Permanent Short-term Insurance Sales Consultant | Sanlam Vacancies
Job Description
Sanlam Vacancies – Short-term Insurance Sales Consultant: Sanlam Direct Cape (PG 7)
Location: Bellville, Cape Town
Company: Sanlam
Job Type: Permanent
Job Sector: Insurance
Short-term Insurance Sales Consultant: Sanlam Direct Cape (PG 7)
Who are we?
Sanlam is committed to supporting, growing, and empowering clients with affordable, easy, and tailored financial solutions. We operate through both face-to-face intermediary channels and direct engagements. This role is part of Sanlam’s financial planning business, which includes a vast network of tied and independent intermediaries along with their support teams. Our vision is to be the leader in building lasting client relationships by delivering adaptive financial solutions that grow and protect wealth.
What will you do?
- Sell short-term insurance (car and household) via telephone.
- Achieve assigned sales targets and objectives.
- Adhere to quality and compliance processes to minimize business risks.
- Monitor and manage performance against benchmarks.
- Optimize operational efficiency based on productivity metrics.
- Adapt to evolving business operational needs.
- Handle customer complaints and objections professionally.
- Build and maintain strong client relationships.
- Stay informed on product updates, rate changes, and industry rulings.
- Continuously upskill on industry trends and developments.
- Comply with FAIS Fit & Proper qualification requirements.
What will make you successful in this role?
Qualification & experience
- Grade 12 qualification.
- Minimum 1.5 years of experience in an outbound sales call center OR 2 years of face-to-face sales experience (target-driven).
- Financial services experience (advantageous).
- RE Exam (advantageous).
- Personal Lines NQF Level 4 or 30 FAIS Credits with a certificate (required for short-term insurance).
Knowledge and skills
- Strong understanding of financial services laws and regulations.
- Proven sales and customer service expertise.
- Outbound sales experience is essential.
- Fluent in English and one other South African official language.
- Clean criminal and credit record.
- Willingness to work overtime when required.
Personal qualities
- Strong selling and persuasion skills.
- Computer literacy.
- Excellent communication abilities.
- Effective planning and organizing.
- Relationship-building and customer retention focus.
- Initiative and results-driven mindset.
- Commitment to Treating Customers Fairly (TCF).
Core Competencies
- Cultivates innovation.
- Customer focus.
- Drives results.
- Collaborates effectively.
- Demonstrates resilience.
Build a successful career with us
At Sanlam, we invest in our employees’ growth, development, and career aspirations. With opportunities across Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, and MiWay, we provide a platform for advancement and success.
Turnaround time
Shortlisting begins after the application deadline. Processing times depend on candidate progression and manager availability.
Closing date: Friday, 18 July 2025
Ensure your CV is updated with your full career history.
Successful candidates will be contacted for a telephonic pre-screening interview. Selected candidates must be available to start by 1 September 2025.
Our commitment to transformation
Sanlam Group embraces diversity and transformation, driving an inclusive workplace that fosters equity and sustainability. Employment Equity goals will be considered in the selection process.
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How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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