Sanlam Careers – Sales Support Assistant

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. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. Ultimately we grow and protect wealth.

Job Responsibilities:

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

Job Requirements:

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

Qualification & Experience:

• A relevant tertiary qualification would be advantageous
• 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
• Prior experience within a Broker or Advisor Services environment is preferred
• Grade 12 or equivalent qualification

Job Details:

Company: Sanlam

Vacancy Type:  Full Time

Job Location: Boksburg, Gauteng, SA

Application Deadline: N/A