Overall
Promotion
Salary
Work/life balance
Culture
Leadership
I am always willing to learn new things , love work that is challenging .
i work from 8 to 4 on daily basis face to face interaction with clients. i have a very good relationship with co-workers help each other lean new things everyday. I never knew other languages and have leant through talking to client of different cultures and race. i enjoy working with clients they make you to be strong cause not all client come to the office happy you have to listen to them even if when they are shouting at you or swearing the customer is always right and you have to make sure that every client walks out happy receive good service . most challenging aspect is you have to make decisions on your own that will not impact on the business take ownership and put yourself into customers shoes.
Pros: growth through difference divisions
Cons: working overtime
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+8 
-0
Data capture, filling, admin work. controlling new business
advertising and marketing new product in the insurance company , new policy e.g, funeral policy, investment, and life cover, retirement, hospital plan, and also can offer an loan to the clients, offer share to potential clients.
Pros: controlling the pending NTU and lapses
Cons: 9 hours
Was this review helpful? +6 -0
Mature, reliable and consistent in approach.
As a Financial Advisor, you have to find new Clients/Orphan clients to serve and assist with their financial goals. The main objective is to establish the financial needs and solution. As most clients do not understand it themselves, it could take up a lot of one's time to do the administration and paperwork with no financial gain. This frustrates all of the advisors. It is not easy to build trust and obtain the correct information (it's time-consuming and competitive). In the meantime you have to be able to support yourself financially. The first 3-years in the industry is hectic, therefore it is stressful and you have to have a positive attitude among one another and towards the industry. It is expected of you to attend regular training sessions, meetings, etc. You are always learning. Like all of us, we get a feeling of accomplishment, once a policy has been issued and a client has provided for his/her unforeseen circumstances. The position is not office-based nor office hours.
Pros: To build up a practice
Cons: Commission based only, timeously and costly
Was this review helpful? +3 -0
No growth from PA.
I think that Sanlam is a good company with great career opportunities and offers the public wonderful insurance packages that are trusted by a lot. This company has enabled me to grow in the administration field and made me the person I am today.
Pros: n/a
Cons: n/a
Was this review helpful? +3 -1
Excellent culture and exposure to HR Function
Sanlam has been a great learning curve and have been exposed to great new ways of internal client interaction within HR. We have a great culture where we have the autonomy to make decisions and work independently.
Pros: Financial Services Industry is fast pased
Cons: Constant change in the industry
Was this review helpful? +3 -1
Exellent learning curve
My typical day at work would be prospecting of clients meaning I would be calling to make appointments then do so administration then I would go out to make money by meeting clients. I had a very good relationship with my manager as he he was the one who had to review my cases submitted and we would normally have one on one meetings every week to discuss business and my progress. I think I enjoy the drive and whole target related situation as it pushes me to go out and do better but in general my job was stressfull because without any clients I don't get paid.
Pros: Meet a lot of different people and you are able to adapt to different people.
Cons: Commission based salary
Was this review helpful? +2 -0
Its great working environment. they need to work on the lapse system.
• Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis. 2) Contact clients periodically to determine if there have been changes in their financial status. 3) Devise debt liquidation plans that include payoff priorities and timelines. 4) Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor. 5) Explain to individuals and groups the details of financial assistance available to college and university students 6) Guide clients in the gathering of information such as income tax returns,
Pros: Great working environment
Cons: Lapses
Was this review helpful? +0 -0
Excellent Learning Curve
My Background includes serving as a Secretary in the Engineering Company. I am Currently working at Sanlam as Office Admin Intern . I provide exceptional administrative and clerical duties to Advisers. Wher my responsibilities includes handling Clients.
Pros: Great opportunities
Cons: Normal working hours
Was this review helpful? +0 -0
Excellent Learning Curve
I enjoy a demanding and variable work environment and I am open to learning new and challenging tasks to enhance my career. I also appreciate working with people of all cultures and backgrounds and believe that my knowledge could bring a unique perspective and highly qualified approach to your organisation.
Pros: Great opportunities for Promotion
Cons: Normal Working Hours
Was this review helpful? +0 -0
You learn more about the company as it has so much to offer
My typical work day, would be receiving Pension Queries, clients who are mainly lost and looking for a specific place, clients who are looking for a job, clients who are looking for donations, clients who have meeting in the building, clients who are here on Training for the day at our training facilities, clients who are coming for interviews ect……. The list goes on. I have a brilliant relationship with my co- workers as we work well as a team and we rely on each other to give a satisfactory service. I have learnt to be more patient while dealing with clients and also I have learnt to put my own personal worries aside once I’m in the office. I mostly enjoy spending time with my co-worker during lunch, as it is fun to be with them. Making sure the client is satisfied with our service because making the client understand on the procedures and Policies of how the company works can really be difficult sometimes, but for me that is the most challenging part.
Pros: get to grow in the Insurance business
Cons: when short staffed there is a lot of pressure.
Was this review helpful? +0 -0
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