Overall
Promotion
Salary
Work/life balance
Culture
Leadership
Good
It very hard to work with at your own car and expense but month end you earn R0 . It better to use what you had in your pocket that spending for nothing.Good thing is meeting different people daily and the staff is very nice and hands on .
Pros: Great opportunity to meet good people
Cons: Hours of work are in your hands
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Computer skills
It challenging job, meeting different people everyday,and Ive good relationship with my colleagues because we shared ideas on how to get business since we commission earners,it have challenge since no work no pay even you not okay you have to work because at the end of the day you need to get paid
Pros: None
Cons: Yes
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Lots of good things learnt
Since I've started working at Sanlam I learned how to work with other people and time management,our working hours would be 8am to 4am as field workers.. There a very good relationship that we built with my co workers because we would help each other on how to make sales and we would celebrate together when we have validated I learnt to build relationships with other people which comes with different attitude that must be tolerated friendly..I enjoy working with people very much and I first built relationship with them so that I can empathise with them.. However during this job what I never liked is when the month is not the same as other the fact that I would not get paid because of less business is very frustrating..
Pros: Great experience
Cons: Fair working hours
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Excellent communication skills:externally
Work was exciting as I got the chance to communicate with different clients from different backgrounds, learning different languages. I worked well with my team and main objective is to get the job done and assist each other in reaching the required target.
Pros: Opens doors for improvement
Cons: Long working hours
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Brilliant at operation and administration
Administration, making appointments, follow up on outstanding requirements. Do cold calling to set appointments. Meet with clients. Excellent relationship with colleagues, very supportive. I have completed my financial planning 1 as well as completing my Regulatory exams 5. Gained a lot of knowledge in respect of financial planning, working with clients. I enjoyed meeting new clients and new working environment. The most challenging is working for commission and the claw back policy.
Pros: Job satisfaction, personal growth
Cons: Commission based income
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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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Excellent learning curve
I provide exceptional administrative and clerical duties to Advisers. Where my responsibilities includes handling Clients, Prepare Quotations, Auto new Business, taking down messages, schedule meeting and appointments, receive and send e-mail, making follow-ups on business submitted, maintain reception area and answering phone calls.
Pros: Opportunities for promotion
Cons: Normal Working Hours
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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
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Excellent learning curve
I am well organised, detail orientated and able to prioritize effectively to manage conflicting demands in a fast paced work environment. I have strong analytical, research and time management skills and a very high degree of commitment to my work.
Pros: Self management
Cons: Long working hours
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Good experience
Great team work with my coworkers. I enjoy being the helping hand around the office and among staff. I have talent for problem solving. The greatest feeling is to know that i can be of help to everyone that needs meGreat team work with my coworkers. I enjoy being the helping hand around the office and among staff. I have talent for problem solving. The greatest feeling is to know that i can be of help to everyone that needs mePin copied text snippets to stop them expiring after 1 hourPin copied text snippets to stop them expiring after 1 hourSlide clips to delete themGreat team work with my coworkers. I enjoy being the helping hand around the office and among staff. I have talent for problem solving. The greatest feeling is to know that i can be of help to everyone that needs me
Pros: Great opportunity to grow skills
Cons: Long working hrs sometimes
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