Job Description

Who are we?Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.What will you do?Responsible for a combination of sales and customer service, both pro-active and re-active. Duties include cross-selling to clients as well as nurturing the client relationship. A knowledge/background of credit, finance would be advantageous in the job. Good interpersonal skills are essential for the success of this position.What will make you successful in this role?Job purposeThis role is a specialised role that offers the opportunity to join a highly respected client services team. If you want to combine your specialist writing skills, your strong product knowledge and strength to work with numbers and data, then this role is ideal for you. You will become a member of our team that plans, drafts and distributes quality client-facing documentation in line with the agreed practices in the Business Communication team. This includes the compilation and writing of new client facing documentation in line with product rules, processes, regulations and TCF guidelines, such as plain language. The role includes the writing of ad hoc client facing letters with the support of mail merge tools, quality data management and testing of batch generated letters and statements.Key outcomesThe following outcomes will be expected to be achieved for this specialised role:

• Do the day-to-day management & distribution of Glacier's electronic communication to clients and intermediaries
• To take verbal briefs and synthesize it into clear, easy to understand communication & documentation
• Create new documents such as policy contracts and member guides from scratch in a team environment and apply specialised process, product and regulatory knowledge
• Ensure a quality, consistent and holistic approach to documentation changes by applying systems, process knowledge and regulatory requirements such as plain language (TCF)
• To research and keep abreast with communication techniques and apply it
• Prioritise and deliver on various projects at the same time
• Influence the outcome of documents in projects considering client experience to ensure quality communication design
• Proofread, translate and edit documents as required by the business
• Responsible for user acceptance testing and providing input in compiling testing matrixes
• Responsible for input into and sign-off of client statements after UAT
• Do quality assurance on team members' work & coach for improvement

Qualifications and experience

• Matric / Grade 12
• A relevant financial degree or degree in document design or communication
• At least 3 years' experience in a Lisp or Life Insurance environment where the drafting of documents and project involvement was required

The following will be to your advantage:

• Excel & MS Word skills
• Creative writing skills
• Specialist knowledge in Lisp or Life insurance product range & processes

Competencies

• Exceptional communication skills, written and verbal, in Afrikaans and English
• Ability to write in plain language
• In-depth knowledge of financial services and investment products
• Excellent planning, prioritising and organisational skills
• High attention to detail, analytical thinking and problem-solving skills
• Exceptional Client Service Orientation
• Relationship building skills - ability to communicate on all levels
• Ability to work under pressure and deliver on deadlines

Attributes

• Positive, enthusiastic attitude
• Honesty, integrity and respect
• Ability to co-operate and thrive both within an independent and team environment

Qualification and ExperienceGrade 12 with 4 to 5 years related experience.Knowledge and SkillsFinancial advice and supportAssist with production target achievementCompliancePartnership and network buildingPersonal AttributesBusiness insight - Contributing independentlyCommunicates effectively - Contributing independentlyAction orientated - Contributing independentlyPlans and aligns - Contributing independentlyBuild a successful career with usWe'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 CompetenciesCultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyCollaborates - Contributing independentlyBeing resilient - Contributing independentlyTurnaround timeThe 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 transformationThe 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.

Sanlam