Job Description

Sanlam Vacancies – Sales Adviser – Pipeline

Career Opportunity

Santam Direct is building a Sales Adviser – Pipeline for future roles in its Bellville-based team. If you’re driven, customer-focused, and eager to grow in a fast-paced call centre environment, this is your opportunity to prepare for a rewarding career with South Africa’s leading insurance provider.

Key Responsibilities

• Achieve and exceed sales targets in both inbound and outbound calls.
• Deliver world-class customer service.
• Ensure compliance with all regulatory and internal sales standards (e.g., TCF, CPA).
• Adhere to schedules and maintain punctuality.

Qualifications and Experience

• Matric/Grade 12 (essential).
• RE Certificate and 30 Personal Lines Short-term Insurance Credits (advantageous).
• Minimum 2 years’ experience in inbound/outbound sales.
• Proficiency in English and one other official language.
• Compliance with FAIS Fit and Proper requirements or willingness to work under supervision to meet criteria.
• Willingness to work shifts and overtime.
• Proven sales success and consistent target achievement.
• Knowledge of short-term insurance processes and compliance (advantageous).

Skills and Competencies

• Strong telephonic communication skills.
• Exceptional sales and negotiation capabilities.
• Proficiency in MS Office applications.
• Customer-focused and service-oriented.
• Analytical thinking and results-driven mindset.
• Self-motivated and proactive under pressure.

Probation and Training

Selected candidates will undergo a three-month probationary period:

1. Training Phase: Four weeks of structured learning with a knowledge assessment.
2. Evaluation Phase: On-the-job performance measurement against sales targets.

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