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
Great Growth Potential
I enjoy that interaction with different clients. I am diverse person, who is a good team player and can also work independently. I have leadership qualities that have been enhanced by holding of leadership positions whilst in my university years. And through my knowledge of languages, I’m able to communicate with all different individuals within the organisation. I believe in setting long term goals and working to achieve them through setting short term objectives which lead to me accomplishing these goals.
Pros: Vast exposure
Cons: Commission based
Was this review helpful? +0 -0
Sanlam - step in into corporate finance
I have an excellent relationship with all my colleagues at Sanlam. I really love the work that I do. However, I have reached a comfort zone and need something different in order to grow. I am in a finance reporting role whereby I prepare management accounts, reporting packs, afs and board reports to exco.
Pros: Close to home, stable position
Cons: No room for growth, outgrown position
Was this review helpful? +0 -0
Challenge is too much but it's enjoyable couse you and up learning a lot.
I really enjoy working in the industry couse I always meet with New and different people and it's makes me happy to work as a team. ... but the challenge always there but i learn alot about insurance and how to manage and feel with different clients.
Pros: The great opportunity at sanlam are the benefits, as well to get promoted couse I and up promoted being a financial ecxecative
Cons: As an adviser we are working long hours in the field
Was this review helpful? +0 -0
I am a graduate in Bcom financial management and Bcomt Accounting and auditing.
Good day I am a graduate in Bcom financial management and Bcomt Accounting and auditing. I have four years of Auditing experience, including internship as an auditor with the SizweNtsalubaGobodo Inc and I have three years of accounting experience with Sanlam. Please referrer to my attached CV for my responsibilities and experience gained on both compnies. I am confident that my combination of practical work experience and solid educational experience has prepared me to understand the level of professionalism and communication required for long-term success in this field. My financial background and professional approach to work will prove as an asset to your company . I would appreciate if my application is considered. Thank you for your time and consideration. Sincerely, Emily
Pros: Carrer growth
Cons: Financial growth
Was this review helpful? +0 -0
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