Sales Support Assistant: SanlamConnect: Cape Region: GeorgeDate: 25 Oct 2024
Location: George, Western Cape, ZA
Who are we? SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all 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.
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.
Key ResponsibilitiesProvide 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 uptake of technology with intermediaries.What will make you successful in this role?Qualification and ExperienceA relevant tertiary qualification would be advantageous.Knowledge and SkillsA 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 QualitiesDrives Results.Flexibility and Adaptability.Plans and Aligns.Communicates Effectively.Action Oriented.Core CompetenciesCultivates innovation - Contributing independently.Customer focus - Contributing independently.Drives results - Contributing independently.Collaborates - Contributing independently.Being resilient - Contributing independently.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 applications is 08 November 2024.The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.Build 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 achieving great things. We pride ourselves on helping our employees to realize 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.
Our commitment to transformationThe Sanlam Group is committed to transformation and embracing diversity. Our employment equity plan and targets will be considered as part of the recruitment process. This commitment drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society, including people with disabilities.
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