Sanlam

Client Services Representative

• To be responsible for all client contact (telephonic, e-mail and walk-in)
• Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
• Assisting clients with investment administration queries
• Providing investment and product information to IFA’s and investors
• Involved in ad-hoc client services projects

Client Service Consultant – Graduate Opportunity

Manager

• Responsible for growing 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.
• Responsible for Retail branch strategy development and business planning.
• Ensure retail branch sales delivery and establish and drive a service culture.
• Ensure compliance, quality, and risk management.
• Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
• Monthly planning and reporting of sales and service activities in the Branch.
• Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.

Retail Branch Manager

Financial Planning and Analysis

• Provide new and existing clients with professional and relevant financial advice
• Undertake the procurement of sustainable business of high quality
• Maintain and service clients as part of a long-term relationship
• Ensure all client interactions are compliant and ethical
• Conduct comprehensive fact finding with each client
• Review client’s portfolio annually

Financial Planner

• Provide new and existing clients with professional and relevant financial advice, planning and products (sales)
• Undertake the procurement of sustainable business of high quality
• Maintain and service clients as part of a long-term relationship
• Ensure all client interactions are compliant
• Conduct financial needs analysis and provide planning advice

Financial Adviser

Backend Engineer

• Promote Sanlam Retail Mass (SRM)’s products and increase market share
• 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
• Manage and report on NTUs (clients Not Taken Up) and take corrective actions where required

Branch Consultant, Financial Advisor

• Provide professional financial advice to clients
• Build and maintain long-term client relationships
• Conduct financial needs analysis and provide tailored solutions
• Document client interactions and maintain compliance protocols

• Provide new and existing clients with professional financial advice
• Undertake procurement of sustainable business
• Maintain and service clients to build long-term relationships
• Ensure all client interactions are compliant and professional
• Conduct comprehensive fact finding with clients

Sales

• Responsible for contacting clients according to specified campaigns and scripts to query outstanding payments
• May provide customers with essential and information regarding products and services
• Predictive dialling may be used when contacting the client
• Provides quality service to external and internal customers by ensuring accuracy in recording of data

Outbound Sales Agent

• Responsible for growing the customer base and revenue of Sanlam Retail Mass.
• Developing and overseeing the execution of the retail branch strategy.
• Guiding, integrating, and standardising activities, goals, and objectives of Sales Consultants.
• Leading a service delivery culture within and outside of the branch.
• Management of Retail branch operations and staff.
• Monthly planning and reporting of sales and service activities.

Branch Manager

Insurance

• Maintain, optimise and structure the group-wide outwards reinsurance program
• Lead the annual treaty and facultative renewal cycle
• Assess and optimise the structure of proportional, non-proportional, and facultative covers
• Collate and review actuarial and exposure-modelling work
• Analyse portfolio performance and emerging risks
• Build and maintain strong relationships with global reinsurers
• Ensure end-to-end documentation, contract certainty, and timely execution of reinsurance placements
• Lead and mentor the reinsurance team

Head – Outwards Reinsurance

• Financial reporting of designated investment cluster businesses
• Management and statutory financial reporting, including consolidation
• Ensuring that financial records are maintained which are comprehensive, up to date, accurate and meet legal and regulatory requirements
• Tax compliance
• Preparation of holding and group company AFS
• Project management of specific financial Cluster initiatives throughout the year
• Stakeholder management with specific focus on business strategy and involvement in the various businesses of Sanlam Investment Group
• Management of the intercompany loan confirmation process
• Assist in monthly/quarterly reporting, ad hoc deliverables
• Preparation of fund flows and AUM reporting

Financial Manager

• Establish a client base of trusteeships, executorships, trust accounting and tax compliance matters
• Provide tax and fiduciary advisory services to clients
• Advise on wealth and estate planning
• Draft Wills, Deeds of Trust, resolutions and minutes
• Act as nominee of Sanlam Private Wealth as trustee and executor
• Write technical articles and conduct presentations on fiduciary matters
• Promote the Fiduciary and Tax offering to all stakeholders

Fiduciary and Tax Specialist

• Responsible for inbound/outbound telephonic communication with client base
• Ensures the quality of service exceeds customer expectations and establishes constructive relationships with client base
• Utilises IT system accurately and ensures that all queries are answered effectively
• Refers calls to appropriate departments only if unable to solve query appropriately
• Provides accurate product information to clients in line with standards and protocols

Client Services Agent

Affiliate Manager

• Under direct supervision, performs routine clerical support for functional groups such as copying, distributing mail, performing simple calculations and maintaining records and files following standard procedures with all work certified or checked.
• This role is critical in maintaining efficiency and driving customer satisfaction through effective coordination and follow-up.
• Performs routine clerical support for functional groups such as copying, distributing mail, performing simple calculations and maintaining records and files following standard procedures with all work certified or checked.
• This role involves loading dealership leads (both PL and BI), assisting with lead allocation, and handling rework leads while managing timely follow-ups.

Intern – Affiliates

Customer Retention Specialist

• Deliver motivation from your team manager.
• Maintain a good attendance record.
• Show great performance track record on your measures.
• Use flexibility and tenacity to retain clients.
• Utilize negotiation skills effectively.
• Demonstrate excellent verbal and communication skills.
• Adapt and multitask efficiently.