Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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What will make you successful in this role?
What success will look like for you 12 months into the role.
- (Ingestions Squad) 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 soup 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.
- (Data products empowerment squad) Simplified data transformation and product development for the platforms SQL only users: Developed solutions that allow SQL-only users to easily schedule and orchestrate complex data transformation processes, such as through Directed Acyclic Graphs (DAGs). Success will be measured by the 100% adoption of your tools by platform users, the full deprecation of custom solutions and stored procedures, and the reliable orchestration of multi-stage transformation processes underlying our company wide data products.
- (Insights & ML tooling squad) Accelerated the development of insights and ML models by analysts and data scientists across the company: Built systems that empower analysts and data scientists to produce the insights and ML models needed to drive customer and commercial success with minimal engineering skills and platform friction. Success will be measured by the number of successful deployments of insights and models per month that directly contribute to improving our business success metrics.
- 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.
What will make you successful in this role?
What success will look like for you 12 months into the role.
- 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.
go to method of application »
What will make you successful in this role?
What success will look like for you 12 months into the role.
- (Ingestions Squad) 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 soup 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.
- (Data products empowerment squad) Simplified data transformation and product development for the platforms SQL only users: Developed solutions that allow SQL-only users to easily schedule and orchestrate complex data transformation processes, such as through Directed Acyclic Graphs (DAGs). Success will be measured by the 100% adoption of your tools by platform users, the full deprecation of custom solutions and stored procedures, and the reliable orchestration of multi-stage transformation processes underlying our company wide data products.
- (Insights & ML tooling squad) Accelerated the development of insights and ML models by analysts and data scientists across the company: Built systems that empower analysts and data scientists to produce the insights and ML models needed to drive customer and commercial success with minimal engineering skills and platform friction. Success will be measured by the number of successful deployments of insights and models per month that directly contribute to improving our business success metrics.
- 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.
What will make you successful in this role?
What success will look like for you 12 months into the role.
- 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.
go to method of application »
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 & 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 FSB’s list of recognized qualifications at the point of recruitment.
- Must have RE5
- RE1 is business requirement from the date of appointment
go to method of application »
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 you do?
- Responsible for planning, directing and coordinating the activities of enterprise-wide technology projects to ensure that project goals are accomplished. Consults with management and reviews project proposals to determine goals, time frame, funding limitations, and procedures for accomplishing project, staffing requirements and allotment of resources. Develops project plans specifying goals, strategy, staffing, scheduling, identification of risks, contingency plans and allocation of available resources. Ensures delivery of diverse technology systems and applications, to client expectations and industry standards, through project managers and their teams. Identifies risks and provide solutions to ensure that projects are completed within specified time-frames.
What will make you successful in this role?
- Ensure that the project charter/project management plan is adequately defined and aligned to the business case (where applicable) and understood and where appropriate assists in the development of the Benefits Realisation Plan (ito execution of BRP). Ensure alignment between the approved Business Case and project delivery.
- Manages and is accountable for the delivery of multiple projects, programs or single large/ complex projects/program with minimal supervision in accordance with the PM methodology, governance and standards.
- Accountable for resource optimal utilization.
- Effective Risk, Issue, Actions, Budget, Dependency and Stakeholder management.
- Smooth transition from project implementation to ongoing BAU Support and Maintenance.
- Accountable for procurement process, vendor contracting and delivery management in accordance with contractual agreements.
- Effective utilization of project management forums for reporting, escalation and decision making (Project-, Steercom meetings).
- Apply for funds to be released for project execution with Sponsor approval.
Facilitate prioritization process of scope items across multiple business entities based on:.
- Available capacity
- Budget availability
- Expected business benefit realisation
- Formalise Change Management (scope, budget, timeline).
- Stakeholder management thorough stakeholder identification, establish and maintain professional relationships with all stakeholders. Develops and ensures the execution of the communication plans during initiation and throughout the project.
- Daily coordination between Sanlam Bus, Cloud vendors and partners.
- Unblock delivery of Cloud migration and transformation tasks independently
- Be the primary delivery manager interface between Sanlam and the Cloud provider on the Cloud migration project and future vendors.
Qualification
- Post Grade 12 qualification in:
- IT or Project Manager
- MBA
- 3 year Computer Science, Engineering or relevant Cloud Engineering and Certifications
Experience and Knowledge
- 7 years experience in managing medium to large complexity programs reporting into CIO's.
- Applicable experience in managing infrastructure projects or infrastructure on Business projects in a multi-vendor environment.
- Proven performance record in managing technical complex and cloud related application development projects.
- Experience in Business Case Development and estimations.
- Leadership skill and ability to manage a team of specialist.
Project Management Knowledge w.r.t.
- Principles of Project Management
- Project Management methodologies
- Project Life Cycle
- Project Management Tools
- Project Planning and Control techniques
- Good understanding of SDLC processes
- Resource Management
- Financial Management
- Business Case Development
- Sound understanding of the RFP/RFI process
- Contract and Vendor Management
- Jira
- AWS Cloud Services
- AWS ways of work and DevOps
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What will make you successful in this role?
- Ability to align IT Governance and Compliance strategies with the broader organizational goals
- Strong ability to demonstrate creativity and forward-thinking
- Strong ability to work collaboratively across departments and subsidiaries
- Strong ability to lead, manage and inspire a team of governance and compliance professionals, providing mentorship and fostering career growth while aligning team efforts with organizational goals
- Meticulous approach to identifying governance gaps and ensuring compliance with regulatory requirements
- Ability to integrate IT and data governance into the broader organizational strategy balancing immediate priorities with long term objectives
Qualification
- Bachelor’s Degree in Information Technology or Computer Science
- A Data Science or Compliance Degree would be advantageous
Working knowledge and experience in any of the following Professional Certifications
- COBIT
- ITIL
- CISA
- CISM
- CRISC
- Cloud Foundation certificate
- DAMA DMBOK
- Certified Data Management Professional
Experience
- 8 years of experience in IT Governance and Compliance roles
- Proven experience in leading IT Governance initiatives within a complex organisation
- In-depth knowledge of IT Governance Frameworks
- In-depth knowledge of regulatory requirements applicable to the Financial Services
- Familiarity with Privacy Laws POPIA, GDPR
- Familiarity with ISO 27001, NIST or equivalent frameworks
- Proven experience in leading large scale IT and Data Governance and compliance initiatives in a group or multinational environment
- Extensive knowledge of emerging technologies and their impact on governance and compliance, including AI, Cloud Computing, data privacy and cybersecurity.
- Experience working in highly regulated industries (e.g. Finance, healthcare or telecommunications)
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What will you do?
- Responsible for oversight of Liquidity, Market and Credit risk across the Sanlam Group. The role is responsible for setting policies, risk management strategies and developing risk appetite and metrics to track appetite utilisation. Provides management with accurate risk information for effective decision-making on internal controls. Collect risk information and assist in drafting reports giving insight to senior management and board subcommittees on the Group’s risk profile over time.
- Provide risk oversight on all balance sheet optimisation, capital allocation, Asset Liability Management (ALM) and treasury activities.
- Responsible assisting the Chief Actuary in understanding and analysing the risks borne by the insurance activities on the balance sheet, and interaction of these with Market, Liquidity and Credit risk exposures, including the impact of hedging strategies on the residual risks on the balance sheet. May also be involved in product development in a risk advisory capacity.
- Responsible for engaging with regulators and other industry bodies to ensure risk management policies, strategies and activities remain in line with latest and upcoming regulations, and best practice across the industry.
What will make you successful in this role?
Risk Governance:
Policies and Framework
- Development and implementation of financial risk management policies, frameworks, and procedures ensuring alignment with local and international regulatory and corporate governance standards.
- Liaise with regulators such as Prudential Authority, SARB and FSCA, and industry bodies such as ASISA and stay up-to-date with evolving regulatory requirements, industry guidance, and assess their impact on organizational risk management processes.
Strategy and Appetite
- Developing and driving the implementation of the risk strategy and risk appetite framework, defining which risks the organisation will retain and seek to monetize, and which risks to minimise, aligned with overall business strategic objectives and capabilities.
- Stay up-to-date with emerging risks, regulatory changes, and market trends, and adjust the risk policies and strategies as necessary.
Cluster Implementation
- Support Clusters and Businesses across the Group to understand and implement the risk management policies and strategies in their respective arears, ensuring consistency across the Group, while relevant to the specific cluster/business.
Risk Appetite Models Design and Development:
- Risk Metrics and Insights
- Developing, implementing, and managing risk appetite models, covering the entire Group’s balance sheets (across IFRS, EV, SAM and Economic basis), including developing risk metrics and setting risk appetite.
- Drive insight-led analysis to ensure the organization’s risk profile aligns with its strategic objectives.
- Work cross-functionally with stakeholders in Risk, Finance, and Clusters, providing leadership in translating risk appetite into actionable metrics and insights.
- Develop key risk indicators (KRIs) and key performance indicators (KPIs) to monitor and report on the organization's risk profile.
- Model risk management
- Build robust models to assess and quantify risk appetite across various risk categories (credit, market, liquidity, operational, etc.).
- Ensure models incorporate both quantitative and qualitative factors, reflecting the organization’s evolving risk environment, and clearly documented.
- Stress Testing and Analytics
- Lead the development of stress testing frameworks to assess risk under different economic and operational scenarios.
- Use predictive analytics to model the potential impact of changes in market conditions or business operations on the organization’s risk appetite.
Qualification and Experience
- Bachelor’s degree in Actuarial Science, Risk Management, Finance, Business Administration, or a related field. A Master’s degree or professional certification (e.g., FRM, PRM, IRM) is an advantage.
- 5 to 7 years of experience in risk management, governance, compliance, or a related role.
- Strong knowledge of risk management frameworks and governance standards.
- Familiarity with regulatory requirements affecting the financial or business industry.
- Proven ability to identify, assess, and mitigate risks across multiple areas of the organization.
- Strong project management skills with the ability to implement risk initiatives across multiple departments.
- Excellent communication skills, both written and verbal, with the ability to present complex risk issues clearly to senior management and board members.
- Experience working with risk management tools and software is preferred.
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What will you do?
- To contribute to an optimal client experience in SRM Branches through speedy reception and referrals of clients and supporting the Branch Manager with administrative duties.
- Responsible for management of branch reception and client support.
- Responsible for general branch administration.
What will make you successful in this role?
- Client service principles.
- Knowledge on the Insurance landscape and / or products would be advantageous.
- Knowledge of office management systems.
Qualifications and Experience
- Matric
- 1 - 2 years’ experience in an office coordination / clerical / administrative capacity.
- Experience within insurance branches would be an advantage.
- Client facing experience in a service environment would be advantageous
Skills and Competencies
- Proficient in Microsoft office (especially in Outlook and other office management systems)
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Conflict management skills would be advantageous (dealing with difficult clients)
- Typing skills essential
- Organising skills
- Adaptable and open to learning
go to method of application »
What will you do?
- To contribute to an optimal client experience in SRM Branches through speedy reception and referrals of clients and supporting the Branch Manager with administrative duties.
- Responsible for management of branch reception and client support.
- Responsible for general branch administration.
What will make you successful in this role?
- Client service principles.
- Knowledge on the Insurance landscape and / or products would be advantageous.
- Knowledge of office management systems.
Qualifications and Experience
- Matric
- 1 - 2 years’ experience in an office coordination / clerical / administrative capacity.
- Experience within insurance branches would be an advantage.
- Client facing experience in a service environment would be advantageous
Skills and Competencies
- Proficient in Microsoft office (especially in Outlook and other office management systems)
- Strong communicator (verbally and in writing)
- Strong customer service orientation
- Conflict management skills would be advantageous (dealing with difficult clients)
- Typing skills essential
- Organising skills
- Adaptable and open to learning
go to method of application »
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
Knowledge and Skills
- A proven track record of being successful in a sales in a healthcare environment
- Knowledge of healthcare and wider financial services industry and process
- Product knowledge and understanding of all healthcare related products and services.
- Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint)
go to method of application »
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 client 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.
go to method of application »
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
Knowledge and Skills
- A proven track record of being successful in a sales in a healthcare environment
- Knowledge of healthcare and wider financial services industry and process
- Product knowledge and understanding of all healthcare related products and services.
- Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint)
go to method of application »
What will you do?
- This is a specialist management support role within a business unit that does not have any direct reports. This role collaborates with senior managers in Group Office to develop and manage their budgets. They also advise senior managers of the financial implications of decisions and monitor actual performance versus budget and report variances to management. Policy adherence is also managed in this by this individual.
Responsibilities of the job include:
Reporting:
- Preparing accurate month-end reports for management for each cost centre and area
- Providing insights on the reports to the management
- Prepare monthly account recons
- Prepare monthly SAP journals
- Ensure charge outs are correct and charged to the correct areas timeously considering the previous tax legislations
- Approval of invoices to ensure proper delegation of authority applied
Budgets & Forecasting:
- Preparation of budgets within the relevant guidance
- Tracking, reporting, and analysing budget variances
- Ensuring any budget deviations are escalated appropriately
- Ensure that regular forecast updates as
Compliance:
- Ensuring compliance with policies and reporting any deviations to management
- Stakeholder management
- Attending teams’ meetings with the BU’s in Group Office
- Building collaborative relationships across Group Office
What will make you successful in this role?
- Strong communication skills, which include the capacity to communicate both vocally and nonverbally.
- Time management, to balance and prioritise duties in a way that allows you to complete your job on time while still preserving a work-life balance.
- Being detail-oriented, to pay close attention to the smallest of details. Accountants are thorough in their preparation and analysis of financial records. Other soft skills you may consider cultivating include analytical thinking abilities, negotiation skills and interpersonal skills.
- Knowing how to express complex ideas simply may be beneficial, may explain concepts to a variety of audiences.
Qualification and Experience
- Relevant Degree or Diploma
- 3-5 Related industry experience.
go to method of application »
What will you do?
- The incumbent will play a critical role in building relationships with the relevant Corporate Brokerages as well as the SanlamConnect Business Managers who are involved with Corporate Brokerages. The collation and the integration of data and the generation of relevant reports will be an important focus of the role.
- Strategic positioning of the business area for the future:
- Build Partnership and provide support:
- Engagement with corporate business partners to collate and share relevant information.
- Ensure operational and contractual obligations with corporate entities are maintained, improved, and updated
- Schedule regular meetings with all Corporate Brokerages’ management to provide monthly reports to Corporate Management and SanlamConnect- and Glacier Exco to indicate production figures and progress on strategy implementation.
- To deliver client data to the respective Corporate Brokerages, with due consideration of legal implications.
Co-ordinate and implement marketing initiatives/campaigns as per strategy:
- Monitor and track the performance and progress of the campaigns.
- Undertake regular communications to stakeholders on activities.
Collaborate with various stakeholders:
- Be the link / coordinator and “go to person” for engagement and relationship management.
- Ensure Sanlam as a group are well represented as a brand in the corporate brokerage market.
- Work across functions with peers to ensure collaboration for shared goals.
- Manage the financial discipline of the division as it relates to budgets, business targets, performance, and financial reporting:
- Ensure all payments/authorisations are in adherence to the approval framework.
Secretarial support
- Travel arrangements
- Diary management
- Mail management
What will make you successful in this role?
Qualification & experience
- Matric
- Relevant Degree with quantitative components
- Relevant Diploma with quants components
- Business, or Commercial Degree,
- Sound Financial Services experience within the corporate environment.
- Worked within a Sales & Distribution environment and/or the Financial advice industry
Knowledge
IT
- MS: Office (Excel, Word, Power Point)
- Outlook
- Various sales and MIS tools (basic)
- myWorkSpace
- Sap4Hannah
Business
- Broad and significant Financial Services Industry knowledge/understanding (including Banks)
- Financial Services Product Knowledge (Sanlam and competitors)
- Sound understanding of the SRA, SanlamConnect and Glacier Strategy
- Sound experience in the drivers of solutions
- Proven ability to work cross-functionally and/or in partnership models
- Financial and budget management
- Strategy Planning and implementation
- From a regulatory perspective comprehensive understanding of the following are important (POPIA / FAIS and RDR)
- Understanding the processes within Sanlam, the Brokerage and Brokers
- People management experience with a solid understanding of leadership and culture
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 client 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.
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 client 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.
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 client 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.
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 client 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.
Method of Application
Use the link(s) below to apply on company website.
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