• Job Vacancy at Sanlam - 3 positions

  • Posted on: 21 December, 2017 Deadline: Not Specified
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  • Sanlam Private Wealth, the private client wealth management business within the Sanlam Group, has been built from a small stockbroking firm to an integrated international wealth manager offering investment management, advisory, fiduciary and tax, stockbroking, online trading, art advisory and non-transactional banking services. With over 400 people across 23 international offices, Sanlam Private Wealth manages R240 billion in assets under management and administration globally. The business is now the proud winner of South Africa's top wealth manager award for the second year running (Moneyweb Intellidex survey).
    Specialties
    Investment Advisory Service, Fiduciary and Tax Services, Stockbroking and Portfolio Management, Art Advisory Service, and Offshore Investments.

    Financial Advisor

     

    Job description

    Position Details

    Sanlam Sky Solutions, a business unit within the Sanlam Personal Finance cluster, offers a wide range of simple and affordable financial solutions tailored for the South African entry-level market. These solutions cover needs such as funeral insurance, savings for education, life cover and personal accident plans. This business consists of 61 sales branches and 106 client care offices, conducting business through over 400 brokers and 3 700 tied agents, all dedicated to meeting the financial needs of its clients and their families.

    Position Description Key Responsibilities

    • To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
    • To work in allocated key accounts and allocated markets.
    • To offer customer service to Sanlam clients.
    • To arrange meeting with potential customers within Key Accounts and Allocated Markets.
    • To update and inform a customers and client public of our new products

    Minimum Requirements

    Role Requirements

    • FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by FSB.
    • Matric (grade 12) or NQF level 4
    • RE5 an advantage
    • Clear Credit and Criminal records
    • FAIS Compliance
    • Own vehicle or fulltime access to one an advantage
    • Valid Driver's License
    • At least two years’ work experience within sales or marketing

    Competencies

    • Client Service Orientation
    • Ability to influence client decision
    • Confident decision maker
    • Great business acumen
    • Adhering to principles and values
    • Analytical
    • Proactive
    • Ability to cope with pressure and setbacks
    • Exceptional interpersonal skills
    • Trustworthy
    • Detail-oriented
    • Activity management.

     

    Regional Secretary

     

    Job description

    Position Details

    Sanlam Sky Solutions, a business unit within the Sanlam Personal Finance cluster, offers a wide range of simple and affordable financial solutions tailored for the South African entry-level market. These solutions cover needs such as funeral insurance, savings for education, life cover and personal accident plans. This business consists of 61 sales branches and 106 client care offices, conducting business through over 400 brokers and 3 700 tied agents, all dedicated to meeting the financial needs of its clients and their families.

    Position Description Key Responsibilities

    • Serve as a direct support to the Regional Manager and the region at large
    • Ensuring that the rep recruitment process is adhered to in line with company requirements
    • Management of the regional manager’s diary
    • Audit of new business within the region
    • Timeously compile monthly reports & Business stats within region
    • Assist with capturing of new business within the region
    • Typing general correspondence and minute taking
    • General office duties: faxing, filing, e-mail, petty cash and assisting with other functions on an adhoc basis
    • Provide support to walk in clients
    • System access and control and the management of IT equipment for region and branches
    • Ensure compliance to Treating Customers Fairly (TCF) Legislation

    Role Requirements

    Education/ Qualifications:

    • Matric (Grade 12)
    • Computer literate (MS Office, Excel)

    Experience & Knowledge

    • Minimum of 2 years’ experience as secretary
    • Strong language proficiency in English and the area specific vernacular
    • Experience in the Insurance industry an advantage

    Competencies

    • Client Focus
    • Planning and organising skills
    • Problem solving skills
    • Excellent verbal and written communication skills
    • Attention to detail
    • Team player
    • Deadline driven
    • Quality orientated
    • Customer Service Orientated
    • Ability to work under pressure

     

    Field Administrator

     

    Job description

    Position Details

    Sanlam Sky Solutions, a business unit within the Sanlam Personal Finance cluster, offers a wide range of simple and affordable financial solutions tailored for the South African entry-level market. These solutions cover needs such as funeral insurance, savings for education, life cover and personal accident plans. This business consists of 61 sales branches and 106 client care offices, conducting business through over 400 brokers and 3 700 tied agents, all dedicated to meeting the financial needs of its clients and their families.

    Position Description Key Responsibilities

    • Checking validity of New Business Application forms and recruitment documents.
    • Capturing New Business applications.
    • Monitoring monthly report statistics.
    • Compiling monthly statistics.
    • Liaison with Head Office, Brokers and Customers.
    • Preparation of documentation.
    • Typing general correspondence and minute taking.
    • General office duties: faxing, filing, e-mail, petty cash and assisting with other administration functions
    • Ensure alignment to Treating Customers Fairly (TCF), in all business practices.

    Qualifications

    Matric

    Experience & Knowledge

    • Computer literacy in MS Word and Excel is essential.
    • Experience in the Insurance industry an advantage.
    • At least 2 years sales support administration experience.
    • Preference will be given to candidates from the Insurance industry.

    Competencies

    • Planning and organising
    • Relating and networking
    • Adapting and responding to change
    • Coping with pressures and setbacks
    • Teamwork
    • Adhering to principles and values
    • Quality and detail orientation
    • Client service orientation
    • Achieving personal work goals and objectives
    • Analysing
    • Treating Customers Fairly

     

    Method of Application

    Use the link(s) / email(s) below to apply on company website.

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