Vacant Positions at Sanlam Group

Key deliverables are:

• Strategic delivery: Contribute to the team's technical trajectory, ensuring alignment with major technical decisions and contributing to shaping our strategic goals.
• Mentorship and Leadership: Enable the professional growth of more junior team members, nurturing their development into exceptional professionals while leading by example in our high-trust, high-performance culture.
• Code Excellence: Deliver high-quality code, upholding our commitment to excellence and customer satisfaction.
• Innovative Tech Stack: Utilize a modern, yet pragmatic Tech Stack to build a highly scalable distributed system, ensuring our technological capabilities remain relevant.
• Continuous Learning: Promote a culture.

What will you do?

Technical Leadership

• Experience / a keen interest in mentorship, teamwork and collaboration
• Senior Developers need extensive experience and/or understanding of designing, developing and testing distributed, high-volume and highly reliable software. Business and operational awareness, as well as experience with cloud-based infrastructure is also required.

Engineering & Operational Excellence

• Understanding of scalability, robustness, operational visibility and agility
• Understanding of distributed systems and designing these solutions
• Experience working on projects involving the design and implementation of scalable systems
• Knowledge of services like AWS VPC, Auto Scaling, serverless computing, storage (EBS, S3), containers, DNS, etc) is preferred yet not a prerequisite.  All experience with relevant Cloud-based technologies are beneficial in this role
• Understanding of / experience in monitoring, metrics, visibility, health, fault tolerance
• Experience with / understanding of load balancing and health checking
• Experience with / understanding of APIs, auth
• Experience with / understanding of databases and persistence
• Experience with / understanding of scalable architecture for systems implementation

Qualification and Experience

• Senior Developers need extensive experience and/or understanding of designing, developing and testing distributed, high-volume and highly reliable software. Business and operational awareness, as well as experience with cloud-based infrastructure is also required.

Programming Languages & Coding

• Despite our language agnostic approach, proficiency in languages used in full-stack / back-end Software Development (Python, Java, C++ etc for example) is required
• Proficiency at reading, reviewing, understanding code
• Ability to articulate language differences, implementation and the build & execution process: For example strongly vs weakly typed, static vs dynamic, compiled vs interpreted.

Data Structures, Algorithms & Algorithmic Problem Solving

• Ability to articulate the pros / cons of relevant data structures for the use of minimum memory space and execution in the shortest possible time.  This includes situations in which a data structure would be applicable, and why
• Ability to suggests possible / relevant algorithms when developing and optimising solutions for time and space complexity. This includes the ability to discuss options and trade-offs; also in instances where scope increases and solutions have to adapt.

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What will make you successful in this role?

• Agreed set goals with team members covering performance, quality and development areas 
• Apply effective motivational techniques.
• Manage incentive budgets
• Focus on career and skills development of team members
• Resolve people-related problems e.g. conflict of interest, absenteeism and disciplinary matters
• Vesting and training of new Sales Agents in the contact centre
• Briefing and readiness to deliver on projects and campaigns.
• Drive the achievement of project and campaign targets.
• Escalate call resolution and provision of project and campaign related answers.
• Manage liaison with project and campaign management team
• Manage and maintain focused and highly motivated team members.
• Coach and develop team into a high-performance culture.
• Manage staffing needs, productivity and quality.
• Monitor contribution to target (CTT) figures.
• Adherence to legislation.
• Manage capacity.
• Manage Complaints.
• Manage application of call structure guidelines

Qualification & experience :

• Matric (or equivalent qualification).
• Completed RE 1 and 150 FAIS credits (advantageous).
• Minimum of 3 years team management experience in a sales environment.
• Minimum of at least 2 years’ experience in a call centre environment (Outbound).
• Financial Services experience (Long-term insurance and within a sales-oriented environment).
• Sales experience.
• Practical experience of IR processes is critical to the role

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What will make you successful in this role?

Assist in growing the Sanlam Adviser Business

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

Undertake relevant behaviours to attain targets relating to:

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

Networking, prospecting and leads generation

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

Client consultations and sales

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

Client Service

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

Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

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

Qualification and Experience

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

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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)

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What will make you successful in this role?

Infrastructure Design and Management:

• Design, implement, and manage scalable, reliable, and secure cloud-based infrastructure solutions using AWS, Azure, Google Cloud, or other cloud platforms
• Develop and maintain Infrastructure as Code (IaC) using tools such as Terraform, CloudFormation, or ARM templates

Continuous Integration/Continuous Deployment (CI/CD):

• Design, implement, and maintain CI/CD pipelines to automate the build, test, and deployment processes using tools like Jenkins, GitLab CI, CircleCI, or Azure DevOps and GitHub.
• Ensure the reliability and performance of the CI/CD pipelines, and continuously improve them based on feedback and new requirements

Monitoring and Incident Management:

• Implement and maintain monitoring, logging, and alerting solutions to ensure the health and performance of the platform using tools like Prometheus, Grafana, ELK Stack, Datadog, or Splunk
• Respond to and resolve incidents promptly, conducting root cause analysis and implementing preventive measures to avoid future occurrences

Security and Compliance:

• Implement and maintain security best practices across the infrastructure, including network security, identity and access management, and data encryption
• Ensure compliance with industry standards and regulations through regular audits and assessments

Collaboration and Communication:

• Collaborate with software engineers, data scientists, and other stakeholders to understand their needs and provide solutions that enhance productivity and efficiency
• Document processes, configurations, and best practices to ensure knowledge sharing and maintain a comprehensive knowledge base
• Manage your tasks and time efficiently and communicate with stakeholders in a timeous fashion

Developer Experience

• Build toolsets to help Developers onboard rapidly and to improve their day to day tasks which will lead to a faster time to market
• Build/Deploy/Maintain an Internal developer Portal/Platform to provide a single pane of glass for all parties as well as to create ease of deployments for developers
• Reduce friction in the SDLC wherever possible
• Develop dashboard templates for developers so they can monitor their estate
• Ability to identify bottlenecks and develop end to end solutions to mitigate the bottlenecks

Qualifications

• Grade 12 / Matric
• A Valid Cloud Certification 
• Degree or Certificate in Computer Science beneficial
• At least 5 years' experience in architecting AWS / Azure 
• At least 5 years architecting, implementing and operating a hybrid cloud
• At least 3 years' experience in automation, optimization and configuration management (IaC)

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What will make you successful in this role?

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

Qualification and Experience:

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

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Core outputs:

• Underwrite risk applications with respect to the client overall risk profile - taking into account previous &/or existing cover.
• Underwrite & effectively manage communication on sub-standard cases.
• Request underwriting requirements and/or limit requirements.
• Placement of cases according to reassurance treaty and related guidelines.
• Enhance & manage the customer experience through effective, clear & proactive communication &/or collaboration (both written & telephonic)
• Stay up-to-date with industry trends, regulatory changes, and advancements in AI and analytics.
• Continuously build expertise on underwriting process & technical skills/knowledge.

What will make you successful in this role?

Qualification: 

• Grade 12.
• Relevant qualification will be an advantage.

Experience: 

• At least 3 years medical and/or financial underwriting experience.
• Experience in underwriting processes will be an advantage.
• Exposure to underwriting software/programs will be an advantage.
• Exposure to the application of underwriting and re-insurance policy will be an advantage.
• Exposure to financial underwriting and/or business insurance will be an advantage.

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Ideal candidates will be responsible for:

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

Minimum Requirements:

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

Responsibilities:

• Networking, prospecting, and lead generation.
• Face-to-face interactions, social or business, to create business opportunities.
• Prospecting new clients through creative opportunities such as business/social networks, associations, or adhoc presentations.
• Turning trusted relationships into business relationships.
• Strengthening existing relationships by increasing the current service.
• Using existing sources to establish opportunities across Sanlam businesses.
• Personalized client value propositions.
• Marketing on social media.
• Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
• Structuring and implementing focused campaigns with new or existing clients in the defined market.
• Requesting active and ongoing leads and referrals from others.
• Monitoring and responding to client needs, discussions at renewal, managing unpaid premiums of clients, and cancellations

Client consultations and sales:

• Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/electronic information required for compliance).
• Undertake comprehensive fact-finding with each client to lift needs and priorities. Document these findings.
• Conduct a financial needs analysis, using the relevant e-tools/instruments or systems, to ascertain the client’s short term insurance needs.
• Present short-term insurance solutions to the client professionally and competently aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review client’s portfolio annually with a full Record of advice.

Client Service:

• Ensure all client interactions are ethical, courteous, and professional.
• Managing client’s claims needs from registration to settlement.
• Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
• Undertake continuous learning in terms of knowledge, skills, and market/industry issues to service clients within the defined market.
• Initiate long-term client relationships and maintain a relational focus.

Monitoring, updating, and reporting (weekly/monthly):

• Document and present the following activities:
• Number and profile of contacts, appointments, consultations.
• Issued business and revenue against targets.
• Update client details on records.

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Key Responsibilities:

• To support the Client Relations Managers in the delivery of client service excellence.  
• Preparation of new business documents, agenda packs, etc.
• Distribution of electronic benefit statements and updating share-point accordingly
• Actively behave in a manner required to establish, maintain, and advance business and stakeholder relationships.
• Establish and develop relationships with internal and external stakeholders to maintain client satisfaction.
• Assist clients to meet their obligations in terms of Section 13A by working through monthly unconfirmed lists

Key Responsibilities:

• Provide support to clients on Client portal for all transactions (contributions, claims, statements and reporting
  Member app/web – actively promote members to make use of the app/web
• Preparation of meeting agendas and reports and follow-up of action items
• Effective handling and managing of telephone and email queries
• Perform to a high standard and be prepared to develop in the role
• Undertake additional training as required to fulfil the role
• Actively participate in internal forums, training, and social events
• Assistance with requests for additional telephone lines, laptops, etc. which must be processed via the internal SRS system.

Qualification and Experience:

• Relevant tertiary financial/investment qualification
• Minimum of 3-5 years’ experience in client services
• Minimum of 2- 5 years relevant experience in the Employee Benefits industry
• Good proficiency in Microsoft Office
• Needs to understand, write, and speak fluent English.

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What will you do?

• Drive Insurance and Lending business growth and client service achieving the agreed sales, drive targeted marketing initiatives and manage operational activities in the branch unit through a team of Branch Consultants.  
• Thereby grow the customer base and revenue of Sanlam Retail Mass through the execution of the retail branch strategy.  Guiding, integrating and standardising the activities, goals and objectives of various Consultants (Sales and Servicing) in the branch, in line with the strategy.  
• Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience. Assuming responsibility for the successful day to day maintenance and management of the Retail branch.  Being a key representative for the retail branch in the industry.

What will make you successful in this role?

QUALIFICATIONS 

• Matric (Grade 12)
• Passed the FAIS RE5 
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
• Class of Business compliant per product category (annual) 
• Continuous Professional Development (CPD) compliant Minimum experience requirements satisfied per financial category. 
• Meet fit and Proper Requirements

Experience:

• At least 5 years recent industry experience of which 3 years should be in any leadership capacity.
• Proven track records in Sales
• Service Delivery within the Financial Sector (Insurance and or Lending)
• Service Management experience is essential.
• People Management

Qualification and Experience

• Preferably 5 to 8 years general insurance experience.