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...
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What will you do?
- This is a management role within the regional (geographical) SanlamConnect structure reporting to the Regional General Manager.
- The role has a strong tactical focus with some strategic contribution.
- This role forms part of and contributes to the Regional Exco.
- The role is primarily responsible to drive sales and grow market share in the region through intermediary teams managed by Sales Consultants, Sales Managers and Development Managers.
- You will be responsible for the sales performance of advisers situated on the KZN South Coast, eThekwini and North Coast.
Output/Core Tasks:
The expectation of the role is to:
- Serve on Regional MANCO and contribute to Regional Sales Strategy
- Translate regional strategy into tactical and operational sales goals and plans
- Drive and support marketing and business building initiatives
- Set and drive sales and manpower targets
- Manage expenses and budgets
- Manage operational effectiveness especially managing business risks and retention of business
- Manage compliance and oversee advice process and new business approvals
- Manage and develop staff
What will make you successful in this role?
Qualification & experience
- 8- 10 Years Financial Services experience in a Legal/Marketing/Sales/Product Specialist environment in a Retail Affluent Segment – essential
- Sales and Operational Management/Leadership of a unit or focus group/Product Specialist
- Legal/Actuarial/Commercial/Financial or Business-related Diploma/Degree
- Wealth Management /RFP3 or equivalent (i.e.: 120 credits)
- RE5
- Post Graduate Diploma in Financial Planning /CFP – Preferable
Knowledge and skills
To be successful you will need to demonstrate good experience in:
IT:
- MS: Office (Excel, Word, PPT)
- Web based platform tool/site
- Advisor tools (i.e.: Sanfin; Leads program, Sanport)
- AUTONUB
- SANPAY
- Supervision system
Business/Management:
- Financial Services Industry Knowledge
- Specialised knowledge within different distribution channels
- Financial Services Product Knowledge (Sanlam and competitors)
- Legal technical Knowledge (product related)
- New and Existing business processes
- Advisor contracts and remuneration
- Broker and/or Advisor contracts
- Sales and related administration processes
- Leads management and campaigns/competitions)
- Leadership and Management skills to manage staff
- Budgets and expense management (including profitability and VNB)
- Debt management
- Relevant regulatory legislation and compliance knowledge (FAIS accredited)
- Different distribution models and value propositions
Personal qualities
- Cultivates innovation
- Client focus
- Drives results
- Collaborates
- Flexibility and adaptability (being resilient)
- Financial acumen
- Business insight
- Plans and aligns
- Balance stakeholders
- Decision quality
- Treating customers fairly (TCF)
The closing date for applications is 21 August 2025.
go to method of application »
What will you do?
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added products
What will make you successful in this role?
Sales Delivery:
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch Client Service and Client Retention:
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
- Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, Compliance and Continuous Development:
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making
Monthly Planning and Reporting:
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager
Qualification and Experience:
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment
Knowledge and Skills
- Broker Support
- Administration and processing of new and existing business
- Business Building
- Partnership Building
- Coach and develop others
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
- Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
- Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
- Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
- Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
go to method of application »
What will you do?
Job Purpose
- The Business Development Manager will be responsible for prospecting, sourcing, developing, and maintaining a specialised Investment Intermediary portfolio, and developing and/or increasing Sanlam Group’s market share of retail investment business from this portfolio, whilst delivering on the Glacier Partner Absa (GPA) Investment Channel strategy.
- This role will be responsible for servicing Johannesburg and surrounding areas.
Key Outcomes
The following outcomes will be expected to be achieved by the Business Development Manager:
Targets and inflows
- Service an existing GPA supporting Intermediary client base
- Source and introduce new Intermediaries to Glacier
- Support and collaborate with all the relevant Broker Corporate Businesses and Independent Intermediary businesses
- Attract new business and increase retention of existing investment business for the GPA Local, Glacier International, Structured and Guaranteed Products
- Ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio
- Ensure intermediaries adherence to all regulatory requirements (e.g. FAIS, FICA. POPIA)
Growing the business
- Develop and implement a business plan for the GPA (sales volumes, investment education and training, marketing, and client services – administration, digital usage of GPA system, and growing the support base)
- Implementing an Intermediary support model to facilitate effective and efficient support between GPA, the Broker, and the various product and service provider
Knowledge and education
- Train, educate, and develop the Intermediary’s and Intermediary’s support staff on all GPA (Local | International | Structured Products | Guaranteed Products)
- Train and facilitate the use of GPA’s digital strategy/tools and EI.
- Supply accurate investment, product, fund, services and investor information
- Facilitate or identify Intermediary needs – technical information, technology, reporting and developing a profitable practice
Marketing and Sales initiatives
- Support investment projects and campaigns (marketing support)
- Participate in investment product implementation (presentations, product development & client service support)
People Practices
- Co-ordinate and maintain effective SLA’s with all relevant stakeholders (internal and external)
Qualifications and Experience
- Relevant financial / investment qualification (Financial tertiary qualification on Honours level is recommended)
- CFP
- Fais exam is advantageous
- At least 5 years’ experience in a financial distribution environment (Linked Service Provider and/or Investment Management Company is recommended) in a similar role
- Supporting and developing of intermediary (IFA) practices
- Proven Sales related success and track record
- Technical knowledge about retail investments, retail investment industry
- Valid drivers’ license and own reliable vehicle
Competencies
- Client focus (client-centricity)
- Strong relationship building ability
- Collaborates
- Cultivates Innovation
- Being resilient
- Drive Results
Leadership / Management Skills
- Effective written and verbal communication and presentation skills
- Entrepreneurial Skills
- Ability to work under pressure
- Lateral thinking and problem-solving capabilities
- Educating people capabilities
Attributes
- Positive, can-do attitude with high self confidence levels
- Passion and high-performance orientation
- Honesty, integrity and respect
- Ability to work independently and within a team
- Persuasive
What will make you successful in this role?
Qualification and Experience
- Degree or Diploma with 5 years related sales experience.
Knowledge and Skills
- Strategic sales and client retention and acquisition planning
- Drive sales and profitability
- Expense, risk and compliance management
- Partnership, network and new markets development
- Management of Employees
go to method of application »
What will you do?
- Sell life insurance telephonically
- Achieve sales targets
- Adhere to Quality and Compliance processes to minimize business risk
- Manage your quality and 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
- Sales objection handling
- Build and maintain good client relationships
- Managing information regarding new products, ruling, 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 year experience within a Sales Outbound Call Centre selling long-term insurance (with targets attached to the sales)
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 in order to achieve targets.
- Being fully computer literate.
Personal attributes
- Interpersonal
- Planning and organizing
- Building and maintaining relationships
- Treating Customers Fairly
- Initiative
- Results Driven/Achievement orientated
- Continuous learning
- Tenacity
- Objection handling skills
- Team orientated
- Ability to receive and implement feedback
go to method of application »
What will you do?
- This role requires in depth interaction with Authorised Principals (APs) of MO Bluestar businesses to assist in day to day operations to drive production and to also assist APs in their own development as leaders.
- This is a regional sales management role which is also responsible for the managing and development of Financial Advisor’s with varying levels of experience in the different MO Bluestar businesses.
- These Financial Advisors would either be newcomers or experienced Advisors that have been recruited from outside.
Output/Core Tasks:
The expectations of the role is to:
- Create and drive sales plans, targets and growth
- Marketing and business building support (including assistance in work site management)
- Coaching and development of FA’s
- Manage business retention processes
- Compliance and risk management (including approval of new business)
- Enable practice management
- Oversee quality and productivity management
- Provide effective People and Performance Management
- Budgets and expense management of team
What will make you successful in this role?
Qualification & experience
- Extensive Financial Services experience in a marketing/sales environment
- Sales and Operational Management/leadership of a team/unit
- Management Diploma
- Commercial/Financial or business-related diploma/degree
- CFP/RFP3/WM3 or equivalent (i.e.: 120 credits)
- RE
Knowledge and skills
To be successful you will need to demonstrate good experience in:
IT:
- MS: Office (Excel, Word, PP)
- Web based platform tool/site
- Advisor tools (i.e.: Advice Partner; Sanfin; Leads program, Santrust, Santax, Sanport)
- AUTONUB
- NUB 974
- E2 financials
- Recruitment and recruitment processes
Business/Management:
- Financial Services Industry Knowledge
- Financial Services Product Knowledge (Sanlam and competitors)
- Legal technical Knowledge (product related)
- Relevant regulatory legislation and compliance knowledge (FAIS accredited)
- Business planning
- New and Existing business processes
- Advisor contracts and remuneration
- Sales and marketing processes and practices
- Leads management and campaigns/competitions
- Management skills to manage staff
- Budgets and expense management
- SFA distribution model and value propositions
Personal Qualities:
- Cultivates Innovation
- Client Centricity
- Drives Results
- Ability to collaborate
- Flexibility and Adaptability
- Drives Vision and Purpose
- Business Insight
- Directs Work
- Decision Quality
- Treating Customers Fairly
The closing date for applications is 21 August 2025.
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
- Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
- Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
go to method of application »
What will you do?
- Manages the activities of employees engaged in the processing and despatch of orders and ensures an even flow of products in accordance with orders received.
- Has a close liaison function between Administration, Sales and Technical Departments.
- Usually responsible for compiling sales plans and forecasts on the basis of demand information. Draws up and distributes price lists.
What will make you successful in this role?
- Business planning
- Sales management
- People management
- Monthly planning and reporting
- Stakeholder engagement
Qualification and Experience
Meet the qualification requirements in line with their DOFA:
- Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
- Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category, the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- RE 5 required from date of appointment)
- Class of Business
- Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business.
- All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment.
- If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Sales Manager
Knowledge and Skills
- At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
- A minimum of one year management experience
- Relevant Regulatory frameworks, policies, and standards
- Sanlam insurance products (ideal)
- People management practices and principles
- Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met
Personal Attributes
- Interpersonal savvy - Contributing through others
- Manages complexity - Contributing through others
- Plans and aligns - Contributing through others
- Directs work - Contributing through others
go to method of application »
JOB DESCRIPTION
- To offer world class products and services to clients, whilst achieving targets in an inbound and outbound call center environment.
KEY RESPONSIBILITIES
- A Client Service Consultant is responsible for the provision of new quotations, acceptance and administration of policies while adhering to underwriting criteria and profiling the client in terms of the determination of a suitable product. Client Service Consultants are furthermore responsible for advising clients on all aspects of their policy needs.
QUALIFICATIONS AND EXPERIENCE
- Matric/ Grade 12
- RE Qualification
- FAIS compliant (30 credits)
- Minimum 2 years’ experience in Personal Lines Short Term Insurance
- Minimum 5 years’ experience in Commercial Lines Short Term Insurance
- Computer Literacy (MS Office package)
- Experience in a client service environment
- Experience in contact centre technology applications
- Good understanding of contact centre processes and SLA’s
COMPETENCIES
- Information seeking
- Analytical thinking
- Drive for results
- Initiative
- Emotional self-control
- Customer service orientation
SKILLS
- Strong verbal and written communication skills
- Excellent interpersonal, communication and networking skills
- Strong client service orientation
- Ability to work under pressure
- Good judgement
- Attention to detail
- Self-motivated and comfortable in taking initiative
- Ability to work independently
Method of Application
Use the link(s) below to apply on company website.
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Gmail
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