SANLAM CAREERS – Welcome to targe.online

4. Client Service

Ensure all client interactions are ethical, courteous and professional.
Follow-up or refer all existing business queries to be resolved timeously through Ã¢â¬Ëback-officeÃ¢â¬â¢ support.
Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
Initiate long term client relationships and maintain a relational focus.

5. Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

Number and profile of contacts, appointments, consultations.
Issued business and revenue against targets.
Update client details on records.
Appropriate workflow and activity monitor system entries.

Qualification and Experience

Grade 12

Financial Advisory and Intermediary Services Act (FAIS) “Fit and Proper” requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

Knowledge and Skills

Financial advice and support

Production target achievement and budgeting

Compliance and risk management

Client relationship management

Financial planning and recommendations

Personal Attributes

Communicates effectively – Contributing independently

Tech savvy – Contributing independently

Action orientated – Contributing independently

Interpersonal savvy – Contributing independently

Persuades – Contributing independently

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.

Core Competencies

Collaborates – Contributing independently

Being resilient – Contributing independently

Drives results – Contributing independently

Cultivates innovation – Contributing independently

Customer focus – Contributing independently

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.

Our commitment to transformation

Submit CV’s At Sanlam

Drivers (×6)

Cleaners (×48)

Port worker (×15)

Receptionist (×3)

Security (×50)

Salary starting point (R7000_R17000) after deduction

Must be available immediately

Apply here: application process

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.