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
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
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Excellent in everything i do. im hard working and quick to learn.
I'm good in convincing people to buy. Good at keeping client relationship. Good at handling complaints. I don't give up easily until I archive a goal.
Pros: team player, adapting to change, able to coach others, problem solving skills
Cons: long working hours even on weekends
Was this review helpful? +0 -0
Excellent learning curve
I provide exceptional administrative and clerical duties to Advisers. Where my responsibilities includes handling Clients, Prepare Quotations, Auto new Business, taking down messages, schedule meeting and appointments, receive and send e-mail, making follow-ups on business submitted, maintain reception area and answering phone calls.
Pros: Opportunities for promotion
Cons: Normal Working Hours
Was this review helpful? +0 -0
Excellent learning curve
Dear sir/madam, Regarding the position currently advertised on indeed, please find attached a copy of my CV for your consideration. The course covered many topics, and I was particularly drawn to accounting. I am looking to develop specialist skills in this area and build a successful career. I have put my course theory into practice in a variety of ways, most effectively as a sales support assistant (intern) at Sanlam where I successfully completed the training. Having extensively researched your company’s values and products, I was especially interested in financial stats and financial surroundings. I feel it would be the ideal place for me to begin my career and I believe I can be an excellent addition to your team. If you would like to get in touch to discuss my application and to arrange an interview, you can contact me on email: mbambovb@gmail.com I look forward to hearing from you soon. Yours sincerely Vulani Mbambo (SPF)
Pros: Great opportunity for promotion
Cons: long working hours
Was this review helpful? +0 -0
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