Overall
Promotion
Salary
Work/life balance
Culture
Leadership
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
Family Environement
- The environment is conducive - Colleagues are warm hearted - Manager is a motivator - You learn new things daily - Fast paced environment - Dealing with various candidates
Pros: Great environment to grow
Cons: Extremely Fast Paced Environment
Was this review helpful? +0 -0
Excellent learning curve
I have excellent administration skills. I also worked at a retail store so long hours are of effort and I need a change of industry I work in. Was given an opportunity to be an office Manager on my current job which is worked excellently. With experience in product knowledge, data capture, telephone skills setting appointments and working under a commission based industry
Pros: Looking to grow within the company
Cons: Long hours
Was this review helpful? +0 -0
Kgaugelo
I am currently studying at UNISA and I will complete end of June. And next year i'll be studying CTA at UNISA. I am willing to work and studying on the same time as I am currently balancing it. I am willing to work under pressure.
Pros: fast leaner
Cons: time management
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Experience developed through different departments
I am a professional, challenge driven and proactive individual. I pride myself in adding value at any level that I have occupied in the past. My work has throughout the years presented me with an opportunity to acquire excellent interpersonal and presentation skills. I have extensive technical knowledge of the industry and I am eager to up-skill my knowledge even further. I strongly believe in business ethics and principles, and believe that my work reflects the same. One of my goals is to add value to the company in whichever way possible. I believe that the experience acquired over the years puts me in a favourable position to apply myself diligently to any opportunity presented. This position will allow me the opportunity to put all my acquired experience in the industry to excellent use. I am therefore presenting myself to be considered for the position
Pros: great opertunity
Cons: 7 days a week working
Was this review helpful? +0 -0
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