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Leads Consultant: Direct Cape

3 months ago

Bellville, Western Cape, South Africa Sanlam Full time

Who are we?
Sanlam Life Ltd is one of the top financial services providers in the South African market.

We're all about building strong, lasting relationships with our financial advisors.

We know that you have hopes for your future - your career, your personal development and of achieving great things.

We pride ourselves in helping our financial advisors to realise their worth.


Our company is built on a respect for what people are worth and an appreciation for what they can become.

We know that your worth is infinite and unique - and want to inspire you to realise this worth.


This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.


What will you do?

  • The core focus of this role is generating quality sales opportunities for the Distribution channels. Key responsibilities for this role are;
  • Achieve the minimum production norms & targets set
  • Quality outbound calls to clients with the aim of creating quality sales opportunities
  • Adhere to the quality standards of the Sanlam Direct CCC
  • Record client information and requests on the Sentrix system
  • Handle and appropriately refer customer complaints and objections

What will make you successful in this role?

Qualification & experience

  • Matric (or equivalent qualification)
  • Call Centre experience (Outbound would be an advantage)
  • Previous financial services experience will be advantageous
  • Minimum 3 years Call Centre experience

Knowledge and skills

  • MS: Office (Excel, Word, PP, Outlook)
  • Knowledge of Sentrix

Core Competencies

  • Cultivates Innovation
  • Client Focus
  • Drives Results
  • Collaborates
  • Flexible and Adaptable

Personal Attributes

  • Plans and Aligns
  • Communicates Effectively
  • Action Orientated
  • Optimising Work Processes
  • Treating Customers Fairly

Build a successful career with us

  • We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters
  • Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
    Turnaround timeOur commitment to transformation**The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.