What will make you successful in this role?

• Excellent communication skills, both written and verbal. 
• Good knowledge about the product
• Excellent sales ability
• Target driven 
• Good risk awareness and understanding of legislative requirements
• The ability to navigate systems
• Team work

Qualification and Experience

• FAIS qualification is a requirement if the Date Of First Appointment has expired or close to the expiry for the completion of the FAIS Qualification 
• RE is not a requirement
• Matric / Grade 12 or international equivalent industry relevant training courses
• Min 1 year sales experience in a contact centre environment
• Min 1 year sales experience in a similar sales role

Role Responsibilities

• Continuously identifying new business opportunities
• Exceed in all business targets such as sales and compliance targets
• Keep up to date with product changes and enhancement
• Capture Customer information correctly, timeously and accurately
• Ensure that the Sanlam Brand is actively promoted to establish a presence in the market 
• Gather competitor information and act upon such information
• Ensure that customer applications/documentation for products are fully completed, processed and monitor progress
• Connect with our customers by living up to our brand promise
• Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs
• Conduct business in an ethical manner at all times
• Take ownership of solving our customers problems or queries as efficiently and quickly as possible
• Adhere to the TCF (Treating Customers fairly) principles 
• Maximize cross-sell opportunities identified aligned to customer needs based customer needs analysis
• Ensure activities support cost containment and reduction
• Always comply with procedures and processes contained in the relevant business guidelines
• Takes accountability for own performance, personal and career development
• Contribute to the overall effectiveness and success of the team
• Maintain an ability to adapt to ever changing business and customer needs

Knowledge and Skills

• Strong knowledge in the contact centre environment
• Knowledge of the financial service and personal loans industry
• Influencing skills
• Literacy and numeracy skills
• Interpersonal skills