Short-term Insurance Sales Consultant: Sanlam Direct Cape (PG 7)

Short-term Insurance Sales Consultant: Sanlam Direct Cape (PG 7)

Date: 4 Mar 2025

Location: Bellville, Western Cape, ZA

Who are we?

Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. 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.

Responsibilities

1. Selling Insurance (car and household) telephonically
2. Achievement of sales targets and objectives
3. Adherence to Quality and Compliance processes to minimize business risk
4. Manage your quality & compliance against benchmarks to minimize business risk, with the client in mind
5. Maintain optimal operational efficiencies based on productivity measures
6. Adapt and change to fit in with changing business operational requirements
7. Resolve complaints and objections
8. Build and maintain good client relationships
9. Managing information regarding new products, rate changes, rulings, training updates etc.
10. Keep abreast of developments and trends in the Industry – self learning
11. Ensure commitment to the FAIS Fit & Proper qualification requirements

What will make you successful in this role?

Qualification & experience

1. Grade 12 qualification
2. At least 1 and a half years’ experience within a Sales Outbound Call Centre, or at least 2 years’ face to face sales experience (with targets attached to the sales)
3. Financial services experience (advantageous)
4. RE Exam Advantageous
5. Personal Lines NQF Level 4 and or 30 FAIS Credits with certificate – Requirement (Short-term Insurance)

Knowledge and skills

1. Good understanding of Financial Services Industry related legislation and regulation
2. Understanding of sales processes and servicing industry
3. Outbound Sales experience is required
4. Fluency in English and one other South African official language
5. A clear criminal and credit record
6. Commitment to the FAIS Act and meeting Fit & Proper qualification requirements
7. Willingness to work overtime.

Core Competencies

1. Cultivates innovation - Contributing independently
2. Customer focus - Contributing independently
3. Drives results - Contributing independently
4. Collaborates - Contributing independently
5. Being resilient - 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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

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.

The closing date for all applications is Wednesday, March 2025.

Please ensure that your CV attached to your application is an updated version of your entire working career to date.

We are looking for Sales Consultants within the SHORT-TERM environment to start by the 1 April 2025 and 1 May 2025 and the next phase of the recruiting process, if you are successfully shortlisted, is a telephonic pre-screen interview.

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.