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Product Consultant: RA: Sanlam Risk & Savings: Client Solutions: Bellville

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Date: 26 Apr 2024

Location: Bellville, Western Cape, South Africa

Company: Sanlam Group

Who are we?

 

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?

 

• Contribute to the development and execution of the Client Solutions investment funds strategy.

 

• Support individual life product development and enhancements for savings products.

 

• Answer savings product related questions and complaints from intermediaries.

 

• Maintain and develop sales support tools.

 

• Ability to work under pressure and negotiate project deadlines with clients.

 

What will make you successful in this role?

 

Qualifications: 

 

 

• Degree in Finance or Mathematics.

 

• Good progress with Actuarial exams, majority of CT subjects will be an advantage.

 

 

Experience: 

 

 

• At least 3-5 years’ relevant experience in Actuarial / Investments.

 

 

Knowledge: 

 

 

• Basic SQL knowledge.

 

• Detailed knowledge and understanding of investment funds.

 

• Sound knowledge Sanlam’s savings products, processes and transactions.

 

 

Competencies: 

 

 

• Communication skills (written and verbal)

 

• Administrative orientation

 

• Decision quality

 

• Analytical thinking

 

• Cultivates innovation

 

• Concern for accuracy

 

• Plans and aligns

 

• Collaborates

 

• Customer focus

 

• Team success

 

• Independence

 

• Drives results

 

• Being resilient

 

• Advanced computer skills (Excel - use of Macros)

 

 

Build a successful career with us

 

We’re 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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing through others
Customer focus - Contributing through others
Drives results - Contributing through others
Collaborates - Contributing through others
Being resilient - Contributing through others

Turnaround time

 

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. 

 

 

Closing date: 10 May 2024. 

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.

Apply now »