Sanlam Life Ltd is one of the top financial services providers in the South African market.
Were all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.
Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique and want to inspire you to realise this worth.
This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.
What will you do?
The successful candidate will check that all advice documentation received from the intermediary is accurately completed and signed. The position is based in the Distribution Sales Support business at the regional office in Lynnwood, Pretoria.
- Manage the process of receiving medical requirements and arranging medical appointments
- Administration support to Sales Support Assistants and Sanlam Intermediaries
- Co-ordinate payments for medical
- Manage the process of receiving medical requirements and arranging medical appointments
- Provide ongoing feedback regarding appointments and medicals outstanding to intermediaries and SSA's
- Liaise with Liaison Underwriters where necessary
- Liaise with client to arrange medical appointment
- Liaise with medical service providers to arrange appointment and emailing of medical requirement, including NOW/DOW
- Progress feedback to stakeholders
- Updating of systems with updates
Qualifications And Experience
- Grade 12
- Minimum 12 months administration experience or experience in a similar position
- Knowledge of document management processes
- Knowledge of FAIS and FICA is preferred
- Computer Literacy and experience in MS Office
- Knowledge of Sanlam office systems and processes
- Working knowledge and application of Jistel, Internet, On Demand, Microsoft Outlook and other Microsoft programmes will be an advantage
- Understanding of the Financial services environment
- General knowledge of the Distribution environment
- Knowledge and understanding of remuneration administration process
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability (being resilient)
- Communicates effectively
- Plans and aligns
- Action oriented
- Optimises work processes
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. The closing date for applications is 04 September 2023.
The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.
Build a successful career with us
Were 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.
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.
