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
I completed my Business Studies Certificate in 2012 which include Implementing Quality Management System ISO 9001:2008(SHEQ) Safety Health Environmental & Quality Management System, People Management, Project Management, Business Skills, (NEC) Interpret Basic Financial Statements with the University of Limpopo. I also completed an NQF level 5 Certificate for Outcomes-Based Assessment in 2015. I am currently employed by Sanlam Life as their Financial Planner and Advisor. I have completed Financial Planning 1 and 2 (FP1 and FP2) with Financial Planning Academy. I also build and maintain client database. I was appointed as the Employment Equity Manager for North KZN.
Pros: Great Oppotunities
No conducive environment for growth. New people struggle along as they normally do not get any assistance or mentor. Assistance must also be given to people struggling with sales: who eventually get paid R0.00 commission at the end of the month. Instead of helping, the company pretends all is normal and expert people to report for meetings twice a week and also go out and do direct sales.
Pros: No opportunity for promotion
Cons: Long work hours
I've learnt how to treat clients, I've learnt so many good things
my work duties: firstly i answer incoming calls, i load incoming applications for medical aid on our system,I do follow up on application by calling schemes. I have a good relationship with my colleagues we respect each other I've learnt how to respect clients and how to be like in a work place. I enjoy working in a big company like Sanlam,i also enjoy to worker under pressure and to work with a big number of people that helps me to learn so many different things. To deal with client's complaints that's the only challenge i get at the moment
Pros: great thing is that they place me in different departments so that i can learn more.
Cons: 7.5 working hours to 8hours
Good learning curve
There is no good support for employees. There's no growth especially education wise. Employees are expected to deliver regardless. Management eager to sell nothing else.
Pros: good support
Cons: no growth
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