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
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
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
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
Good numerical skills
I am a Gentleman of aged 33 currently working for Sanlam as a senior Billing administrator, Due to the 5 years of experience I had with Sanlam Sky Finance department I think I’m the suitable candidate for this position as some of my Responsibilities is collect and allocate all monthly premiums and balance the accounts, I have obtained my grade 12 in commercial subject in 2001 and also did my international computer driver’s license in 2006, obtained my level4 of long term insurance in 2009, I then did my Accounting short course in 2013 , I manage working independently under pressure and obtain quality results
Pros: great asset for growth
Cons: Long distance travelling
Was this review helpful? +0 -0
Good Work Experience
I have had a good working experience at Clear Road Blue Star Financial Advisory Services (Sanlam). Having to learn almost everything on my own, teaching my colleagues easy and new steps on how to process and capture data, all this has helped grow intellectually as well as practically.
Pros: Good Working Experience
Cons: Ill treatment from the manager
Was this review helpful? +0 -0
My background includes serving as a Secretary in the Engineering Company.
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
Excellent Learning Curve
Always good working with different people, Learning a lot about different Cultures. I learnt more about staying calm all day long. 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
Cons: Normal Working Hours
Was this review helpful? +0 -0
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