Leads Co-Ordinator: Distribution Prospecting Unit (PG8)

Job Details Overview

City: Bellville
Job Category: Insurance
Position Type: Permanent
Division: Sanlam
Business Unit: Sanlam Personal Finance
Education Required: Matric / Grade 12

Position Details
Sanlam Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs

Key Responsibilities

Facilitate the distribution of leads to SPF distribution
Monitor, govern and report on the take up and response to distributed leads within the business
Systems problem resolution and enhancements
Constantly monitor and evaluate the performance of existing leads systems/programs and find better/quicker/smarter functionalities that could be changed for better performance
Training and leads support activities
Leads queries, investigations and complaints
Ad-hoc administration
Minimum Requirements

1. Qualifications:

2. Experiencen and Knowledge:

Experience and knowledge DPU processes and systems
1 year call centre experience
Processing experience
Knowledge of MS Office (Excel, Word, PowerPoint)
Knowledge of quality processes
Financial services knowledge

Managing work
Building and maintaining relationships
Team success
Results driven
Concern for accuracy
Problem solving
Gaining commitment
Information gathering
Treating customers fairly

Promoting excellence and commitment towards Employment Equity.


SPW: Portfolio Manager Assistant – Tyger Valley

Job Details Overview
City: Welgemoed, Cape Town
Job Category: Financial Services
Position Type: Permanent
Division: Sanlam
Business Unit: Sanlam Investment Cluster
Education Required: Bachelors Degree

Position Details”
Sanlam Investments cluster

Sanlam Investments consists of leading investment and wealth management businesses in South Africa, Sub-Saharan Africa, Australia and Europe.

The business is diversified across a broad range of specialist investment businesses. Its areas of expertise include conventional asset management, alternative investment solutions, collective investment schemes, employee benefits, property asset management, private client investment management and stockbroking, multi-management, structured products, private equity fund management and risk management. It provides these investment services to a diverse client base that includes corporations, financial institutions, governments and government agencies.

Sanlam Private Wealth:

Sanlam Private Wealth is a cluster within Sanlam Investments and is a specialised investment house that manages assets for high net worth individuals, cultural organisations, charitable institutions and similar entities with investable assets of more than R1 million. We have the necessary capabilities and systems to provide a wide range of investment services, including domestic and offshore investment portfolios, stockbroking and allied services.

Sanlam Private Wealth has recently been recognised for the second year running as SA’s top wealth manager in Intellidex-Moneyweb’s annual survey. This prestigious award is the result of a yearly survey of South Africa’s top private banks and wealth managers. Sanlam Private Wealth is recognised for the wide range of services we offer, our growth strategy, international presence and ability to draw upon Sanlam Private Wealth’s and Sanlam’s collective expertise, thus providing our clients with a truly client focussed, bespoke wealth management service.

Our results have reinforced that Sanlam Private Wealth consistently strives to deliver client centric solutions and services for our clients.

Key Responsibilities:

  • Proactively manage all client and intermediary queries and process their requests (For example, portfolio queries, tax reports, etc.)
  • Collate Corporate Actions with Portfolio Manager and clients
  • Collate Private Placements with Portfolio Manager and clients
  • Responsible for collating client payment information and documentation
  • Responsible for collating share transfer information and documentation
  • Responsible for quality check on all mandates and FICA information
  • Ad hoc administrative duties
  • Monitor safe custody fees on BDA system
  • Follow up on debit lists
  • Monitor At Home positions
  • Manage the diary for Portfolio Manager(s)
  • Prepare Information packs for meetings

Minimum Requirements:

  • Bachelor of Commerce Degree
  • Registered person exam (would be an advantage but not mandatory)
  • Basic understanding of the Private Client business and the stock-broking environment
  • Experience within a financial services industry is essential
  • Experience in a stock-broking environment is essential
  • Bonds and Safex exams would be an advantage


  • Technical competencies:
  • Computer literacy (MS office suite)
  • Working knowledge of BDA/ MAIA

Behavioral competencies:

  • Strong numerical orientation
  • Highly organised with a high level of customer focus
  • Accurate and detail orientated
  • Critical and analytical capability
  • Ability to perform well under pressure and show maturity, confidence and resilience
  • Excellent listening, communication and interpersonal skills
  • Pro-active approach to work, clients, problem solving
  • Learning agility and curiosity
  • Assertive
  • Passionate ownership for results




Job Details:
City: Sandton
Job Category: Insurance
Position Type: Permanent
Division: Sanlam
Business Unit: Santam
Education Required: Bachelors Degree


Position Details

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper. We’re about people.

People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees. Are you keen to join Santam’s team of high performers? View available vacancies and apply online.

All appointments will be made in line with the Santam Employment Equity strategy. People with disabilities are welcome to apply.

Key Responsibilities

Provide efficient, criteria driven underwriting competency
Evaluate facility applications and prepare a convincing opinion on whether to accept or decline.
Administer the recording and allocation of transactions effectively on Santam systems in order to produce accurate and relevant reports and trending statements
Represent Santam at client meetings for both underwriting and review purposes
Provide excellent service to existing and new brokers and clients
Produce and present bi-annual reviews of all clients
Prepare various ad-hoc reports for management feedback
Administer Security files and annual audits
Implement Risk analysis and review of facilities and portfolio
Contribute to the development of a market risk platform
Audit KIT system information (with that of client GT’s and retained exposure)
Facilitate premium collection on outstanding debtors
Conduct web-based research in support of business underwriting
Provide operational underwriting resource to expand and complement the existing capabilities of the business.
Grow a portfolio of low risk clients that generate upwards of R5m GWP per annum
Underwrite on a zero loss expectation basis
Minimum Requirements


BSc (QS) / BTech (Building Surveying) / BCom (Hons)


5 years active in the construction field
Good prioritisation skills as well as resilience
Ability to work with accuracy and speed
Adept at Information technology
Good communicator
Advanced financial insights
Highly developed presentation capability
Research proficiency
Process orientated

Results focussed
Ability to reason and motivate (an argument / position)
Displays honesty and professionalism
Complies to rules and regulations
Self starter
Motivated and persistent