South Africa Job Openings

Sanlam

Gap Cover Consultant: Sanlam Direct Cape (PG 6)

Bellville

FULL TIME

August 30, 2024

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?

Perform outbound dialing on specified campaigns as contracted
Handle online applications received via the website
Contact interested clients and present the product to the client
Achieve contracted performance targets
Submit applications for fulfillment
Maximize business opportunities
Quality delivery /Recorded customer information
Ensuring ongoing business relationships with clients

What will make you successful in this role?

Qualification & experience

Grade 12 qualification
2 years inbound/outbound experience in a call centre environment
1 year medical aid gap cover experience advantageous
Clear criminal and credit record

Knowledge and skills

Good understanding of Financial Services Industry related legislation and regulation
Fluent in both English and Afrikaans
Commitment to the FAIS Act and meeting Fit & Proper qualification requirements
Willingness to work overtime

Personal qualities

Selling skills
Computer literacy
Communication skills
Planning and organising
Building and maintaining relationships
Treating Customers Fairly
Initiative
Continuous learning
Tenacity
Decision making
Problem solving

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 Mi Way 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, 4th September 2024.

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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