Job Description

Sanlam, is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,400 tied advisors and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. 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 EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUSWhat will you do?This is a 12-month contract position allowing the incumbent to gain relevant work experience in the financial services industry. The individual will be exposed to training and office administration whilst being part of an administrative team at Sanlam Personal Finance.Provide administration support to intermediariesProvide quotations and sales support to the intermediaries/ consultantsProvide after sales services supportProcess and monitor new business issuedAssists the intermediaries with the relevant product informationMonitor outstanding premiumsWhat will make you successful in this role?Qualification & experienceGrade 12 or equivalentBusiness related National Diploma or Degree (Insurance / Risk Management, Finance, Business Management, Economics and or Accounting)Preferably no or very limited previous working experienceKnowledge and skillsTo be successful you will need to demonstrate good experience in:Successful candidate should be unemployedKnowledge of and experience in MS OfficeCompetencies:Cultivates innovationClient centricityResults drivenCollaborationFlexibility and adaptabilityCommunicates effectivelyPlans and alignsAction orientedTreating customers fairlyPlease note: Your application will not be deemed complete without all required documents being submitted. Please submit a copy of your ID, matric certificate and qualification certificate.Personal AttributesPlans and aligns - Contributing independentlyCommunicates effectively - Contributing independentlyAction orientated - Contributing independentlyOptimises work processes - Contributing independentlyBuild a successful career with usWe’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.Core CompetenciesCultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyCollaborates - Contributing independently