Job Description

Full job description Who are we? Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. Ultimately we grow and protect wealth.What will you do? Selling Insurance (car and household) telephonicallyAchievement of sales targets and objectivesAdherence to Quality and Compliance processes to minimize business riskManage your quality & compliance against benchmarks to minimize business risk, with the client in mindMaintain optimal operational efficiencies based on productivity measuresAdapt and change to fit in with changing business operational requirementsResolve complaints and objectionsBuild and maintain good client relationshipsManaging information regarding new products, rate changes, rulings, training updates etc.Keep abreast of developments and trends in the Industry – self learningEnsure commitment to the FAIS Fit & Proper qualification requirements