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
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
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
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
Better Prospects
I am looking for another job,with growth opportunities,I'm diligent,dedicated,fast learner & hard working. I am looking for an opportunity to learn something different within an accounting / financial field
Pros: ability to study
Cons: little opportunity for growth prospect
Was this review helpful? +0 -0
Good numerical skills
I am a Gentleman of aged 33 currently working for Sanlam as a senior Billing administrator, Due to the 5 years of experience I had with Sanlam Sky Finance department I think I’m the suitable candidate for this position as some of my Responsibilities is collect and allocate all monthly premiums and balance the accounts, I have obtained my grade 12 in commercial subject in 2001 and also did my international computer driver’s license in 2006, obtained my level4 of long term insurance in 2009, I then did my Accounting short course in 2013 , I manage working independently under pressure and obtain quality results
Pros: great asset for growth
Cons: Long distance travelling
Was this review helpful? +0 -0
Receptionist
My typical work day, would be receiving Pension Queries, clients who are mainly lost and looking for a specific place, clients who are looking for a job, clients who are looking for donations, clients who have meeting in the building, clients who are here on Training for the day at our training facilities, clients who are coming for interviews ect……. The list goes on. I have a brilliant relationship with my co- workers as we work well as a team and we rely on each other to give a satisfactory service. I have learnt to be more patient while dealing with clients and also I have learnt to put my own personal worries aside once I’m in the office. I mostly enjoy spending time with my co-worker during lunch, as it is fun to be with them. Making sure the client is satisfied with our service because making the client understand on the procedures and Policies of how the company works can really be difficult sometimes, but for me that is the most challenging part.
Pros: getting performance bonus
Cons: sometimes when its busy we have little lunch
Was this review helpful? +0 -0
Company support is essential
I love working with people. I am a team player. I generally do not take credit i like expanding my thanks to the team. it is essential to understand that the people that make things happen are the people on the floor, the field. so take care of them, help them grow and ensure they always know that they have your support. Thank them and reward them when they do above company expectations.
Pros: Growth
Cons: Lack of support.
Was this review helpful? +0 -0
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