Sanlam: Branch Consultants X2
Sanlam Group invites interested and suitably qualified candidates to apply for the position of Branch Consultants based in Polokwane, Limpopo.
Position: Branch Consultants X2
Location: Polokwane, Limpopo
Closing Date: Not Specified
Responsibilities:
- Promote Sanlam Retail Mass (SRM) products and increase market share through sound financial advice and high-level customer service in a branch environment.
- Create opportunities for customer optimization and cross-selling of value-added services.
- Responsible for retail branch sales delivery and in-branch customer service and customer retention.
- Ensure compliance, quality, and risk management.
- Monthly planning and reporting of sales and service activities in the branch.
- Identify key internal and external stakeholders (e.g., Area Managers, Business Owners, activation sites, community forums) and determine effective engagement tactics to build and maintain relationships.
Experience:
- 1 year of experience in a sales or marketing capacity.
- Experience within insurance branches is an advantage.
Qualifications:
- Matric (Grade 12).
- RE5 advantageous.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
Knowledge, Skills, and Competencies:
- Strong customer service orientation.
- Proficient in sales and cross-selling tactics and strategies (customer optimization).
- Knowledge of the insurance landscape, including regulatory requirements and guidelines for selling and providing advice.
- Knowledge of insurance products is advantageous.
- Persistent focus on achieving targets.
- Strong analytical skills.
- Technologically oriented.
- Excellent selling and influencing skills.
- Critical thinking skills.
- Strong verbal and written communication skills.
- Good organizing skills.
- Adaptable and open to learning.
Why Join Us:
- Competitive salary and performance-based incentives.
- Comprehensive benefits package.
- Opportunities for career advancement within a growing organization.
- Supportive and collaborative work environment.
- Ongoing training and development programs.
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 achieving great things. We pride ourselves on helping our employees realize their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and the Group Office – the group provides numerous opportunities for growth and development.
Turnaround Time: The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on your progress and the availability of managers.
Our Commitment to Transformation: The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment drives us to achieve a diverse, inclusive, and equitable workplace, which we believe are key components for ensuring a thriving and sustainable business in South Africa.
Apply here: Branch Consultants