Intermediary Support Assistant: Retentions

3 months ago

Umhlanga, South Africa Sanlam Full time

SanlamConnect, 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 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 ISA 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

Turnaround time
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 - SanlamConnect, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office - the group provides many opportunities for growth and development.
The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what 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 as well as people with disabilities.

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