Overall
Promotion
Salary
Work/life balance
Culture
Leadership
30 credits
i am ahard working person i am a good communicator i have good relationship with my co workers ive learnt how to work under pressure with difficult clients i enjoy working with team co operation is what i am good at it the most challenging aspect is whereby you meet some diffucult client who cant speak english or your language so you have to try to speak his langauge even thou u cant speak it you have to satisfy the client at the end of the day
Pros: hardwworking
Cons: i am ahard working person i am a good communicator i have good relationship with my co workers ive learnt how to work under pressure with difficult clients i enjoy working with team co operation is what i am good at it the most challenging aspect is whereby you meet some diffucult client who cant speak english or your language so you have to try to speak his langauge even thou u cant speak it you have to satisfy the client at the end of the day
Was this review helpful? 
+0 
-0
Outstanding growth curve
Working at sanlam is basically a stepping stone, as it is a very big company rather diverse. We don't only deal with Insurance but all kinds of ways of saving money for people, I don't have a problem working there but the only issue is i'm a fresher from varsity, this was my first job after varsity and I have gained the experience, I therefore need to spread my wings and fly and get a better salary. I enjoy working with people, and getting to learn new personalities each and everyday, old, young ,man and women. Socializing is quite exciting and it grows you as a person as well. T he most challenging aspect has to be my salary, i feel i deserve more then what I am getting. However I have learnt patience, persistence, consistency, and inner growth in my journey with sanlam. But I can not stay a Personal Assistant all my life, I need a challenge bigger then it. But all in all I'm grateful for the opportunity i have in Sanlam.
Pros: Great opportunity for growth
Cons: less salary
Was this review helpful? +0 -0
Sales invironment
sales to differrent client.driving from place to place.i have learn more about treating people fairly.creating neat potifolio.good manor of aproashing client
Pros: promoted from rank 3 to rank 4
Cons: not train well
Was this review helpful? +0 -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
I am engaged through out the day. Accepting new challenges timeously
I work with a great team although we keep having new team members My engagements with the key business stakeholders Learning to work with different kinds of people, with different attitudes. I am good at building relationships
Pros: Challenging
Cons: no growth opportunity
Was this review helpful? +0 -0
Brilliant exposure to financial environment and markets wiht investment and financial planning.
A typical day in the office will require to finalise any administration ,documentation pertaining to new plans, follow up on outstanding requirements. Do cold calling and canvassing for new prospects. Meet with clients and doe presentation on the needs identified. I have a superb relationship with my colleagues, being in a financial advisory environment my colleagues are majority of the time in high spirit and driven. I have completed my financial planning 1, as well as my regulatory exam RE5. Learned significantly about investment options, different plans and tools, different markets and the impact of the economy on funds and fund growth. to make a sound financial decision that will be to the best interest of your client in the years to come. I enjoy meeting new people and to learn what they are all about and what drives and motivates them. Most challenging for me is listening to people and their situations in the current economical climate, this can be disheartening.
Pros: Flexi work hours
Cons: Commission based income
Was this review helpful? +0 -0
Have excellent resolution skill and ability to multi-task
Basically my work at Sanlam is to check the record of a client if the client have many claims or not and if she/he have valid licence then forward that information to our sales consultant
Pros: That are lots of opportunity
Cons: But i can not apply cause i still on contract
Was this review helpful? +0 -0
Fast and competent learner
I deal with paying outs of pension and provident funds. I communicate with clients on a daily basis, handling queries. we have a team based environment and we have to work well together to make sure that we all meet targets for the month. My communication skills have improvement and i have learnt how to work under pressure. It gives me joy when i have finalized a claim without any hassle. The best part about my job is that you learn something new almost everyday. The challenging aspect includes when Funds are liquidating and one has to explain to clients the process it takes before they can be paid out. It is challenging because these involve sections of the Pension Funds act that most people do not understand and clients start to think that we are just withhold their funds.
Pros: Great environment to work in
Cons: sometimes we have to put in long hours
Was this review helpful? +0 -0
Learning
I a m a hard working person learning new things in my career and good with clients I m very punctuate and honest and I willing to learn new things in my career
Pros: yes
Cons: 7.5
Was this review helpful? +0 -0
Excellent working conditions and many learning programms
get to know the latest trends and keeping up to date with the latest technology changes. meeeting new people keeping up with the latest changes i love the company they good to their people and care personally what happened in their lives. they want their people to succeed and guide them them in the correct direction.
Pros: learning everything each day
Cons: tention lol
Was this review helpful? +0 -0
Latest Sanlam jobs
Financial Advisor - Sanlam
Johannesburg
Insurance Sales Agents - Johannesburg
Johannesburg
Insurance Sales Agents - Umhlanga
Durban
Insurance Sales Agents - Phoenix
Durban
© Copyright 2024 Zigo.co.za All Rights Reserved.
