Job Description

Sanlam Vacancies – Sales Adviser

Career Opportunity

Santam Direct is seeking dynamic Sales Advisers to join our team. If you are passionate about delivering exceptional client service while meeting sales targets in a call centre environment, this is your chance to build your career with a market leader in the insurance industry.

Key Responsibilities

• Achieve and exceed sales targets in an inbound and outbound call centre.
• Deliver a world-class customer experience.
• Ensure strict compliance with internal and external regulations (e.g., TCF, CPA).
• Adhere to quality standards and internal sales processes.
• Maintain schedule adherence and 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.
• Fluent in English and one other official language.
• Knowledge of FAIS Fit and Proper criteria (or willingness to work under supervision to achieve compliance).
• Willingness to work shifts and overtime.
• Proven track record of meeting sales targets.
• Familiarity with short-term insurance processes and compliance (advantageous).

Skills and Competencies

• Excellent telephonic communication and etiquette.
• Strong selling and negotiation skills.
• Proficient in MS Office applications.
• Customer-focused with exceptional service delivery skills.
• Deadline-driven and results-oriented.
• Emotional intelligence and self-control under pressure.

Probation and Training

This role includes a three-month probation period:

1. Training Phase: A four-week program with a knowledge assessment.
2. On-the-job Evaluation: Progress evaluation against sales performance metrics.

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