Job Description

Who are we?Sanlam Life Ltd is one of the top financial services providers in the South African market.We're all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique - and want to inspire you to realise this worth.This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.What will you do?This is a team leader role that is primarily accountable to work collaboratively with all relevant stakeholders (within and outside SD) to improve/maximise the retention of sales and keep business on books.Key focus areas are;

• Undertake retentions data analysis and interpretation
• Undertake retentions related investigations
• Provide retentions recommendations and reporting
• Drive and implement retentions actions and strategies within the business
• Enable the application of technology within the function
• Provide effective People Management (Retention Specialists)
• Develop and maintain stakeholder relationships

What will make you successful in this role?Qualification & experience

• Grade 12
• Financial services experience in distribution, preferably call centre environment
• Experience and/or qualification in data analysis
• Team management experience

Knowledge and skillsIT:

• MS: Office (Outlook, Excel, Word, PP) ~ Excel at intermediate to advanced level
• Share Point
• Sentrix/D365
• Relevant MIS's
• Data analysis tools

Business:

• Financial Services knowledge (distribution)
• SD business and operating model
• SD sales, contract/policy and NB processes
• SD product knowledge
• Relevant regulatory legislation and compliance knowledge (i.e.: TCF, POPIA)
• Retention methodology/philosophy and strategy
• Retention processes, practices and governances
• Collections processes, practices and governances
• Underwriting requirements linked to SD products
• Client service processes and practices
• Data and statistical analysis, and reporting
• Performance/People management
• Quality management and processes

Core competencies

• Flexibility & Adaptability
• Collaborates
• Cultivates innovation
• Client focus
• Drives results

Personal Attributes

• Analytical and detail minded
• Collaborator and relationship builder
• Quality and processes orientation
• Driven and self motivated
• Goal focused
• Problem solver
• Good communication skills

Build 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.Turnaround 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.The closing date for all applications is Monday 4th November 2024.Our commitment to transformationThe 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.

Sanlam