• Job Description

  Req#: 27057

  Who are we?

  Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our Vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.

  What will you do?

  The REMS Consultant is responsible for handling incoming enquiries from Intermediaries, Management and Support Staff which may include various aspects i.e., Contracting, Remuneration, Funds and Schemes as well as Commissions and Replacements. The Consultant will be responsible for providing professional and effective services by meeting expectations, particularly in terms of quality and timelines in compliance with the business and legislative standards and effectively dealing with all e-mails; investigations and ensuring resolution of enquiries. The work requires the capturing of information on the system, calculations, investigation of errors and the correction thereof. The role does allow for remote working opportunities contingent on management approval and business requirements.

  What will make you successful in this role?

  The position requires adept organizational skills, resourcefulness, and the ability to handle a multitude of tasks simultaneously under often high-pressure situations.

  • Administration of contracting and/or financing aspects of Intermediary remuneration
  • Handling of incoming requests from Intermediaries (email and telephonic)
  • Responsible to reach production, quality, and SLA targets
  • Application of business rules and legislation
  • Development and improving processes and/or policies
  • Handling non-standard requests where follow up administration is required
  • Liaise directly with SanlamConnect staff, External partners, and institutions
  • Execution of calculations and investigations (If required)
  • Bookkeeping and reconciliation of accounts (If required)
  

  Qualification & experience
  • Grade 12 (with Mathematics and/or Accounting)
  • A tertiary qualification, which can either be a Diploma or Degree, will be advantageous
  • Minimum of 2 years in the Broker or Advisor channel working environment or Policy Services environment
  • Experience in Intermediary Payroll administration will be advantageous
  

  Knowledge and skills
  • Working knowledge SanPay, Psiber, Internet, Share Point, On Demand, Content Manager, Content Navigator, SAP4Hana and Microsoft Programs
  • Must be fully bilingual – verbally and written (English and Afrikaans)
  • Understanding of the Financial Services environment
  • General knowledge of the SanlamConnect environment
  • Knowledge and understanding of remuneration administration processes
  • Knowledge of related general Legislation (NCA, FICA, FAIS, TCF, POPIA etc.)
  • Knowledge of Funds and Schemes related legislation, policies, and processes (role specific)
  • Knowledge of SLS products (Stratus and Legacy) will be advantages
  • Prior experience and knowledge of replacements and/or the financing and contracting of advisers will be advantageous.
  • Policy services administration experience (role specific)
  • Knowledge of the Legacy Platform and Legacy products (role specific)
  • Knowledge of the Epsilon Platform and Stratus Policy products (role specific)
  • Knowledge of SLS products (Stratus and Legacy) will be advantageous

  
  Core Competencies
  • Being resilient
  • Collaborates
  • Cultivates Innovation
  • Customer Focus
  • Drives results

  
  Personal attributes
  • Work Standards
  • Relationship Management
  • Team Success
  • Problem Solving
  • Stress Tolerance
  • Adaptability
  • Concern for Accuracy
  • Continuous Learning

  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 dependently

  Customer focus - Contributing dependently

  Drives results - Contributing dependently

  Collaborates - Contributing dependently

  Being resilient - Contributing dependently

  Turnaround time

  • The closing date for applications is 13 September 2024

  
  The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.

  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 aim is to help you 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 business clusters – Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office – the group provides many opportunities for growth and development.

  Our commitment to transformation

  The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

• About the company

  As one of the largest financial services groups in South Africa, Sanlam provides insurance, investment, financial planning & retirement advice to individuals, businesses & institutions.

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