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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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Job Purpose
- We have an exciting opportunity for a Learning and Development Consultant to join our Learning and Development team. The Learning and Development Consultant will contribute to the high standard of development and growth of Glacier employees by designing, developing and implementing blended learning solutions and applying best-practice methodologies, practices and standards.
Job Purpose
The following outcomes will be expected to be achieved by the Learning and Development Consultant:
- Liaise with different stakeholders to ascertain the different training needs of the business;
- To develop, compile and maintain training manuals, records and support materials as needs arise, ensuring that material remains current and relevant;
- To create, schedule and deliver training programmes focused on adult learning methods and based on employee needs, business priorities and best practice that are suitable to Hybrid working environment.
- Monitor and evaluate the effectiveness of training by deploying measurement and feedback tools that track outcomes and ensure alignment of objectives as well as to assess employees;
- Develop training plan that clearly shows training initiatives
- Make use of online e-learning tools for training purposes
- Provide feedback on learning to managers and employees;
- To provide technical support and expertise through query resolution in support of the business in overall development of employees;
- Adhere to organisational best practices and legislative requirements (Skills Development Act, Employment Equity Act);
- Build and maintain relationships with relevant departments to ensure sufficient knowledge of related Glacier products, processes, legislations and regulatory frameworks;
- Provide an efficient and effective coaching to staff;
Qualifications and experience
- 5+ year’s relevant business experience and product knowledge within a LISP
- 5+ year’s experience in development of learning material and facilitating of training interventions
- Higher Certificate in Occupational Directed Education as Training Practitioner (NQF L5) would be advantageous
- Knowledge of legislation i.e. FICA, FAIS, FATCA, OECD and PDD
- 3+ E-learning development experience with use of tools such as Articulate Storyline, Canva etc.
- Previous or current training related experience in a Client Services environment
Competencies
- Client Focus: strive to build strong client relationships and deliver client centric solutions
- Cultivates innovation: looking at creating new and better ways for the organisation to be successful
- Collaborates: building partnerships and working collaboratively and inclusively with others to meet shared objectives
- Drives results: consistently achieve results, with an entrepreneurial mind-set and a strong commercial focus, even under tough circumstances
- Being Resilient: flexibility and adaptability you will rebound from setbacks and adversity when facing difficult situations
- Excellent problem solving and analysis skills
- Excellent communication skills, both written and verbal
- Information Monitoring
- Ability to perform well under pressure
- Attention to detail
Attributes
- Honesty, integrity and respect
- Proactive
- Thoroughness
- Self-motivated
- Professional manner
- Positive, enthusiastic attitude
- A challenging and enquiring mind
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client’s portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through 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.
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
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client’s portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through 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.
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
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client’s portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through 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.
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
go to method of application »
What will you do?
Managing Director:
This role will assist in playing a pivotal role in setting up the Guernsey office as part of the international strategy. Some of these responsibilities will include:
- The efficient and effective operations of the business.
- Ensuring adherence to all applicable regulatory requirements; and
- Managing annual operating expenditure of the business according to the annual budget.
- Acting as an executive director of the business, including the preparation for and attendance of quarterly board meetings.
Wealth Management:
- Managing client investment portfolios.
- Portfolio construction.
- Building an asset base / business development.
- Maintaining client relationships.
- Aligning individual client portfolios with model portfolios.
- Monitoring individual portfolios and dealing with market movements and research.
- Obtaining client’s instructions with regards to corporate actions.
- Completion of new client mandates.
- Leveraging your own network and the broader Sanlam pan-African group network, to build a book of your own private and institutional clients.
- Maintaining key relationships; and
- You will be required to undertake quarterly travel.
Qualification and experience
- Minimum of 10 years relevant experience in the investment management industry (preferably with an established client base).
- Knowledge and experience in the management of equities, multi-asset class portfolios, portfolio construction and understanding trade-offs in risk and return.
- Relevant post graduate degree and professional qualification; and
- Prior experience in establishing an early-stage business in the financial services sector an advantage.
Personal qualities
- Sound business acumen
- Networking and relationship builder
- Strong numerical orientation
- Highly organized with a high level of customer focus
- Accurate and detail orientated
- Excellent listening, communication and interpersonal skills
- Ability to motivate and build a team
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client’s portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through 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.
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
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client’s portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through 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.
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
go to method of application »
What will you do?
- The ideal candidate will be responsible for marketing Sanlam’s solutions to a vested portfolio of advisers, devising strategies and campaigns to grow the advisers business thereby assisting in meeting the required sales targets.
- Support Financial Advisers in:
- Rendering ongoing technical advice and support
- Partnering with Financial Advisers to reach production targets
- Sourcing for business opportunities in advisers practice.
- Managing and support Leads and campaigns
- Assisting and liaising with New Business and underwriting to facilitate the issuing of business
- Assisting with the processing of claims, replacements and quotations
- Assisting with Comparative competitor quotes.
- With regards Compliance ensure that:
- the different tools are understood and utilised by the Financial Advisers
- The Financial Adviser is aware of the importance of compliance and implications for the practices for noncompliance.
- Monitor and flag any suspect or risky business with the Business Manager.
- Support projects and focus activities of the Business Manager that seek to drive production.
- Networking with other stakeholders in the sales/support process.
What will make you successful in this role?
- Must be comfortable working in a target driven, competitive, sales orientated environment
- Service and customer orientated
- Natural relationship builder
- Pro-active, self-starter and energetic
- Goal and target motivated
- Sales and marketing orientation
- Socially confident and skilled to communicate well
- Willingness to travel
Qualification & experience
- RFP1, 2 or 3 or alternately Wealth Management 1, 2 or 3
- An industry related qualification would be advantageous
- Regulatory Exam would be advantageous
- CFP would be advantageous
- Minimum 2 years’ experience in a Marketing and sales environment
- Thorough understanding of agency distribution model and supporting processing requirements would be advantageous
Knowledge and skills
- MS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUB
- Valid driver’s licence
- Own reliable motor vehicle
- Business Management
- Financial Services Industry Knowledge
- Financial Services Product Knowledge (Sanlam and competitors)
- Relevant regulatory legislation and compliance knowledge
- Basic legal technical knowledge
- Marketing principles
- Sales process and steps
- Training/coaching others
- Solid administration skills
Personal qualities
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Business insights
- Decision quality
- Action Oriented
- Plans and aligns
- Treating Customers Fairly
go to method of application »
What will you do?
- Gauteng North Region is offering young graduates an opportunity to enter the Financial Services Industry to be trained as Trainee Sales Consultant. We are looking for fresh talent and therefore a Graduate Internship for a Trainee Sales Consultant is available for unemployed graduates seeking experience from established individuals in the Financial Services industry for a period of 12 months. The Graduate Internship program is just one of the ways that Sanlam contributes to the development of talent in South Africa.
Output/Core Tasks:
Your success will come from:
- Provide administration support to Enterprise Business Manager
- Run lead projects with the Sales Consultant (SC) by managing and sourcing leads from DCI and Book reports
- Provide Sales Consultants with support and assistance
- Drive sales and business building activities with advisors
- Build sound partnering relationships
- Assist advisors with the relevant product information
What will make you successful in this role?
- The successful candidates will be part of a development program. The program is structured over a 12 month period and will guide the candidate through a process of training, mentorship, on- the- job coaching and focused business exposure within a dynamic and fast paced environment in order to groom and prepare the candidate for the position.
Qualification & experience:
- Grade 12 or equivalent
- Completed Business-related National Diploma or Degree (Preferably Marketing/Finance)
- Candidates should be unemployed, with no or very limited previous work experience
- Communicate effectively in English
Knowledge and Skills:
- To be successful you will need to demonstrate good experience in:
- Successful candidate should be unemployed
- Knowledge of and experience in MS Office
Competencies:
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Communicates effectively
- Plans and aligns
- Action oriented
- Treating customers fairly
go to method of application »
What will you do?
- This in an internship for graduates who require work experience in order to gain a professional qualification or unemployed graduates who require work experience to become more marketable.
Output/Core Tasks:
- This is a 12 month contract position allowing the incumbent to gain relevant work experience in the financial services industry. The individual will be exposed to training and office administration whilst being part of an administrative team at Sanlam Personal Finance.
- Provide administration support to Management Team
- Provide support to the Financial Advisers and or Brokers
- Co-ordinate and manage events
- Monitor new business received
- Monitor outstanding premiums
- Account Payments
What will make you successful in this role?
Qualification & experience
- Grade 12 or equivalent
- Business related National Diploma or Degree (Marketing, Legal, Financial Planning, Human Resources)
- Preferably no or very limited previous working experience
Knowledge and skills
- To be successful you will need to demonstrate good experience in:
- Successful candidate should be unemployed
- Knowledge of and experience in MS Office
Personal qualities
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Communicates effectively
- Plans and aligns
- Action oriented
- Treating customers fairly
go to method of application »
What will you do?
- This in an internship for graduates who require work experience in order to gain a professional qualification or unemployed graduates who require work experience to become more marketable.
Output/Core Tasks:
- This is a 12 month contract position allowing the incumbent to gain relevant work experience in the financial services industry. The individual will be exposed to training and office administration whilst being part of an administrative team at Sanlam Personal Finance.
- Provide administration support to Management Team
- Provide support to the Financial Advisers and or Brokers
- Co-ordinate and manage events
- Monitor new business received
- Monitor outstanding premiums
- Account Payments
What will make you successful in this role?
Qualification & experience
- Grade 12 or equivalent
- Business related National Diploma or Degree (Marketing, Legal, Financial Planning, Human Resources)
- Preferably no or very limited previous working experience
Knowledge and skills
- To be successful you will need to demonstrate good experience in:
- Successful candidate should be unemployed
- Knowledge of and experience in MS Office
Personal qualities
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Communicates effectively
- Plans and aligns
- Action oriented
- Treating customers fairly
Method of Application
Use the link(s) below to apply on company website.
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Gmail
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