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Short-term Insurance Sales Consultant: Sanlam Direct Cape (PG 7)
Sanlam —Bellville, Western Cape
Personal Lines NQF Level 4 and or 30 FAIS Credits with certificate – Requirement (Short-term Insurance). Selling Insurance (car and household) telephonically.

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

Sanlam - Bellville, Western Cape

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Job Details

Permanent

Full Job Description

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 we 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.

What will you do?

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

What will make you successful in this role?

Qualification & experience

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

Knowledge and skills

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

Personal qualities

Selling skills
Computer literacy
Communication
Planning and organising
Building and maintaining relationships
Treating Customers Fairly
Initiative
Results Driven/Achievement orientated
Continuous

Core Competencies

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

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 Friday, 13th September 2024.

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 1st NOVEMBER 2024 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.

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pg group jobs in southern suburbs, western cape

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

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