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Sanlam Reviews

 

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

Was this review helpful?    +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

 

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

 

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

 

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

 

Learning curve

It is a very difficult job selling policies. people dont normally appreciate what you are trying to do for them. I am a hard working man but when it comes to sales it just isnt my cup of tea. I was born to work with my hands and this is what i want to do.

Pros: great opportunities to move up in the company
Cons: courses to move up are yearly done

Was this review helpful?    +0       -0

 

Pros:
Cons:

Was this review helpful?    +0       -0

 

I would learn something new every month.

Working at a Sanlam Blue Star has taught me independence and self evaluation. I get along well with my colleagues and I think its safe to say, we learn a lot from each other. As well as work well as a team. I enjoy having to learn something new and teaching myself new things. The most challenging aspects of my current job is having to train the rest of the team of new things I had taught myself.

Pros: I learn something new everyday.
Cons: The manager ill treats he's stuff.

Was this review helpful?    +0       -0

 

Brilliant exposure to financial environment and markets wiht investment and financial planning.

A typical day in the office will require to finalise any administration ,documentation pertaining to new plans, follow up on outstanding requirements. Do cold calling and canvassing for new prospects. Meet with clients and doe presentation on the needs identified. I have a superb relationship with my colleagues, being in a financial advisory environment my colleagues are majority of the time in high spirit and driven. I have completed my financial planning 1, as well as my regulatory exam RE5. Learned significantly about investment options, different plans and tools, different markets and the impact of the economy on funds and fund growth. to make a sound financial decision that will be to the best interest of your client in the years to come. I enjoy meeting new people and to learn what they are all about and what drives and motivates them. Most challenging for me is listening to people and their situations in the current economical climate, this can be disheartening.

Pros: Flexi work hours
Cons: Commission based income

Was this review helpful?    +0       -0

 

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