Sales Support Assistant - Pretoria, South Africa - Sanlam

Sanlam

Verified Company

Pretoria, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

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?
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 quotations
Assist the intermediaries with the relevant product information
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
Providing limited after sales service What will make you successful in this role?

Qualification and Experience:

Grade 12 or equivalent qualification
A relevant tertiary qualification would be advantageous

Knowledge and Skills:

A minimum of 2 years relevant administrative experience within the financial services industry is preferred
Prior experience within a Broker or Advisor Services environment is preferred
Insurance product experience and knowledge of relevant quotation processes and systems is preferred

Personal Qualities:
Cultivates Innovation Client Centricity Drives Results
Collaborates
Flexibility and Adaptability
Plans and Aligns
Communicates Effectively
Action Oriented
Optimizes Work Processes
Treating Customer Fairly Turnaround time

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 four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.

Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity.

This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.

The Group's Employment Equity plan and targets will be considered as part of the selection process.