South Africa Job Openings

Sanlam

New Business Helpdesk Consultant - Life Investments

FULL TIME

November 5, 2024

Who are we?
The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.
Job purpose
The New Business Helpdesk consultant is responsible for the servicing of client’s needs and requirements. This includes the immediate resolution of enquiries and to ensure accurate and efficient processing of transactions as requested by the sales offices through their communication.
Key Outcomes

The following outcomes will be expected to be achieved by the New Business Helpdesk Consultant (Life Team):
  • Ensuring that the highest level of client service is provided to all clients
  • Communicate Business requirements clearly and accurately.
  • Provide relevant information in an appropriate manner.
  • Communicate to role-players to ensure accurate and efficient processing of transactions as requested by the sales offices.
Qualifications and experience
  • Matric / Grade 12
  • One-year experience in finance or investment industry advantageous
  • Good communication skills in English and Afrikaans
Competencies
  • Collaboration
  • Being Resilient
  • Driving Results
  • Cultivates Innovation
  • Customer Focus
  • Attention to Detail
  • Accuracy
  • Flexibility (overtime)
  • Ownership
  • Strong verbal and written communication skills (English and Afrikaans)
Attributes
  • Honesty, integrity and respect
  • Positive enthusiastic can-do attitude
  • Ability to work under pressure
  • Ability to co-operate and thrive both within an independent and team environment
Our commitment to transformation
Closing Date: 12 November 2024

Glacier is committed to excellence and striving towards Employment Equity.
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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