Sunday , December 10 2023

Sanlam Careers Bloemfontein – Sales Support Assistant

Website Sanlam

Job Description:

Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly.

Job Responsibilities:

  • Process and monitor new business submitted
  • Assist the intermediaries with the relevant product information
  • Monitor and report on relevant sales information to intermediaries/management
  • Provide sales and administration support to intermediaries, including quotations
  • Support initiatives to increase the take up of technology with intermediaries
  • Providing limited after sales service

Job Requirements:

  • Plans and Aligns
  • Communicates Effectively
  • Cultivates Innovation
  • Collaborates
  • Client Centricity
  • Flexibility and Adaptability
  • Drives Results

Qualification & Experience:

  • A relevant tertiary qualification would be advantageous
  • Prior experience within a Broker or Advisor Services environment is preferred
  • Grade 12 or equivalent qualification
  • A minimum of 2 years relevant administrative experience within the financial services industry is preferred
  • Insurance product experience and knowledge of relevant quotation processes and systems is preferred

Job Details:

Company: Sanlam

Vacancy Type:  Full Time

Job Location: Bloemfontein, Free State, SA

Application Deadline: N/A

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