New Business Helpdesk Consultant - Life InvestmentsLocation: Tygervalley, Western Cape, ZA
Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.
The New Business Helpdesk consultant is responsible for the servicing of client's needs and requirements. This includes the immediate resolution of enquiries and to ensure accurate and efficient processing of transactions as requested by the sales offices through their communication.
Key OutcomesThe following outcomes will be expected to be achieved by the New Business Helpdesk Consultant (Life Team):
Ensuring that the highest level of client service is provided to all clientsCommunicate Business requirements clearly and accurately.Provide relevant information in an appropriate manner.Communicate to role-players to ensure accurate and efficient processing of transactions as requested by the sales offices.Qualifications and experienceMatric / Grade 12One-year experience in finance or investment industry advantageousGood communication skills in English and AfrikaansDriving ResultsCustomer FocusAttention to DetailAccuracyFlexibility (overtime)OwnershipStrong verbal and written communication skills (English and Afrikaans)AttributesHonesty, integrity and respectAbility to work under pressureAbility to co-operate and thrive both within an independent and team environmentOur commitment to transformationClosing Date: 12 November 2024
Glacier is committed to excellence and striving towards Employment Equity. 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.
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