Dra: Consultant

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: 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 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
Responsible to reach production, quality, and SLA targets
Application of business rules and legislation
Execution of calculations and investigations (applicable to the requests)
Bookkeeping and reconciliation of accounts
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
Qualification and 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 of jIstel, SanPay, Psiber, E2 Financials, Internet, Share Point, On Demand, Content Manager, 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 Retail Affluent products (Lamda 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) Core competencies
Being resilient
Collaborates
Cultivates Innovation
Customer Focus
Drives results Personal attributes
Work Standards
Relationship Management
Team Success
Problem Solving
Stress Tolerance
Concern for Accuracy
Continuous Learning
Turnaround time

**Closing date**: 2 June 2023 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. Our commitment to transformation
The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.