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
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
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
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
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.
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
My work journey
The work I am doing allows me to meet different kind of people. I work in different locations in one day. It is important yovwork as a team because ifvthecdayvis not going well ,you get to encourage each other.I have learnt that even though we work as a team but it is important to know and understand you individual goals and needs.I have enjoyed travelling and meeting different kinds of people and yo know that i have made a difference in their lives financially.the most challenging aspect of this job is to leave your comfort zone.
Pros: great opportunity for growth
Cons: long working hours
Problem analysis and problem solving
It warm welcoming environment, am currently working as complaints quality assurer for team of 4 assessor, we have good relationship with my team, if it time to work we all at professional at all-time especially when it comes to providing the good customer feedback or satisfaction to our clients, to meet customer needs. I have learn in this environment is to be true to myself, able to pay attention to detail, planning and organizing, decision- making, problem solving and most of all to be good team player. To get positive or negative feedback from manager that what I enjoy most because that when my skills and knowledge enhanced, knowing when to improve or excel in my performance. Most challenging is not meeting our SLA turnaround time
Pros: Career growth
Cons: night shifts
Experienced at analyzing clients financial needs and helping them achieve goals through sound financial planning. Energetic sales person with a passion for matching customers with optimal products and services to meet their specific needs. Consistently received excellent feedback from customers.
Pros: Great opportunity of meeting new people
Cons: When clients complains about bad service
Excellent learning curve
A diversified company yet united regardless of your culture, religion, race, age and sex. You can learn and grow in the company and have a successful career.
Pros: great opportunity for new environment as change is good
Cons: nothing to mentioned
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