Vacant Opportunities at Sanlam Group

Core outputs:

• Execute specialized administration (do assessments) of psychometric tests and other assessment methodologies in line with business needs and thereby support scientific talent decisions like readiness for a role, identification of potential and development for a future role.
• Score; analyse and interpret results that are consolidated into integrated and objective competency and psychological reports. Provide feedback and report on conclusive, scientific recommendations.
• Data information and digital assessments:  partake in monthly statistical reporting and trend analysis; ensuring digital standardisation and legal compliance; need to assist with scheduling of candidates / recruits; create data opportunities; extract and order data required for system integration and research designs.
• Conducts / facilitates interviews as part of assessment development initiatives in order to gather relevant information about candidates that can be augmented with assessment results.
• Collaborate with internal assessment and other teams; engage with external practitioners and  / service or test providers to collectively contribute to business excellence. The need will exist to consult with team members and specialists and to provide feedback to clients.
• Acts as custodian of assessment data digitization, ensuring that the integrity and confidentiality are maintained.
• Coordinate and support assessment and psychologically related ad-hoc projects that will add value to the business.
• Researches and keeps abreast of developments in the psychometric and assessment field, thereby maintaining a professional approach and prudent assessment policy.

Role Requirements:

Qualifications:

• Registration with the Health Professions Council of South Africa (HPCSA) as an Independent Psychometrist.

Experience:

• At least 4 years’ experience in an assessment centre or similar environment.
• Experience in data management, eg: capturing and ordering of data or basic statistical reporting.
• Exposure to client interaction / communication, including engagement with a network of Psychologists / Specialists.
• Experience in verbal assessment feedback.

Knowledge and Skills:

• Excellent knowledge of psychometric practices, including digitised assessments and underlying psychological theory.
• Knowledge of assessment / psychometric digitised platforms and reporting functions.
• Exceptional written and verbal communication to enable clear consolidated reports and feedback to relevant stakeholders.
• Prioritisation and time management in order to meet the business timelines and support talent management decisions with validation and impact.
• Excellent planning and organisational ability in order to simultaneously manage assessments, research and development projects.
• Sound quality assurance and immaculate work ethic ensuring that analysis and assessment outcomes are useful and accurate.
• Outstanding documentation control and computer literacy ensuring that data is protected and managed effectively.

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What will make you successful in this role?

1. Assist in growing the Sanlam Connect 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.
• 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

2. 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.

3. 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 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’s portfolio annually by undertaking the above steps.

4. Client Service:

• Ensure all client interactions are ethical, courteous and professional.
• Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ 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.

5. 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.

Knowledge and Skills;

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

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What will make you successful in this role?

Outputs/Core Tasks:

• Interpreting and implementing of Skills Development strategies and programs, which proactively addresses and responds to organisational learning and development strategies / forums, and brings key stakeholders together to assess performance gaps and learning solutions.
• Implement appropriate interventions, including strategic planning, tactical and project planning and enablement of performance support solutions (resources, solution design, development as well as facilitation).
• Guide training methodologies e.g. blended learning that account for multiple learning styles, such as formal (classroom, virtual led) and informal learning, as well as move towards just time, real time, micro learning solutions e.g. eLearning.
• Custodian of eLearning content in myWorkSpace Learning Management System (LMS) to reflect our most current offerings within a blended learning context.
• Collaborate cross functionally and strategically with key stakeholders and SME’s to support digital platform activities, including reports, updates, and data visualisation
• Research and development as well as facilitation of training methodologies also recommend solutions to enhance the efficiency and effectiveness of learning programmes, to grow employee’s skills and knowledge, in line with the organisations people development strategy and digital transformational strategic objectives.
• Liaise with external vendor(s)/Skills Development providers and assist in the design, development and implementation of transitional digital transformation within the learning and development space.
• Co-ordinate required Skills Development legislative and compliance adherence relating to people development and compliance reporting.
• Co-ordinate delivery of reports/dashboards on the status of training completion, operational metrics and digital platforms (data for analysis thereof).
• Give input to e-learning design and deliverables – Learning Journeys and Curriculums. 

Role Requirements:

Qualifications:

• Degree or Diploma in Human Resources with the focus on Skills Development.
• Higher Certificate in Occupational Directed Education as Training Practitioner (NQF L5).

Experience:

• At least 5-6 years’ in a similar capacity within the Financial Services Industry.
• Experience of strategic analysis and scoping skills.
• Experience of design and developing learning material based on learning needs analysis.
• Experience of research and benchmarking to develop and assess facilitators.
• Experience of research application methodologies.
• Experience of project and resource management.
• Experience of digital platforms to enhance learning

Knowledge: 

• Knowledge of Skills Development and compliance legislation, including Seta ATR/WSP requirements.
• Knowledge of Financial Sector Charter Skills Development with reference to FSC BBBEE score card.
• Knowledge of HR Learning and Development systems or tools supporting Learning and Development technology.
   

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What will make you successful in this role?

• Define and implement a structured approach to problem-solving and delivery.
• Create design standards, patterns, and principles.
• Engage with technical stakeholders to gather requirements and ensure successful project delivery.
• Mentor and provide support to Junior Full Stack Developers.
• Implement secure authentication and authorization mechanisms.
• Perform code reviews to ensure code quality, maintainability, and adherence to best practices.
• Optimize application performance and ensure scalability.
• Troubleshoot and debug issues reported by users.
• Collaborate with team members to identify and implement continuous improvements to development processes and tools.
• Utilize a continuous integration and continuous delivery (CI/CD) pipeline to automate application deployment.
• Stay up-to-date with industry trends and technologies.
• Actively contribute to knowledge sharing within the team.

Qualification;

• Matric
• Bachelor’s degree or Diploma in Computer Science, Statistics, Informatics, Information Systems, Engineering or another quantitative field 

Experience:

• Minimum of 3 years of experience with full stack development, including front-end and back-end technologies.
• Experience with AWS or Azure cloud platforms will be an advantage
• Experience with DevOps and DataOps tooling and processes, such as Git and Jira
• Experience with Hadoop components, including HDFS, Hive, Spark, Oozie, and Impala.

Knowledge;

• Knowledge of data warehousing and dimensional data modelling.
• Understanding of event/streaming based data pipelines
• Strong programming skills in Python, Java, or related languages
• Solid understanding of back-end technologies and experience with building RESTful APIs.
• Familiarity with queue/event/streaming-based data pipelines, such as Kafka or Nifi.
• Knowledge of database technologies, such as SAP Hana and Cloudera.
• Understanding of data architecture design and delivery.
• Familiarity with agile methodology is preferred.

Knowledge and Skills;

• IT Data Analysis
• Project Oversight
• Reporting and Administration
• Quality, Compliance and Accreditation
• Business Requirements Definition
• Technologies

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What will make you successful in this role?

The following outcomes will be expected to be achieved by the Design Co-ordinator: 

• Develop and execute marketing campaign concepts across media including: 
• designing and modifying collateral, examples can include but not limited to:
• event collateral / suites (invites, reminders, banners, welcome slides, etc)
• brochures
• Infographics
• magazine print ads
• graphic images
• print production collateral 
• promotional designs, 
• Power Point Presentations 
• Brainstorm and mock up new, fresh design ideas for marketing collateral with through-the-line conceptualisation
• Draw and print charts, graphs, illustrations, and other artwork, using computer software to execute designs
• Interpret stakeholder’s requirements and balance Corporate Identity (CI) and brand positioning for delivery of world-class presentation material
• Seeing all projects through from concept, design to liaising with production / brand team 
• Working collaboratively with the marketi.ng department on all creative projects in line with brand identity standards and brand guidelines
• Creating web banners
• Develop constructive and cooperative working relationships within the marketing team and strategic partners to the team

Qualifications and experience:

• Tertiary qualification in graphic design
• Minimum design experience 2-3 years
• Skilled in the Adobe Creative Suite design programmes
• Skilled in the Office suite 
• Competent in the understanding of typography, photography and graphic design

Qualification and Experience;

• Degree or Diploma with at least 3 years related experience.

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What will make you successful in this role?

The following outcomes and responsibilities are expected:

• Assisting in driving the overall Glacier Manco value proposition.
• Contributing to and the positioning of the Glacier Invest offering.
• Contributing to and the positioning of the Glacier International offering
• Contributing to and the positioning of Life investments.
• Driving successful investment thought leadership.
• Presenting relevant topics to intermediaries.
• Quality research within the team.
• Enhancement and improvement of the overall research process.
• Coaching and training of the investment and junior analysts.
• Driving the FSP Category II value proposition in conjunction with Glacier Consulting.
• Specialist sales and distribution support.
• Specialist client services support.
• Teamwork.
• Leadership and being comfortable with complexity and ambiguity in a business environment.
• Domestic and international travel.
• Ad hoc projects

Qualifications and experience:

• Relevant financial post-graduate qualification (CFA3 an advantage),  
• 2 - 3yrs relevant experience in the retail financial and investment environment. Asset manager research and/or financial planning.
• Strong presentation skills.
• Previous manager research and portfolio construction will be a definite advantage
• Knowledge of linked investment service provider (LISP) products.
• Knowledge of Glacier International, its product set and value proposition.
• Knowledge of Glacier, Sanlam Retail Affluent Business cluster and Sanlam Investments.
• Previous experience of managing / leading teams will be beneficial.
• Advanced MS Excel capability.
• Knowledge of investment and economic principles.
• A valid driver’s license.

Competencies/ Skills;

• Client focus
• Cultivates innovation
• Collaborates
• Being resilient
• Ability to deal with complexity and ambiguity
• Ability and willingness to lead
• Drive results 
• Analytical thinking and problem solving
• Proven decision-making skills
• Strong communication skills (Verbal and Written) in English

Attributes:

• Positive and enthusiastic
• Team-player
• Ability to work under pressure
• Honesty, integrity and respect
• Self-starter with self-confidence

Qualification and Experience

• Degree with 3 years experience.
• Knowledge and Skills
• Research studies
• Statistical analysis and data of sales and marketing performance
• Reporting and administration

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What will make you successful in this role?

Key outcomes:

The following outcomes will be expected from the Software Tester Graduate:  

• Analyse system and business specification to provide inputs and estimates.
• Liaising with business and or technical representatives to ensuring the highest quality outcomes
• Integration impact test analysis
• Defining the appropriate tests required 
• Gathering and managing the Test Data
• Set up / adjust test plans for all types of testing (functional and non-functional testing)
• Comprehensive documentation of test results according to standards
• Perform defect logging and reporting
• Post implementation production support (after care)
• Identify and suggest areas for growth and improvement within the team

Qualifications and experience:

• IT relevant qualification 
• ISTQB CTAL Foundation Test Analyst Certificate will be an advantage 
• Knowledge of Software quality and agile methodologies, tools and techniques (black box, white box and automated testing experience)
• Knowledge of Agile methodologies (scrum) 
• SQL knowledge is an advantage
• API testing know is an advantage.
• Software Testing/Quality Assurance required.
• Understanding of common software failures and faults
• Relevant experience in the financial services industry to your advantage

Competencies:

• Client focus
• Cultivates innovation
• Collaborates
• Being resilient
• Drive results
• Strong analytical thinking & problem-solving skills
• Attention to detail 
• Strong planning and organising skills
• Ability to perform well under pressure

Attributes:

• Positive, enthusiastic attitude 
• Ability to stay focused while under pressure
• Professional work standards
• Takes ownership of tasks and drives tasks through to completion
• Is accountable for own actions
• Honesty, integrity, and respect

Qualification and Experience:

• Degree or Diploma with 2 to 4 years related experience.

Knowledge and Skills:

• Regression testing and scripts
• System testing, analysis and reviews
• Business Requirements
• Logs and tracks and resolves defects