Website Sanlam
We’re a purpose-led financial services group headquartered in South Africa, operating across several selected global markets. With a legacy of over a century in the financial services industry, we offer a unique environment where innovation thrives and opportunities abound. Whether you're passionate about finance, technology, or making a difference in your community, Sanlam welcomes you to explore the endless possibilities that await, backed by our consistent recognition as a Top Employer for 9 consecutive years.
About the job
Who are we?
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.
What will you do?
Render administrative support to Business in the Sanlam Direct environment.
- Processing Documents
- General Administrative and Office tasks
- Assisting with Support functions
- Additional Learning
- Financial Calculations
- Data interpretation
- SAP Administration for training & SDL
- Short term support
- Transunion Checks done and delivered while consultants are on the phone;
- Welcome Calls/Retention Calls
- NTU assistance and tracking
- Quality/Underwriting Trend collation and feedback;
- External Lead Updates and feedback collation
What will make you successful in this role?
Qualifications
- Grade 12
- Experience within SDC Contact centre will be to your advantage
Knowledge & Experience
- Good verbal and written communication skills
- Computer Literacy
Core Competencies
Being resilient – Contributing dependently
Collaborates – Contributing dependently
Cultivates innovation – Contributing dependently
Customer focus – Contributing dependently
Drives results – Contributing dependently
Personal Attributes
Communicates effectively – Contributing dependently
Demonstrates self-awareness – Contributing dependently
Plans and aligns – Contributing dependently
Optimises work processes – Contributing dependently
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
