Incentives Administrator: Sanlam Direct Cape
7 days ago
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.
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