relevant Behaviours To Attain Targets Relating To

• Adhering to compliance and ensuring comprehensive Record of Advice completion.
• Promoting the Sanlam and Santam brand.
• Treating customers fairly in all client engagements.
• Aligning the role to your personal career aspirations.

Responsibilities:

• Networking, prospecting, and lead generation.
• Face-to-face interactions, social or business, to create business opportunities.
• Prospecting 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.
• Using existing sources to establish opportunities across Sanlam businesses.
• Personalized client value propositions.
• Marketing on social media.
• 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 responding to client needs, discussions at renewal, managing unpaid premiums of clients, and cancellations.

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 client’s short term insurance needs.
• Present short-term insurance solutions to the client professionally and competently aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review client’s portfolio annually with a full Record of advice.

Client Service:

• Ensure all client interactions are ethical, courteous, and professional.
• Managing client’s claims needs from registration to settlement.
• 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 to service clients within the defined market.
• Initiate long-term client relationships and maintain a relational focus.

Monitoring, updating, 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.

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What will you do?

• To consult to the trustees/management committees of retirement funds and employers, assist in the daily managing and logistical control of the funds, to co-ordinate and facilitate between departments, with the ultimate objective of owning the relationship of a portfolio of clients 
• Ensure the smooth running of a branch and the daily activities of a team of Consultants to deliver on the strategic direction of the branch and Simeka overall by ensuring client satisfaction, retention and overall client expansion. This role will be balanced between managing the branch and managing an individual portfolio of clients.

Key Responsibilities

• Management oversight to the Durban benefit consulting team and be a leader within the broader Simeka business.  
• Ensuring that a portfolio of clients is adequately serviced
• Technical excellence and client centricity in servicing corporate clients
• Embodying TCF in client interaction
• Drive a robust high-performance culture based on the core values that Simeka employees are required to demonstrate.  
• Manage the communication plan of the Funds
• Facilitating and coordinating internal departments
• Self-development
• Build client relationships and ensure client retention
• Ensure that the overall standard of agenda packs, minutes and consulting advice is maintained
• Attend and coordinate Trustee Meetings and/or Joint Forum Meetings
• Provide monthly reporting via required reports on operating functions of portfolio
• Direct employee training to improve efficiency
• Ensure that standard procedures, practices and Client servicing are maintained and adhered to
• Risk awareness and the management of these risks
• Awareness of regulatory legislation and developments within the industry
• Monitor budgets, targets and fees
• Participate in Simeka’s vision to become a thought leader
• Strong focus on growing the business 
• Possess the drive and determination to deliver results and inspire others to continuously improve.

Qualification and Experience

• BCom Degree or BA Law / LLB or equivalent NQF level
• CFP advantageous
• FAIS accreditation required
• Own car and driver’s license 
• Minimum of 7 years Benefit Consulting Experience at a management level is required

Knowledge and Skills

• A proven track record of managing people is advantageous
• Knowledge of Employee Benefits and wider financial services industry and process
• Product knowledge and understanding of the Group Risk and/ or Retirement Fund Industry.
• Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint)

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PURPOSE OF THE ROLE

• 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 services.

KEY RESPONSIBILITIES
Sales delivery

• Gain and maintain an in-depth understanding of SRM product ranges.
• Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
• Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
• Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
• Conduct due diligence on clients to identify and flag risks.
• Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

In-branch client service and client retention

• Responsible for servicing and managing all client profiles to ensure clients remain on the books.
• Send payment reminders, conduct follow-ups, and remain in contact to address potentialqueries 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.

KNOWLEDGE AND SKILLS
Knowledge:

• Client service.
• Sales and cross-selling tactics and strategies (client optimisation).
• Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and
• providing advice would be ideal.
• Knowledge on insurance products would be advantageous.

Experience:

• One year experience in a sales or marketing capacity
• Experience within insurance branches an advantage

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What will you do?

• To grow the existing Simeka Health book through the identification and acquisition of new corporate health clients nationally. Simeka Health provides best advice regarding health and wellness solutions to meet the needs of corporate employers and employees.

Key Responsibilities

• Grow the client base against defined sales targets, through overall sales strategies and plans.
• Actively drive sales through ongoing relationship building and engagement with new and existing clients.  
• Provide input into the Simeka Health business strategy with a focus on the development of business growth strategies and execution against these.
• Conduct research on the corporate employer market, staying abreast of competitor landscape and shifting Corporate needs to identify prospective clients 
• Provide input into marketing strategies to promote Simeka Health and engage identified target clients and audiences.  
• Provide Health solution strategy support and advice to help Employers achieve the outcomes they seek and meet employee needs
• Be part of the negotiating process regarding pricing and oversee new business on-boarding in conjunction with product partners and servicing teams.  
• Act as the primary point of contact and relationship to establish Simeka Health as the preferred Health advisory service to the Employer
• Report against growth strategies and targets
• Adhere to sound risk and governance management practices
• Have / maintain a thorough understanding of applicable legislation affecting Sanlam Corporate products and services
• Relationship building 
• Develop interpersonal relationships within Simeka Health to ensure sound team dynamics and delivery of ongoing servicing support to client accounts.
• Have / maintain an in-depth knowledge of products.
• Have / maintain an in-depth knowledge of competitors in the market 

Qualification and Experience

• A post Matric qualification (Degree highly preferable)
• RE5
• FAIS and CMS accreditation required
• Own car and driver’s license 
• Minimum of 3 years corporate healthcare sales experience is required

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What will you do?

• Portfolio Manager will be responsible for portfolio management activities which include the execution of the business strategy and the achievement of financial objectives of the SA Direct Property business and, specifically, the Sanlam Investments (SI) Property Impact Fund, in line with the SAI and SI strategy.

What will make you successful in this role?

• Optimisation of the property portfolio composition by providing input into the acquisition, disposal and refurbishment of properties under management.
• Provide input into the strategic planning and management of the SI Property Impact Fund property portfolio by providing input into the short and medium-term objectives to achieve the ideal portfolio composition and size.
• Valuation services related to direct property exposure.
• Establish and maintain relationships with role players in the property industry, such as developers, brokers and property owners. 
• Management of service providers to Sanlam Properties such as the manager appointed to deliver property management services to the property fund.
• Performance measurement of portfolio and client reporting.
• Grow the portfolio by identifying and evaluating property acquisitions and disposals in line with the strategic objectives of the property portfolio.
• Submit and present these investment opportunities to the SI Impact Fund Investment Committee.
• Proactively engage and conclude agreements with developers, brokers, attorneys and other property fund role players in the timeous implementation of growth strategies for the fund.
• Engage with property industry experts on conducting financial, legal and technical due diligences and conducting external valuations during acquisitions, disposals and ongoing evaluation of opportunities.
• Planning and execution of capital expenditure management on individual properties within the portfolio.
• Income and expenditure benchmarking and budget approval.
• Property life-cycle modelling and monitoring, with appropriate renewal and regeneration initiatives.
• Property portfolio specific research and general analysis of the external RSA property industry with regards to national investment supply, geographical growth potential, demographic shifts and investment trends.
• Efficiently manage all fund investors.
• Ability to source 3rd party capital and market the fund accordingly, including presenting the fund’s investment attributes and related marketing collateral to potential investors.
• Contribute and align to the strategy of the SI Property Impact Fund within SAI and SI context.
• Collaborate with other businesses within SAI and SI.  
• Critically evaluate due diligence processes for the business in terms of risk management and provide timely advice on potential risks and conflicts that have been identified.
• Participate in a team culture within SA Direct Properties and contribute to maintaining and enhancing SA Direct Properties/the SI Property Impact Fund within SAI and SI context 
• Contribute to the growth of the Real Estate pillar.
• Drive investment performance through effective asset management, development and joint-venture collaboration with appropriate industry partners and experts.

Qualification and Experience

• BCom, CFA, CA with 2 to 3 years related experience.

Knowledge and Skills

• Company research and analysis/fixed interest/alternative investments/property
• Investment Industry Knowledge
• Investment Modeling
• Investment strategies and management of complex investments
• Investment monitoring and compliance

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What will you do?

Requirements:

Operational requirements

• Provide monthly and adhoc campaigning lists.
• Data preparation, cleaning, loading and managing data lists
• Quality assurance and data validation of campaigns lists
• Assist with weekly reporting for status meetings.
• Support the overall Data strategy for the business by assisting with key deliverables within agreed timeframes.
• Adhere to all organization policies and procedures.

Analysis and Visualization

• Interpret data, analyse results using analytical techniques and provide reports and/or dashboards.
• Creating visual representations of data, such as charts and dashboards, to communicate findings effectively.
• Identify, analyse, and interpret trends or patterns in data sets.
• Use data to answer key questions about the business. 

Qualification and Experience

• Certification in Data
• Proficient in Excel and SQL
• Practical experience in analysis and analytics
• Experience working with campaign tools
• Experience and understanding of using a reporting tool (e.g. Power BI, Tableau, etc). 
• 1 - 2 years of experience within a data or analytics role

What will make you successful in this role?

• Ability to use data to create reports that help teams with business decisions. 
• Ability to use business intelligence (BI) tools and software to create reports and data visualizations that communicate data in an understandable way
• Strong analytical-thinking and problem-solving abilities
• Excellent written and verbal communication skills
• Knowledge of or experience working with Cloud services
• Strong analytical skills with the ability to collect, organize, analyse, and disseminate significant amounts of information with attention to detail and accuracy
• Experience working in an agile environment

Knowledge and Skills

• IT Data Analysis
• Data Collection
• Data Mining
• Advanced analytics to address business requirements
• New technologies and methodologies