Job 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?Render administrative support to Business in the Sanlam Direct environment.1. Processing Documents
2. General Administrative and Office tasks
3. Assisting with Support functions
4. Additional Learningo Financial Calculations
o Data interpretation5. SAP Administration for training & SDL
6. Short term supporto Transunion Checks done and delivered while consultants are on the phone;
o Welcome Calls/Retention Calls
o NTU assistance and tracking
o Quality/Underwriting Trend collation and feedback;
o External Lead Updates and feedback collationWhat will make you successful in this role?Qualifications:o Grade 12
o Experience within SDC Contact centre will be to your advantageKnowledge & Experience:o Good verbal and written communication skills
o Computer LiteracyCore CompetenciesBeing resilient - Contributing dependentlyCollaborates - Contributing dependentlyCultivates innovation - Contributing dependentlyCustomer focus - Contributing dependentlyDrives results - Contributing dependentlyPersonal AttributesCommunicates effectively - Contributing dependentlyDemonstrates self-awareness - Contributing dependentlyPlans and aligns - Contributing dependentlyOptimises work processes - Contributing dependentlyBuild 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.Turnaround timeThe 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.The closing date for all applications is Friday 29th March 2024.Our commitment to transformationThe 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.

Sanlam