Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
Purpose of the Role
- To independently drive sales growth by converting leads, managing customer relationships, and delivering appropriate product solutions while balancing volume targets with basic suitability and compliance requirements.
Overview of Role Responsibilities
Customer Relationship Development / Prospecting- Level 4 - Process Expert
- Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.
Sell Customer Propositions- Level 4 - Process Expert
- Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
- Service-Related Upselling and Cross-selling- Level 4 - Process Expert
- Present additional products/services during service interactions.
Sales- Level 4 - Process Expert
- Deliver mostly routine sales support services.
- Sales Pipeline and Forecast- Level 4 - Process Expert
- Carry out routine sales pipeline and forecasting tasks according to established protocols.
Required Skills
Initiates Compelling Sales Conversations - Intermediate
- Works at an intermediate level to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works with guidance.
Knows the Buying Influences - Intermediate
- Works at an intermediate level to accurately identify and understand the key buying influences pertaining to an opportunity. Typically works with guidance.
Manages Buyer Indifference - Intermediate
- Works at an intermediate level to acknowledge a client's indifference before continuing the sales call and asks questions to understand the circumstances surrounding the indifference. Typically works with guidance.
Systems and Tools - Sales - Intermediate
- Works at an intermediate level to leverage customer relationship management (CRM) software, sales automation platforms, and other relevant sales technologies to manage customer relationships, develop sales proposals, track sales performance, and optimize the sales process. Typically works with guidance.
Direct Sales - Intermediate
- Works at an intermediate level to maximize the volume and value of sales made directly with clients and accounts. Typically works with guidance.
Builds Rapport - Intermediate
- Works at an intermediate level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works with guidance.
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
Education
- Grade 12 or Diploma with 3 to 4 years related experience.
Required Behavioural Competencies
- Customer Focus
- Communicates Effectively
- Ensures Accountability
- Plans and Aligns
- Manages Complexity
- Interpersonal Savvy
- Turn Around Time
The closing date for all applications is Friday, 30 October 2026.
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