Sanlam

Financial Planning and Analysis

• Promote Sanlam Retail Mass (SRM)’s products and increase market share
• Provide sound financial advice and a high level of client service in a Branch context
• Create opportunities for client optimisation and cross selling of value-added services
• Gain and maintain an in-depth understanding of SRM product ranges
• Understand customer’s needs, financial goals and means, and provide suitable products
• Continuously update customers of new products or changes in existing products
• Manage, review, and incorporate product changes on the customer’s portfolio
• 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 prioritized while capitalising on walk-in clients
• Responsible for servicing and managing all client profiles
• Send payment reminders, conduct follow-ups, and remain in contact
• Consult with clients on alternative payment arrangements
• Responsible for in-branch servicing in line with client experience standards
• Identify risks and flag potentially fraudulent activities
• Keep and store relevant records of advice
• Report on activities daily and collate data for weekly and monthly reporting requirements

Branch Consultant, Financial Advisor

Sales

• Contact potential and existing MiWay customers to promote insurance products
• Conduct policy reviews
• Generate leads
• Ensure a positive customer experience

Outbound Sales Agent

• To promote Sanlam Retail Mass (SRM)’s products and increase market share
• Providing sound financial advice and a high level of client service in a Branch context.
• Creating opportunities for client optimisation and cross selling of value-added products
• 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 in-branch servicing in line with client experience standards.

• Provide sound financial advice and a high level of client service
• Promote Sanlam Retail Mass (SRM)’s products and increase market share
• Manage, review, and incorporate product changes on the customer’s portfolio
• Responsible for in-branch servicing in line with client experience standards
• Identify risks and flag potentially fraudulent activities

• Promote Sanlam Retail Mass (SRM)’s products and increase market share
• Provide sound financial advice and a high level of client service in a Branch context
• Create opportunities for client optimisation and cross selling of value-added products

• Promote Sanlam Retail Mass (SRM)’s products and increase market share
• Provide sound financial advice and a high level of client service in a Branch context
• Create opportunities for client optimisation and cross selling of value-added products
• Validate client details in line with product and regulatory requirements
• Submit new business through the right channels
• Manage own capacity to ensure daily appointments are being prioritised
• Responsible for servicing and managing all client profiles to ensure clients remain on the books
• Keep and store relevant records of advice

• Promote Sanlam Retail Mass (SRM)’s products and increase market share
• Providing sound financial advice and high level of client service
• Creating opportunities for client optimisation and cross selling of value-added products

• To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
• Providing sound financial advice and a high level of client service in a Branch context.
• Creating opportunities for client optimisation and cross selling of value-added products
• Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.

• Provide sound financial advice and high level of client service in a Branch context
• Create opportunities for client optimisation and cross selling of value-added products
• 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

• Responsible for financial reporting strategies and processes in banking
• Partner with Head of Banking for P&L ownership and commercial outcomes
• Develop annual budgets and forecasts for banking
• Establish financial performance dashboards and perform financial forecasting
• Collaborate with Group Risk and Actuarial for compliance and reporting

Head of Finance – Banking

Manager

• Monitor and manage the dialler function/capability in the call centre
• Set up, preparation and training of new agents to dial
• Create new campaign on platform and load leads
• Manage CLI and TruCaller apps
• Generate and submit reports
• Stakeholder management
• Ad hoc people management

Dialler Manager

• The Financial Assistant provides accurate, timely processing and reconciliation of accounts payable, accounts receivable and related financial transactions.
• The role supports effective month end close, ensures compliance with financial controls, and provides high quality service to internal and external stakeholders.
• Capture and process supplier invoices and customer invoices in the accounting system.
• Prepare and process payments to creditors.
• Reconcile creditor and debtor statements; follow up on outstanding items.
• Maintain accounts payable files and support accounts analysis.
• Manage vendor queries and assist with negotiating extended terms when required.
• Prepare and capture journal entries from source documents.
• Perform bank reconciliations and resolve reconciling items.
• Complete VAT reconciliations, submissions, and payments.
• Calculate rebates and management fees.
• Support tax calculations and related submissions.
• Assist with month end close processes.
• Support annual review, documentation, and improvement of finance processes and controls.
• Respond to internal and external queries related to the finance function.

Finance Assistant

• Lead a high-performing sales team within the insurance sector
• Conduct regular performance reviews and implement improvement plans
• Provide continuous coaching, mentorship, and product knowledge training
• Ensure knowledge of all aspects of the products, processes, and systems

Sales Team Manager, VAPS

Affiliate Manager

• The Business Affiliate plays a key role in supporting MiWay’s affiliate distribution channel
• Focuses on building and maintaining relationships with affiliate partners
• Converting affiliate-generated leads into sales
• Delivering a seamless customer experience across multiple communication channels

Business Affiliates Sales Agent

Client Services Representative

• Deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs)
• Provide operations support against standard operating procedures
• Handle inbound and outbound calls as per the agreed service level agreement (SLA)
• Review client investment instructions received via workflow system to ensure compliance to business processing requirements
• Provide regular feedback to stakeholders through various channels

Branch Consultant, Financial Advisor

Outbound Sales Agent

Branch Consultant, Financial Advisor

Branch Consultant, Financial Advisor

Branch Consultant, Financial Advisor

Branch Consultant, Financial Advisor

Branch Consultant, Financial Advisor

Branch Consultant, Financial Advisor

Branch Consultant, Financial Advisor

Head of Finance – Banking

Dialler Manager

Finance Assistant

Sales Team Manager, VAPS

Business Affiliates Sales Agent

Client Services Consultant – Operations