Incentives Administrator: Sanlam Direct Cape

2 weeks ago


Bellville, South Africa Sanlam Full time

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 specialist role supporting both SDC and MWL and is primarily responsible for calculating, validating, maintaining and creating /structures and analyses of existing and new sales competitions and incentives for different teams/functions within the business (i.e.: Sales Agents & Sales Managers, Quality, Retention, etc). It includes sourcing, analysing and reporting on relevant statistical information/data arising from SDC/MWL campaigns, competitions and incentives.

Key duties include;
- Maintain existing, and create new sales competitions and incentive structures
- Verify, analyse and validate data/information
- Calculating competition and Incentive results
- Monthly Billing & data analysis for external providers
- Assist in the automation of key processes and calculations
- Maintain stakeholder relationships

What will make you successful in this role?

Qualification & experience
- Information Systems degree OR Grade 12 (Maths and 5-year work experience)
- Experience in data analysis and reporting

Knowledge and skills

**IT**:

- MS Word (Intermediate)
- MS Excel (Advanced)
- MS Powerpoint (Intermediate)
- MS Windows (Basic)
- Outlook
- Business Objects
- Access
- Share Point
- DB2 queries
- SmartView / Essbase

**Business/management**:

- Product Knowledge (Sanlam Direct & MWL campaigns & online products)
- Relevant regulatory legislation and compliance knowledge
- Campaigns and competitions/incentives
- Analysis techniques (OOB analytics)/information search
- SDC & MWL sales systems and processes
- Direct marketing/Call centre capabilities and processes
- Billing and invoicing
- Reporting

Behavioral qualities
- Tech savvy
- Optimizes work processes
- Action oriented
- Financial accumen
- Communicates effectively
- Nimble learning

Core Competencies
- Cultivates Innovation
- Client Focus
- Drives Results
- Collaborates
- Flexibility and Adaptability

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 four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.
Turnaround time

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.



  • Bellville, South Africa Sanlam Full time

    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...

  • Risk Manager

    5 days ago


    Bellville, South Africa Sanlam Full time

    Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters - Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides...

  • Sti Training

    3 days ago


    Bellville, South Africa Sanlam Full time

    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...


  • Bellville, South Africa Sanlam Full time

    Who are we? The Sanlam Trust business offers professional Fiduciary Services to the South African market. We provide expert management of deceased solvent estates and living and testamentary trusts. The successful incumbent will be employed by Sanlam Trust, a subsidiary of Capital Legacy. What will you do? 1. Strategic positioning of the business area for...


  • Bellville, South Africa Sanlam Full time

    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...


  • Bellville, South Africa Sanlam Full time

    **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...

  • Product Consultant: RA: Sanlam Risk

    Found in: beBee jobs ZA - 5 days ago


    Bellville, Western Cape, South Africa Sanlam Group Full time

    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...


  • Bellville, South Africa Sanlam Full time

    Who are we? SanlamConnect 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:...

  • Brand Administrator

    4 days ago


    Bellville, South Africa Sanlam Full time

    Who are we?- Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture is that of...

  • Product Consultant: RA: Sanlam Risk

    Found in: beBee S ZA - 5 days ago


    Bellville, South Africa Sanlam Group Full time

    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...


  • Bellville, South Africa Sanlam Full time

    **About Sanlam Corporate** - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and...


  • Bellville, South Africa Sanlam Full time

    **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...


  • Bellville, South Africa Sanlam Full time

    Who are we? The Retail Affluent (RA) cluster is responsible for Sanlam’s retail business in South Africa. RA provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life...


  • Bellville, South Africa Sanlam Full time

    Who are we? Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture us that of...


  • Bellville, South Africa Sanlam Full time

    **Who are we?** Sanlam was established as a life insurance company in South Africa but has since transformed into a diversified financial services group that operates across the African continent, India, Malaysia and selected developed markets, with listings on the Johannesburg, A2X and Namibian stock exchanges. In 2018 the Group celebrated its centenary as...

  • Database Administrator

    20 hours ago


    Bellville, South Africa Sanlam Full time

    **Who are we?** Sanlam Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology...


  • Bellville, South Africa Sanlam Full time

    Who are we? Sanlam was established as a life insurance company in South Africa but has since transformed into a diversified financial services group that operates across the African continent, India, Malaysia and selected developed markets, with listings on the Johannesburg, A2X and Namibian stock exchanges. In 2018 the Group celebrated its centenary as well...


  • Bellville, South Africa Sanlam Full time

    Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters - Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides...


  • Bellville, South Africa Sanlam Full time

    Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters - Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides...

  • Training Consultant

    3 days ago


    Bellville, South Africa Sanlam Full time

    About the Company- 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...