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. more

What will you do?


We are looking for an experienced SAP S/4HANA functional consultant, with ambition to grow their career as a Solution Architect within the SAP Finance stream. This stream, at varying degrees, includes within its suite:
Finance
Procurement
Sales
Contracts and Lease Management
Enterprise Asset Management
Master Data Governance
SAP Data Services 
Insurance... Analyser 
A4O supported by SAP BOBJ
SAP GRC
Kofax Total Agility
The person must have solution design, system configuration, testing and delivery experience at a senior level in either the SAP S/4HANA Finance (including Controlling) and/or Procurement lines of business.
The successful person will undergo a comprehensive training programme to develop skills in the Solution Architecture discipline, through internal and external training programs, workshops, and certification courses to become a designated SAP Finance Solution Architect for Sanlam.
The person will be hired to be an SAP Finance Solution Architect and will be expected the perform the responsibilities outlined below in the Job responsibilities.
The person must possess a technical understanding of relevant integration patterns within the SAP S/4HANA suite, and to external SAP and non-SAP systems:
ALE (iDocs)
Web Services
Cloud Platform Integration
SFTP
RFC
The person must keep abreast with the latest and planned SAP technologies and tools relating to the Finance stream and provide expert advice to business analysts and business stakeholders in search of SAP solutions.


What will make you successful in this role?


Business and technical stakeholder engagement and elicitation of business and technology goals, objectives, priorities and requirements.
Translation of business and technical requirements into a solution architecture to be implemented (to address both business and technical requirements.
Design and validate a complex solution architecture to address business and technical requirements and ensure successful implementation.
Research new solutions to address a specific or general business problem.
Design solution integration architecture to address business and technical requirements and ensure successful implementation.
Provide solution advisory, recommendations and guidance on the SAP Finance platforms (SAP S/4HANA Finance, SAP Insurance Analyser, SAP GRC, SAP Data Services, etc.).
Contribute in the strategic planning and architecture definition of Sanlam SAP Finance landscape.
Understand and interpret the business processes for which the solution architecture is being developed.
Influence business and IT strategies ensuring collaborative alignment.
Contribute to building Sanlam SAP Finance technical and application roadmaps (both for on-prem and in the cloud).
Active involvement and provide guidance in the SAP Finance landscape system migration or upgrades.
Document the overall Solution Architecture and integration to other systems in-line with the Sanlam Enterprise and Solution Architecture standards and practices.
Present solutions architecture to different Sanlam forums (including the Sanlam Architecture Solutions Evaluation & Review forum).
Undergo a comprehensive training programme to develop skills in Solution Architecture discipline, through internal and external training programs, workshops, and certification courses to become a designated SAP Finance Solution Architect for Sanlam.


Qualification


Matric
Bachelor’s degree in Computer Science, Information Technology, Information Systems, or a related field.


Experience


Minimum of 10 years functional consultant experience in SAP S/4 HANA with hands-on senior expertise in either Finance (incl. Controlling) or Procurement. Such experience to include:
Elicit and translate business requirements to system solutions
Configure S/4HANA
System Testing
Implement reporting solutions
Drafting documentation, not limited to functional specifications, technical specifications, system guides and presentations.
At least 5 full life cycle implementations of ECC6 and/or S/4HANA.
Must have experience in FIORI applications and the underlying architecture thereof.
Proven track record of successful SAP implementations, upgrades, and support.
Must have experience operating in a client facing or similar role.
Experience in A40 will be advantageous.
Experience in Business Technology Platform (BTP) will be advantageous.
Experience with SAP Insurance Analyzer and SAP Data Services will be advantageous.
Experience in Rise with SAP will advantageous.


Knowledge and skills 


Deep understanding of SAP S/4HANA architecture
Proficiency in SAP design, configuration, customization, Integration and reporting toolsets.
Strong knowledge of data migration, ETL processes, and data governance
Excellent analytical and problem-solving skills.
Strong communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
Ability to manage multiple projects and prioritize tasks in a dynamic environment
Clear evidence of continuous development and learning
The successful candidate will undergo comprehensive training to develop skills in Solution Architecture. This will include:
Enterprise Architecture Frameworks and Methodologies.
Solution Architecture Design.
Advanced training in emerging SAP technologies and industry best practices
Participation in internal and external training programs, workshops, and certification courses to stay current with the latest SAP advancements and industry trends, and to be a well-rounded SAP Finance Solutions Architect more

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. more

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. more

What will make you successful in this role?

What you'll achieve in the next 12 months.


Achieve a free flow of information between internal users and your team(s): Identify and Conduct internal user research to understand data consumers’ needs and willingness to pay, improving satisfaction and adoption metrics. Success measured by increased user satisfaction scores and adoption... rates. 
Establish a compelling product vision: Ensure you and your team are always able to articulate how the world for you users will be different, because of your products. Be clear about how they and Sanlam will benefit as a group, relating it to your user research. Success will be measured through internal surveys and formal approvals of the team’s OKRs by users and senior leadership.
Establish, gain funding for and deliver an ambitious transformative roadmap: Establish a comprehensive roadmap for your products and gain the buy in of commercial and data science & analytics leaders across the business. Lead budgeting approval discussion to release investment in data to meet business needs, ensuring effective allocation of all approved engineering and financial resources. Success measured by roadmap approval and budget accuracy.
Give your team the context and clarity they need to deliver the roadmap: Write detailed PRD's that clarify ‘the what’ for development teams effectively, ensuring timely and accurate product & feature delivery based on group needs. Provide any additional context the team needs around user stories, commercial objectives, and so on, so they’re also clear about ‘the why’. Success measured by on-time delivery and alignment with PRD specifications along with team engagement surveys.
Define and measure team success openly: Define or refine success metrics and Service Level Objectives (SLO's) for the your part of the platform to cover adoption, satisfaction, cost as well and reliability Service Level Indicators (SLIs) such as accuracy, recency, latency and so on. Inspire your entire team to take full ownership of their performance as measured through these metrics. Success measured by continuous improvement in performance the metrics as well as unanimous approval of their definitions.
Develop and retain world class product management talent: Hire, coach and collaborate with product managers who report to you. Create an environment that supports their high performance and champion their development. Success will be measured by the retention and development of your direct reports in terms of excellence and outcomes.


Qualification


Matric
National Diploma in an Information Technology related discipline or a bachelor's degree in computer science, Statistics, Informatics, Information Systems, or a quantitative field will be recommended.


Experience


7+ years' experience in leading data platform teams with at least 2 in a modern context with cloud technologies and autonomous high performing team organizational patterns
Experience owning and managing a budget, including resource planning from storage and compute costs to cost of team development and retention
A track record of high impact and investing in your own development


Skills & Thinking Preference


Ability to collaborate effectively with various stakeholders across the organization
Excellent leadership and communication skills
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. more

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. more

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. more

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. more

What will you do?


This role takes responsibility for the day-to-day management of a team of Short-term Insurance Sales Consultants in the Contact Centre.  It is a first line management role that controls, manages and motivates the team of Sales Consultants including the monitoring and attainment of sales targets, staff productivity, quality and compliance adherence, staff development,... training and coaching and general staff performance management and administration. 


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 Consultants 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)
A relevant tertiary qualification will be an advantage
Minimum of 5 years team management experience and product knowledge in life and or short-term insurance
Minimum of at least 2 years experience in a call centre environment (Outbound)
Previous experience of quality and business processes
Previous sales experience with a proven track record of achieving target
Practical experience of IR processes is critical to the role more

What will you do?


To grow the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
Guiding, integrating and standardising the activities, goals and objectives of various Sales Consultants 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?

Strategy Development and Business Planning:


Work with Area Manager and translate the Provincial strategy into a retail branch strategy, specifying targets, objectives and metrics.
Contribute insights to monthly, quarterly and annual business planning for retail branches in the Region / Province.
Responsible for managing operational costs in line with the allocated budget.
Develop incentive tactics for the Branch Consultants and drive performance


Retail Branch Sales Delivery

Activations:


Develop and execute strategies (campaigns / promotions / events / etc.) to entice and draw clients from outside of the branch.
Plan and represent the branch at various forums / events / community platforms to establish awareness and gain business.


Sales and Operational Effectiveness:


Communicate the Retail Branch strategy, sales targets and metrics to Branch Consultants. Identify Key Result Areas and work with Branch Consultants to develop and agree collective targets.
Monitor activities and the achievement of sales targets in the branch. Identify areas of improvement and work with Branch Consultants to address / rectify.
Work with Business Owners of supporting functions (HR, Technology, etc.), and put the right mechanisms in place (systems, processes, technology) to ensure the branch is able to deliver a service and achieve targets.
Identify and escalate areas of improvement regarding support systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.


Establish and drive a Service Culture:


Align processes and procedures in the Bank to allow for a smooth, efficient and optimal client experience.
Develop, drive and monitor client experience, and client service delivery standards in the branch.
Manage the daily achievements of and adherence to service delivery SLAs. Identify areas of continuous improvement and take corrective action to address it.
Ensure all client complaints and queries are handled effectively, within SLA timeframes. Where relevant, respond to escalations and continuously provide feedback to clients regarding outcomes / progress of resolutions.


Compliance, Quality and Risk Management:


Ensure compliance and quality standards are effectively communicated and adopted across the branch.
Ensure alignment to the Treating the Customer Fairly (TCF) framework in all business practices and ensure the branch operates within the FSCA regulations.


People Management:


Work with Human Resources and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets in the branch.
Work with HR to establish and maintain good people practices in the branch.
Responsible for all operational people practices relating to direct reports, in collaboration with the Human Resource Function (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
Manage and support the accreditation and continuous professional growth of staff functioning in the branch.


Monthly Planning and Reporting


Responsible for monthly reporting of sales and service activities in the Branch. Analyse data to identify areas of improvement and plan for the next month.
Conduct monthly and annual planning based on reports


Qualification:


Matric (Grade 12)
RE1 and RE5
120 Wealth Management credits OR tertiary qualification recognised by the FSCA
Class of Business accreditation (annual)
Compliant with continuous professional development (CPD) current and past cycles. more