Vacancies at Sanlam Group

What will you do?

PA FUNCTIONS

• Manage diary and travel logistics
• Screen and direct calls & emails and distribute correspondence
• Manage information flow in a timely and accurate manner which includes the format of information for internal and external communication
• Compile and share minutes of meetings with relevant stakeholders
• Manage all request for payments-allocate accordingly and reconcile budgets monthly
• Collect, collate and prepare data for monthly BI dashboard reporting purposes
• Co-ordinate, project manage and assist with ad-hoc projects as required
• Flight and accommodation bookings
• Collaborate with SPW marketing to facilitate all client and intermediary events

RECEPTION FUNCTIONS

• Ensure reception area is always tidy and presentable
• Welcome and direct visitors as they arrive
• Answer incoming calls and direct them to the appropriate person
• Manage meeting room bookings and calendars

ADMINISTRATIVE FUNCTIONS

• Order all branded and general stationery and manage the storage of corporate items
• Order office supplies
• Manage incoming and outgoing post and liaising with courier companies
• Creditors and expense claims
• Invoice payments
• General office management
• PDCLOP – verifying daily transactions
• Dividend withholding tax claims
• Manage ClientCare mailbox and client queries
• SIRON/ORMS client screening (Back-up only)
• THIS IS ME verification screening (Back-up only)
• Adhoc administration duties as and when required

Qualifications and experience

• Tertiary Qualification
• 3-5 years’ experience
• Experience in taking minutes

Knowledge and skills

• Own transport and Driver’s License;
• Excellent MS Office knowledge
• Excellent verbal and written communication skills (English & Afrikaans)
• Outstanding organisational and time management skills
• Power BI skills

Personal qualities

• Ability to perform well under pressure and show maturity, confidence and resilience
• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Assertive
• Passionate ownership for results
• Discretion and confidentiality
• Ability to work independently

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What will you do?

• Responsible for marketing to the senior brokers and key client companies. Promotes sales in liaison with brokers and financial institution's leads and services brokers.  Receives requests for quotations from brokers and makes alterations to existing business. Actively promotes company products. May have supervisory responsibilities.

What will make you successful in this role?

Qualification and Experience

• Grade 12 or Diploma with 5 to 6 years related experience.

Knowledge and Skills

• Broker Support
• Administration and processing of new and existing business
• Business Building
• Partnership Building
• Coach and develop others

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What will you do?

• Client reviews and performance

Portfolio Implementation

• Modelling of client portfolios
• Portfolio construction and implementation

Trading

• Execute local and offshore trades
• Equities, bonds, FX and Unit Trusts
• Oversee Corporate Actions
• Ad hoc portfolio manager and client requests

What will make you successful in this role?

• Passion for the markets
• Client Interaction / Client Centricity
• Portfolio Management
• Strong administration
• Strong attention to detail

Qualifications and experience

• B. Com/ B. Com Honours
• Trader’s exam 
• An understanding of the Private Client business and the stock-broking environment

Knowledge and skills

• Previous experience within Private Wealth industry will be advantageous
• Working knowledge of X-Plan and BDA an advantage
• Digital literacy
• Excellent numerical acumen

Personal qualities

• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results

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What will you do?

• We are seeking an experienced and highly skilled Senior C# Developer to join the SGT WebApps Team. The developer will be responsible for analysis, design, development, and maintenance of various in-house Web Applications.
• The successful candidate will play a key role in building scalable, secure, and high-performing solutions, while also mentoring junior developers. This role requires strong experience across the Microsoft technology stack, modern web frameworks, cloud platforms, and database development.

What will make you successful in this role?

• Design, develop, and maintain robust applications using C# and .NET Core (6+).
• Build and maintain RESTful APIs and web applications using ASP.NET / ASP.NET Core.
• Develop and optimize database solutions using MS SQL Server (2019+), T-SQL, and Entity Framework.
• Create and maintain reports using SQL Server Reporting Services (SSRS).
• Develop modern front-end applications using Angular (version 13 or higher).
• Design and integrate Web Services (WCF and REST).
• Deploy and support applications in AWS cloud environments.
• Ensure application performance, scalability, and security best practices.
• Participate in system architecture, design reviews, and technical decision-making.
• Troubleshoot, debug, and resolve production issues.
• Collaborate with business analysts, QA teams, and stakeholders to deliver high-quality solutions.
• Mentor junior developers and promote coding standards and best practices.
• Contribute to DevOps practices, CI/CD pipelines, and automation where applicable.
• Provide standby / support (as and when applicable).

Qualification

• Matric
• Bachelor’s degree in Computer Science, Information Technology, or related field (or equivalent experience).

Experience

• 5–8+ years of experience in software development using C# and .NET technologies.

Strong experience with:

• .NET C# including .NET Core 6+
• Entity Framework
• ASP.NET / ASP.NET Core / Web API
• Angular 13+
• MS SQL Server (2019+)
• T-SQL and SQL performance tuning
• SQL Server Reporting Services (SSRS)
• Web Services (WCF / REST)
• AWS cloud services
• Experience with version control systems (e.g., Git).
• Strong understanding of object-oriented design, design patterns, and SOLID principles.
• Unit testing

Knowledge

• Working knowledge of Visual Studio
• Systems analysis and design concepts
• Source Control concepts (trunk-based development)
• SOLID / Clean Code Principles
• Database architecture and design
• Strong SQL knowledge including performance tuning
• IIS
• Familiarity with Agile/Scrum methodologies.
• Understanding of security best practices and authentication mechanisms (OAuth, JWT).

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What will you do?

• We’re on a transformation journey to be an innovative company at forefront of the financial services industry's digital transformation. By harnessing advanced technologies such as Artificial Intelligence (AI) and Machine Learning (ML), we aim to redefine the financial landscape with intelligent, advice-led solutions. To do this, we aim to be a net producer of technology, rather than a net consumer and Product Managers are a critical part of this mission.
• This is an internal product leadership role focusing on empowering and accelerating autonomous value creation across the Sanlam Group. With your mastery of Product Management, your expertise in data ingestion, sharing and processing technologies and your experience leading high performing, autonomous technology teams, you’ll ensure business teams across the group make data a source of competitive for them in their markets..

What will make you successful in this role?

What you’ll achieve in the next 12 months:

• Achieve a free flow of information between internal users and your team(s): Identify and Conductinternal user research to understand data consumers’ needs and willingness to pay, improving satisfactionand adoption metrics. Success measured by increased user satisfaction scores and adoption rates.
• Establish a compelling product vision: Ensure you and your team are always able to articulate how theworld for your users will be different, because of your products. Be clear about how they and Sanlam willbenefit as a group, relating it to your user research. Success will be measured through internal surveys andformal approvals of the team’s OKRs by users and senior leadership.
• Establish, gain funding for and deliver an ambitious transformative roadmap:Establish acomprehensive roadmap for your products and gain the buy in of commercial and data science & analyticsleaders across the business. Lead budgeting approval discussion to release investment in data to meetbusiness needs, ensuring effective allocation of all approved engineering and financial resources. Successmeasured by roadmap approval and budget accuracy.
• Give your team the context and clarity they need to deliver the roadmap: Write detailed PRDs thatclarify ‘the what’ for development teams effectively, ensuring timely and accurate product & feature deliverybased on group needs. Provide any additional context the team needs around user stories, commercialobjectives, and so on, so they’re also clear about ‘the why’. Success measured by on-time delivery andalignment with PRD specifications along with team engagement surveys.
• Define and measure team success openly: Define or refine success metrics and Service Level Objectives(SLOs) for your part of the platform to cover adoption, satisfaction, cost as well and reliability Service LevelIndicators (SLIs) such as accuracy, recency, latency and so on. Inspire your entire team to take full ownershipof their performance as measured through these metrics. Success is measured by continuous improvement inperformance of the metrics as well as unanimous approval of their definitions.

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 data platform teams with at least 2 in a modern context with cloudtechnologies and autonomous high performing team organisational patterns
• Experience owning and managing a budget, including resource planning from storage and compute costs tocost of team development and retention
• A track record of high impact and investing in your own development

Skills & Thinking Preference

• Excellent leadership and communication skills
• Ability to collaborate effectively with various stakeholders across the organization
• You look for ways to do, instead of reasons not to. You are high agency, high ownership in everything youdo. You know we own our future, only we can make it happen. If you find something that keeps us from ourmission, 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 andbring financial services, and financial confidence to everyone across the continent. You turn obstacles intoopportunity, chance into change.
• You move fast and fix things. You publish early and often, when you fail you learn and go again. You knowthat 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 builtinto your thinking from day 1. This is not about meeting the needs of thousands; it’s about exceeding theneeds 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, howthings look for us also changes. Making tomorrow not just different, but better.

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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 potential queries or to provide support.
• Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
• Manage persistency of client payments in favour of both the branch and the client.

Gain insight into client risk profiles to proactively identify where support will be required.

• Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.

 Responsible for in-branch servicing in line with client experience standards:

• Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
• Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

Quality, compliance and continuous development

• Remain up to date with and continuously adhere to compliance and quality standards.
• Keep up to date with own registration, product knowledge and maintenance of own CPD points.
• Identify risks and flag potentially fraudulent activities.
• Keep and store relevant records of advice.
• Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making.

Monthly planning and reporting

• Responsible for reporting on activities daily, through using relevant technology platforms.
• Collate data on activities to deliver on weekly and monthly reporting deadlines.
• Perform any ad-hoc requirements as requested by the Retail Branch Manager.

Qualifications

• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment)

go to method of application »

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 potential queries or to provide support.
• Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
• Manage persistency of client payments in favour of both the branch and the client.

Gain insight into client risk profiles to proactively identify where support will be required.

• Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.

Responsible for in-branch servicing in line with client experience standards:

• Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
• Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

Quality, compliance and continuous development

• Remain up to date with and continuously adhere to compliance and quality standards.
• Keep up to date with own registration, product knowledge and maintenance of own CPD points.
• Identify risks and flag potentially fraudulent activities.
• Keep and store relevant records of advice.
• Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making.

Monthly planning and reporting

• Responsible for reporting on activities daily, through using relevant technology platforms.
• Collate data on activities to deliver on weekly and monthly reporting deadlines.
• Perform any ad-hoc requirements as requested by the Retail Branch Manager.

Qualifications

• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment)

Knowledge and Experience

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:

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches an advantage.

Skills and Competencies

• Persistently focused on achieving targets
• Analysing information
• Technologically orientated
• Selling and influencing skills
• Critical thinking skills
• Strong communicator (verbally and in writing)
• Strong customer service orientation
• Organising skills
• Adaptable and open to learning