The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.
What will you do?
The Sanlam Retail Affluent (SRA) cluster is responsible for Sanlams retail business in South Africa. SPF provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.
As a company we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
What will make you successful in this role?
Output/Core Tasks
- Process fund exit and related correspondence requests received via various channels.
- Focus mainly on the following events (Primary events)
- Fund maturities and retirements (full proceeds)
- Fund terminations
- Request Fund quotes
- Process requests within the appropriate SLAs and LAD.
- Servicing of clients policy needs and requirements.
- Immediate resolution of service requests in a quality manner to ensure client satisfaction.
- Communicates completion of cases to clients/funds/management by telephone or in writing.
- Handles requests for urgent call backs to clients when required.
- Communicates completion of cases to clients/management by telephone and/or in writing
Role Requirements:
- Matric/Grade 12
- Relevant business degree/diploma from a well-recognised institution will be an advantage.
- A Minimum of 2 years experience administering Cash withdrawals, Maturity Claims, Enquiry on Payments Out, National Credit Act Loans
- Exposure to Financial Intelligence Centre Act 38 of 2001/Party Due Diligence/Risk levels/ from a termination perspective
- Client Service orientation
- Decision making and problem-solving skills
- Interpretation and reasoning skills
- Analytical abilities
- Interpersonal sensitivity
- Ability to work under pressure
- Good communication skills in English
Customer Service
Team Support
Administration
Quality, compliance and accreditation
Personal Attributes
Communicates effectively - Contributing dependently
Decision quality - Contributing dependently
Action orientated - Contributing dependently
Optimises work processes - Contributing dependently
Build a successful career with us
Were all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
Core Competencies
Cultivates innovation - Contributing dependently
Customer focus - Contributing dependently
Collaborates - Contributing dependently
Being resilient - Contributing dependently
Drives results - Contributing dependently
Turnaround time
Appointments will be made in line with the companys transformation plan.
Should you not hear from us 4 weeks after the closing date (16 July 2023), please assume that your application has been unsuccessful.
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
