Sales Support Assistant Role at SanlamConnect East Coast

The Sales Support Assistant at SanlamConnect East Coast plays a crucial administrative role, providing essential support to intermediaries and regional sales management. This position is integral to ensuring smooth sales operations and fostering strong client relationships within the financial services sector. The successful candidate will contribute to Sanlam's vision of empowering clients with accessible and suitable financial solutions, working within a dynamic and client-centric environment. This role offers an excellent opportunity to develop administrative and sales support skills within a leading South African financial institution, contributing directly to the company's growth and client satisfaction.

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, but also directly. With approximately 2,000 tied advisers and 2,000 supporting independent brokers, SanlamConnect is committed to meeting the financial needs of its clients. The vision is to be the best at building enduring relationships by connecting clients with Sanlam, creating sustainable value by attracting new clients, supporting ongoing client engagement, and providing adaptive solutions designed to answer life's financial questions. Ultimately, Sanlam aims to empower people to be financially confident, secure, and prosperous, making a tangible difference in their lives.

Key Responsibilities

• Provide comprehensive sales and administration support to intermediaries, including the generation of quotations and processing of new business applications.
• Assist intermediaries with accurate and relevant product information, ensuring they are well-equipped to serve clients effectively.
• Process and meticulously monitor new business submissions, ensuring compliance with regulatory standards and internal policies, and maintaining efficiency.
• Monitor and report on key sales information to both intermediaries and regional management, aiding strategic decision-making and performance tracking.
• Actively support initiatives aimed at increasing the adoption and effective use of technology among intermediaries, enhancing operational efficiency.
• Provide limited after-sales service, addressing client queries and ensuring satisfaction, thereby contributing to client retention.
• Collaborate with various internal departments to streamline processes and enhance overall service delivery, fostering a cohesive work environment.
• Maintain accurate records and databases, ensuring data integrity and accessibility for reporting and auditing purposes.
• Contribute to a positive team environment, supporting colleagues and fostering a culture of collaboration and excellence within the SanlamConnect team.

Why Join the Company

Joining Sanlam means becoming part of a reputable and established financial services group committed to empowering individuals and businesses across South Africa. Sanlam offers a supportive work environment where professional growth and development are highly valued. Employees benefit from opportunities to enhance their skills, gain invaluable experience in the financial sector, and contribute to a company with a strong client-centric vision. Sanlam fosters a culture of innovation, collaboration, and adaptability, encouraging employees to drive results and communicate effectively. The company is dedicated to treating customers fairly and optimizing work processes, ensuring a rewarding career path for dedicated professionals who seek to make a meaningful impact in the financial industry.

How to Apply

Please apply using the Quick Apply button on this page.

* Salary is estimated based on market research and may not be accurate.

• Grade 12 or equivalent qualification
• A relevant tertiary qualification would be advantageous
• 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