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
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
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
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
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.
Great motivation in working environment
It is good working with Salman provided we on co mission only sometimes you end up not earn at all cause there's claw backs. I learnt to work independently and had a good working relationship with co-workers until they left the company. I noted my first and second year with the company, but recently it's challenging cause we work without a supporting structure it challenges a lot cause no one to report to and imho longer perform with due to that situation.
Pros: not easy in terms of growth or promotions
Cons: stres full working hours
New experience for me
My typical work day would be managing a team of agents to go out into the field and promote and sell funeral policies. 'technically my own boss' Writing my own salary each month. My goal is for them to achieve daily targets. I get on very well with all colleagues, there is no room for complaints. It is my very first time working in the sales field, I have learnt that its not as easy as it sounds, but very achievable if you have goals and targets set. what I love about what I do, is I can get to spend time with my family more. motivating the team when business is not doing too well for the day or even the week. my job will be to encourage them to push harder and achieve what they have come here to do. to keep the work flow running smoothly, it is always a good thing to have a team building with the guys now and again.
Pros: getting to start a work day at my pace.
Cons: going out into the rural areas looking for work.
Quality &Excellence orientated
ABOUT MYSELF I’m an ambitious & honest person who likes to think, plan & bring a change I always aim high in order to climb & reach greater heights I like to present, calculate & conservation CHANGES I MADE! Changed the structure of the office to look neat and tidy by classifying &putting things in order Cost limit- by recycling used paper, limit telephone calls, & scanning instead of faxing Providing a professional and satisfactory customer service WHAT MAKES YOU THINK YOU’RE THE RIGHT PERSON FOR THE JOB/ WHY DO YOU WANT TO WORK FOR US? Administration does not need a self-centered person, it requires people’s person, somebody who puts others first Administrator is not just somebody sitting behind the desk but a representative of the Organization, someone who carries & lives the brand of the company And also the experience I have to work with the people, good communication skills, office management &building a good relationship with employees
Pros: Office work
ive been in the same company (Sanlam) more than 5 years . ive learnt to be a team player . communication skills have improved and ive learned a lot in terms of my accounting skills
Pros: good working enviroment
Cons: distance from home to work is too large
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