Sales Support Assistant: Ra: Sci: Cape Region
4 days ago
Who are we?
Sanlam is a business that focuses on the middle and affluent market. We are dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet 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 What will you do?
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.
- Provide 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 take up of technology with intermediaries
- Providing limited after sales service What will make you successful in this role?
Qualification & experience
- Grade 12 or equivalent qualification
- A relevant tertiary qualification would be advantageous
Knowledge and skills
- A 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 qualities
- Cultivates Innovation
- Client Centricity
- Drives Results
- Collaborates
- Flexibility and Adaptability
- Plans and Aligns
- Communicates Effectively
- Action Oriented
- Optimizes Work Processes
- Treating Customers Fairly Personal Attributes Plans and aligns - Contributing independently Communicates effectively - Contributing independently Action orientated - Contributing independently Optimises work processes - 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 four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development. Core Competencies Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Collaborates - Contributing independently Being resilient - Contributing independently Turnaround time
Our aim is to help you 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 business clusters - Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office - the group provides many opportunities for growth and development. Our commitment to transformation
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.
-
Marketing Support Assistant: Ra: Sci: Cape Region
7 months ago
Bellville, South Africa Sanlam Full timeWho are we? Sanlam is a business that focuses on the middle and affluent market. We are dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all...
-
Personal Assistant to Rgm: Ra Sci Cape Region
7 months ago
Bellville, South Africa Sanlam Full time**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. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We...
-
Intermediary Support Assistant: Retention: Ra: Sci:
7 months ago
Bellville, South Africa Sanlam Full timeWho are we? Sanlam is a business that focuses on the middle and affluent market. We are dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all...
-
Sales Consultant: Ra Sci Cape Region
6 months ago
Bellville, South Africa Sanlam Full time**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. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We...
-
Regional Support Manager: Ra Sanlamconnect
7 months ago
Bellville, South Africa Sanlam Full time**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. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We...
-
Regional Support Manager: Ra Sanlamconnect
7 months ago
Bellville, South Africa Sanlam Full time**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. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We...
-
Bellville, South Africa Sanlam Full timeWho are we? Sanlam is a business that focuses on the middle and affluent market. We are dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all...
-
Bellville, South Africa Sanlam Group Full timeJob title : Broker Consultant: RA SanlamConnect Intermediaries Cape Region (Bellville) (PG 9/10) Job Location : Western Cape, Bellville Deadline : December 11, 2024 Quick Recommended Links Jobs by Location Job by industries What will you do? This role will report to the Business Manager Your primary focus will be to work with brokers...
-
Regional General Manager: Ra Sanlamconnect
7 months ago
Bellville, South Africa Sanlam Full time**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. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We...
-
Regional Marketing Manager: Ra Sanlamconnect
7 months ago
Bellville, South Africa Sanlam Full time**Who are we?** Sanlam is a business that focuses on the middle and affluent market. We are dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all...
-
Assistant Accountant
7 months ago
Bellville, South Africa CA Support Full timeASSISTANT ACCOUNTANT Our client is an internationally recognised grower, packer and exporter of citrus and grapes. The various farms and packhouses are situated across the Western Cape. The company has a vacancy for an **Assistant Accountant** in Bellville. **RESPONSIBILITIES**: - Setup and maintaining financial master files used for liquidations. -...
-
Bellville, South Africa Sanlam Full timeWho are we? Sanlam is a business that focuses on the middle and affluent market. We are dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all...
-
Personal Assistant: Ra Sanlamconnect Intermediaries
7 months ago
Bellville, South Africa Sanlam Full time**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. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We...
-
Bellville, South Africa Cullinan Holdings Full timePentravel, a division of Cullinan Holdings, is looking for a Cape Town based On-boarding and Development Coach. This role is integral to the success of our Cape Region, and you will be responsible for all our brand new Cape consultants by coaching and developing them, as well as ensuring their on-boarding process is completed successfully. Your key...
-
Regulatory Specialist
7 months ago
Bellville, South Africa Sanlam Full timeWho we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. **We take particular pride in**: - Sanlam’s longevity and innovation -...
-
Ecommerce Sales Assistant
24 hours ago
Bellville, South Africa Tafelberg Furniture Stores Full time**Ecommerce Sales Assistant** We are currently seeking to employ an experienced Ecommerce Sales Assistant. **Responsibilities**: - Ensure customer orders are fulfilled in a timely, precise manner and properly recorded as per policy. - Maintain eCommerce customer relationships by helping to process client quotations and transactions. - Adhere to all...
-
Hybrid Sales Consultant: Ra Sanlamconnect
7 months ago
Bellville, South Africa Sanlam Full time**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. We have approximately 2,000 tied advisers and 2,000 supporting independent Advisors, all dedicated to meet the financial needs of our clients. Our vision: We...
-
Regional Manager: Short-term Insurance Bellville
24 hours ago
Bellville, South Africa PSG Wealth Financial Planning (Pty) Ltd Full time**PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.** **Job description**: The Regional...
-
Personal Assistant: Ebm: Ra: Sanlamconnect
7 months ago
Bellville, South Africa Sanlam Full timeWho 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. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We...
-
Sales Consultant
7 months ago
Bellville, South Africa CA Support Full timeA leading kitchen & cupboard manufacturing company committed to delivering exceptional design services seeks an experienced **Sales Consultant** to join their team. **Responsibilities**: - Discussing project requirements with clients - Prepare designs and specifications for Design Team - Management of customer quotes, contracts, payments - Meeting sales...