Sanlam

Executive Assistant

• Secretarial support to the Chief Information Officer
• Excellent diary management
• Time and priority management
• Accurate collation of agendas and documentations for meetings
• Assist in arranging venues, catering, equipment, and other logistics for meetings
• Assisting in all logistics of special events, information sessions, conferences etc.
• General office management
• Ordering of office supplies
• Run the office regarding office infrastructure and services
• Internal and external communication/liaison with key stakeholders
• Ad hoc requests: Assistance with PowerPoint presentations
• Visitor access and parking
• Minute taking as and when required

Personal Assistant

Business Operations

• Partner with business subject matter experts and cross-functional scrum product teams to elicit, define, clarify, and prioritise business requirements
• Develop and articulate a vision for product or process improvement ideas
• Define minimum viable products (MVP) for new products or process improvements
• Define objectives-driven roadmaps to drive early and incremental return on investment
• Manage stakeholder expectations by communicating roadmaps and requirements
• Understand technical debt and risk expressed by Scrum teams
• Coordinate and align with other Product Owners on prioritized work
• Manage multiple backlogs and prioritize work accordingly
• Produce training material for new tech and ensure users adapt to the product
• Communicate and collaborate with Service Providers and third parties for integration development

Product Owner – Business Process Innovation

Artificial Intelligence

• Provide strategic leadership and oversight for Santam’s AI, Data & Analytics Centre of Excellence (COE)
• Ensure the delivery of scalable, secure, and innovative data solutions that enable business growth
• Oversee the development, deployment, and governance of AI solutions
• Drive innovation and ethical AI practices
• Develop and implement strategic roadmaps aligned with organisational goals
• Partner with business leaders to align data, analytics and AI initiatives with strategic priorities
• Manage consolidated budgets for AI, Data & Analytics, ensuring cost optimization and ROI

Chief AI, Data & Analytics Officer

Administration

• Assists operations staff by performing general administrative duties
• Coordinating internal operations in the department or branch office of a financial institution
• Processing is the main function of the position
• Performance is measured on accuracy and speed

Branch Administrator

Sales

• Provide sales and administration support to intermediaries, including quotations
• Assist the intermediaries with the relevant product information
• Process and monitor new business submitted
• Monitor and report on relevant sales information to intermediaries/management
• Support initiatives to increase the take up of technology with intermediaries
• Providing limited after sales service

Sales Support Assistant

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 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
• Conduct due diligence on clients to identify and flag risks
• Responsible for servicing and managing all client profiles to ensure clients remain on the books
• Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options

Branch Consultant, Financial Advisor

Product Designer

• Use and apply, current and relevant, design methodologies, tools, frameworks, and practices to solve for, and design experiences that enable and support Sanlam’s customers
• Define interactions and services based on relevant business, technical, and design considerations
• Participate in user research and usability testing to ensure validated design solutions, capture insights and testing data and package results for distribution and present in feedback sessions
• Deliver effective UX and Interaction Design solutions within various projects
• Make design ideas tangible for the cross-functional product team and stakeholders through visual storytelling, UX and interaction design techniques
• Present, explain and discuss design decisions eloquently
• Execute product design tasks and maintain a high quality of deliverables
• Collaborate with UX team members including other UX disciplines, Service Designers, BA’s, Product Managers and other stakeholders to understand objectives and key business outcomes, user needs and behaviours to inform the design solutioning
• Collaborate with Developers, Product teams, the Design System team, and other relevant stakeholders to ensure that final product delivery is representative of the most feasible and preferred design solution

Junior Product Designer

Consultant

• Undertakes all on-boarding and vesting activities of new Financial Planners
• Work closely with Regional Business Managers and National Manager: AFP to facilitate smooth onboarding
• Deliver structured one-on-one and group coaching to improve advisor performance
• Serve as a strategic guide through platform adoption, incentive dashboards, and advisor growth journeys
• Conduct performance reviews that interpret MI dashboards
• Act as a trusted escalation point for complex client cases
• Design and deliver high-impact learning experiences on products and digital platforms
• Champion self-service adoption and build digital confidence
• Identify workflow inefficiencies and support adoption of tech and process solutions

Vesting and Onboarding Consultant – SLS SC SFP

Account Executive

• Responsible for marketing Sanlam’s solutions to advisors
• Devising strategies and campaigns to grow advisor's business
• Ensuring compliance and understanding of tools by Financial Advisors
• Monitor and flag any suspect or risky business with Business Manager
• Support projects of the Business Manager to drive production

Sales Consultant

Manager

• 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
• Grow the customer base and revenue of Sanlam Retail Mass through the execution of the retail branch strategy
• Guide, integrate and standardise the activities, goals and objectives of various Consultants (Sales and Servicing) in the branch
• Lead a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience
• Assume responsibility for the successful day to day maintenance and management of the Retail branch.

Retail Branch Manager

Risk

• Promote, monitor and drive compliance and risk management in relation to policy replacements.
• Ensure adherence to LTIA PPR Rule 19, FAIS, and Treating Customers Fairly (TCF) principles.
• Proactively monitor replacement business cases and practices submitted by intermediaries.
• Review and validate Replacement Advice Records (RARs) within strict SLA timelines.
• Ensure compliance with disclosure requirements, advice standards, recordkeeping and ethical conduct.
• Identify compliance risks, interpret trends and coordinate corrective actions with relevant stakeholders.
• Escalate high-risk cases to Quality and Risk Control (QRC).
• Maintain accurate compliance recordkeeping and reporting.
• Sign off on required documentation and ensure governance standards are met.
• Identify training needs and facilitate compliance coaching for intermediaries.

Risk Replacement Monitor – SLS SanlamConnect CIE

• Upselling and persuading existing and non-existing Miway clients to purchase Value Added Products.
• Optimizing each lead/call received.
• Maintaining a high productivity level daily & monthly by providing quality service to customers.
• Ensuring accuracy in recording of data.

Sales Agent

• Responsible for marketing to the senior brokers and key client companies
• Promotes sales in liaison with brokers and financial institution's leads
• Receives requests for quotations from brokers and makes alterations to existing business
• Actively promotes company products
• May have supervisory responsibilities

Broker Consultant

Backend Engineer

• Provide professional and relevant financial advice to clients
• Undertake procurement of sustainable high-quality business
• Maintain and service client relationships
• Promote the Sanlam brand and client engagement
• Document and present client activities and business performance

Financial Adviser

• Manage and function one large and/or a number of smaller branch operations
• Service agents and brokers within the branch's geographical area
• Responsible for all aspects of insurance such as fire, motor vehicle, claims within the Branch responsibility