Overall
Promotion
Salary
Work/life balance
Culture
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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
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
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
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
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
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Pros:
Cons:
Was this review helpful? +0 -0
I believe that im excellent
A typical work day for me would be more then 100 walk in clients daily for different queries. Some are visitors for meetings, some are visitors for a personal matters, clients who are lost, clients who heard about an advert on the radio or T.V and would like to know more about it, clients who are looking for a job, students who wants Sanlam to help them with their assignments. My relationship with my co-workers is great. We all work well as a team even if we may disagree from time to time but we tent to put that behind us and carry on with our daily duties. Everyday is a learning experience for as we get different difficulties, so I learn something new everyday but the most important things that clients have taught me is to be calm n patient. I enjoy spending time with my co-workers, we have chats together when we are on a break. The most challenging aspect of my job, I would say that is making sure that customer service is delivered and the client is most satisfied after visiting Sanlam.
Pros: There is no room for promotions not unless i change the department that im in.
Cons: sometimes we dont get lunch if we are short staffed
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I work hard and get results
Sanlam is a company that turned 100 years this year. I have learnt a lot about the financial industry through Sanlam. Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Pros: Unlimited salary
Cons: Issuing a case
Was this review helpful? +0 -0
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