Sanlam Job as Support Assistant 2026: Must Have Matric Qualification to Register
About Sanlam
Sanlam is a well-established leader in the financial services industry, widely recognized for its commitment to supporting communities throughout South Africa. The company provides a diverse range of accessible and affordable financial solutions designed to meet the needs of clients across different income levels, from entry-level to the middle market. Its offerings include funeral cover, life insurance, education savings plans, and personal accident protection, all aimed at delivering practical support and financial security.
Beyond offering financial products, Sanlam is dedicated to empowering individuals to build a stronger financial future. The company focuses on not only meeting immediate financial needs but also promoting long-term stability and resilience. By combining trusted expertise with a customer-focused approach, Sanlam helps clients confidently manage life’s uncertainties while working toward their personal and financial goals.
About the Sanlam Job as Support Assistant 2026
Sanlam is currently searching for well-capable candidates who need a credible employment opportunity as a qualified Support Assistant based in Umhlanga. The Sanlam Support Assistant role focuses on managing and processing all new business applications efficiently. The individual in this position is responsible for following up on outstanding requirements by coordinating with Sanlam sales support assistants and clients, ensuring that applications are completed and finalized as quickly as possible. Attention to detail and consistent communication are essential to keep the process running smoothly and without delays.
In addition, the role involves supporting client services and providing after-sales assistance to maintain strong customer relationships. By delivering timely and effective service, the Support Assistant helps enhance customer satisfaction, encourage long-term retention, and promote referrals, ultimately contributing to the organization’s overall success.
You will be required to perform the duties below:
- Prepare and finalize accurate quotations for clients
- Compile and complete financial needs analyses using correct information provided by advisers
- Ensure all new business application forms are accurately completed and properly processed
- Follow up on outstanding requirements with clients and sales support assistants, ensuring timely submission of all necessary documents
- Record detailed notes on the client management system and upload all relevant documentation for proper record keeping
- Process AltRisk applications as required, in accordance with Sanlam guidelines
- Produce accurate customer portfolio review documents and reports
- Regularly update and maintain client, insurance, and investment details within the customer management system
- Implement all switches or repurchases efficiently, including following up with fund managers
- Coordinate claims-related correspondence and monitor progress with life offices
- Log all client interactions in the customer management system
- Communicate and implement any updates to client details with the relevant fund managers and life offices
- Resolve customer issues promptly and efficiently, liaising with fund managers, life offices, and clients when necessary
- Support the maintenance and strengthening of existing client relationships with the company
- Draft wills for walk-in clients, ensuring they are properly signed, witnessed, and filed with Sanlam Trust, while providing clients with valid copies for safekeeping
General Duties as Support Assistant
- Process and manage new business applications accurately and efficiently
- Prepare quotations and financial needs analyses based on adviser input
- Follow up on outstanding requirements with clients and internal teams
- Capture and maintain accurate client records in the management system
- Provide administrative support, including document handling and filing
- Assist with client services and deliver after-sales support
- Coordinate communication between clients, advisers, and relevant stakeholders
- Handle claims correspondence and track progress with service providers
- Update and maintain client, insurance, and investment information
- Support the implementation of transactions such as switches or repurchases
- Resolve client queries and issues in a timely and professional manner
- Maintain strong client relationships to support retention and referrals
- Ensure compliance with company policies and procedures
- Perform general office and administrative duties as required
Eligibility Criteria
Believe you’re a strong match for the Sanlam Support Assistant role? Don’t delay—submit your application as soon as possible to stay ahead in the process. Acting early can help ensure your place is secured before positions fill up. Before applying, take some time to carefully review the eligibility criteria for the program. These requirements are essential in determining whether you align with what the role demands. Go through the list below and compare it with your own qualifications and experience.
The Sanlam Job as Support Assistant Eligibility Criteria are as follows:
1. Basic Qualifications
- Obtain a Matric qualification
- Gain at least two years of experience in a similar environment
- Use Microsoft Office tools (Excel, Word, PowerPoint) and Outlook effectively
- Develop working knowledge of Sanfin and Sanport systems
- Adopt a service-driven and customer-oriented approach
- Build strong relationships naturally with clients and colleagues
- Act proactively and maintain a high level of energy in your work
- Stay motivated to achieve goals and meet targets
- Communicate confidently and interact effectively in social and professional settings.
2. Personal Attributes
- Cultivate innovation by generating and applying new ideas
- Prioritize client centricity by focusing on customer needs and satisfaction
- Drive results by consistently meeting and exceeding performance goals
- Collaborate effectively with team members and stakeholders
- Adapt quickly and remain flexible in changing situations
- Plan strategically and align tasks with organizational objectives
- Communicate clearly and effectively in all interactions
- Apply strong business insight to understand and support organizational goals
- Optimize work processes to improve efficiency and productivity
- Make high-quality decisions based on sound judgment and information
- Treat customers fairly and uphold ethical standards in all dealings.
Application Instructions
Apply online: Sanlam Job as Support Assistant 2026.
- Use Google Chrome to ensure the best experience when accessing the website
- Create an account on the application portal in order to submit your application, as it will be required throughout the registration process
- Keep your account secure by maintaining the confidentiality of your information, especially your password, and do not share it with others
- Attach all required documents to your application, as missing any may result in automatic disqualification
- Save time by signing up באמצעות LinkedIn, which allows you to skip creating a new account
- Provide accurate and truthful information in your application, as it will be carefully reviewed and any false details may cause issues
- Grant permission for the use of your personal information for registration purposes by submitting your application
- Submit your application only through the specified website, as submissions via hand delivery, fax, or other methods will not be accepted
Closing Date
Applications for the Sanlam Job as Support Assistant must be submitted before the closing date on 30 April 2026.
