South Africa Job Openings

Sanlam

Leads Consultant: Sanlam Direct Cape (PG 6)

Bellville

FULL TIME

November 1, 2024

Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We’re all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

What will you do?

The core focus of this role is generating quality sales opportunities for the Distribution channels. Key responsibilities for this role are;

Achieve the minimum production norms & targets set
Quality outbound calls to clients with the aim of creating quality sales opportunities
Adhere to the quality standards of the Sanlam Direct CCC
Record client information and requests on the Sentrix system
Handle and appropriately refer customer complaints and objections

What will make you successful in this role?

Qualification & experience

Matric (or equivalent qualification)
Call Centre experience (Outbound would be an advantage)
Previous financial services experience will be advantageous
Minimum 3 years Call Centre experience

Knowledge and skills

MS: Office (Excel, Word, PP, Outlook)
Knowledge of Sentrix

Core Competencies

Cultivates Innovation
Client Focus
Drives Results
Collaborates
Flexible and Adaptable

Personal Attributes

Plans and Aligns
Communicates Effectively
Action Orientated
Optimising Work Processes
Treating Customers Fairly

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 Sunday, 3 November 2024.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

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