Who are we? SPF Distribution, 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 and intermediaries. 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 grow and protect wealth What will you do? Support new business transactions by providing key administrative processes to the Broker Consultants and / or Broker in order to reach aggressive sales targets in a competitive market.
Ensure compliance to administrative process requirements. New business transactions i.e. quotations, policy adjustments, tax clearances, tariff codes, problem solving.
Sales support, i.e. liaise with product providers, update client information e.g. medical data, inform clients of claims, outstanding debit orders, ensure client retention by providing Broker Consultant with premium warnings, notices of policies to expire, feedback on sales competitions.
What will make you successful in this role? This in an internship for graduates who require work experience in order to gain a professional qualification or unemployed graduates who require work experience to become more marketable.
Output / Core Tasks : This is a 12 month contract position allowing the incumbent to gain relevant work experience in the financial services industry.
The individual will be exposed to training and office administration whilst being part of an administrative team at Sanlam Personal Finance.
Provide administration support to Management Team Provide support to the Financial Advisers Co-ordinate and manage events Monitor new business received Monitor outstanding premiums Account Payments B usiness related National Diploma or Degree (Marketing, Legal, Financial Planning, Human Resources) Qualification and Experience Grade 12 with 2 to 4 years related experience.
Knowledge and Skills New Business processing Receive requests for and generation of quotations Undertake ongoing conservation activities and monitoring Existing Business processing and reporting Marketing, liaison and relationship building Personal Attributes Plans and aligns - Contributing independently Communicates effectively - Contributing independently Action orientated - Contributing independently Optimises work processes - Contributing independently Build a successful career with us 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 Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office the group provides many opportunities for growth and development.
Core Competencies Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Collaborates - Contributing independently Being resilient - Contributing independently Turnaround time 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. Our commitment to transformation 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.