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
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.
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
Follow my passion
In a typical day in my last position I fulfilled management tasks of branch, as well as overseeing a staff of seven individuals. Throughout the day I completed various administrative duties as well, including answering phones, drafting documents and emails, filing and greeting customers. I also provided strong customer service and resolved customer issues. A transformational leader because of my passion for individualised consideration and intellectual stimulation, very much visionary which evolve around the importance of all employees to ensure efficient and quality service rendered. Highly motivated and innovative strategist with excellent interpersonal skills who thrives on teamwork and challenges
Cons: During school holidays our branch is full to capacity does make us to work overtime on order to meet our target and turnaround time.
Excellent Learning Curve
Always good working with different people, Learning a lot about different Cultures. I learnt more about staying calm all day long. I also appreciate working with people of all cultures and backgrounds and believe that my knowledge could bring a unique perspective and highly qualified approach to your organisation.
Pros: Great Opportunities
Cons: Normal Working Hours
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
sales to differrent client.driving from place to place.i have learn more about treating people fairly.creating neat potifolio.good manor of aproashing client
Pros: promoted from rank 3 to rank 4
Cons: not train well
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