Job Description

SanlamConnect 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 well 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. 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 PROSPEROUS.What will you do?This is an administrative support position that reports directly to an Operations Manager in the region. The SSA role is there to render sales support and administration to Sanlam intermediaries and regional sales management.Provide sales and administration support to intermediaries, including quotationsAssist the intermediaries with the relevant product informationProcess and monitor new business submittedMonitor and report on relevant sales information to intermediaries/managementSupport initiatives to increase the take up of technology with intermediaries • Providing limited after sales service