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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