Short-term Insurance Sales Consultant: Sanlam Direct Cape (PG 7), Bellville

Short-term Insurance Sales Consultant: Sanlam Direct Cape (PG 7) Date: 5 May 2026

Location: Bellville, Western Cape, ZA

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 ourclients.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) telephonically

Achievement of sales targets and objectives

Adherence to Quality and Compliance processes to minimize business risk

Manage your quality&compliance against benchmarks to minimize business risk, with the client in mind

Maintain optimal operational efficiencies based on productivity measures

Adapt and change to fit in with changing business operational requirements

Resolve complaints and objections

Build and maintain good client relationships

Managing information regarding new products, rate changes, rulings, training updates etc.

Keep abreast of developments and trends in the Industry– self learning

Ensure commitment to the FAIS Fit&Proper qualification requirements

What will make you successful in this role? Qualification&experience

Grade 12 qualification

At least 1 and a half years’ experience within a Sales Outbound Call Centre, or at least 2 years’ face to facesales experience (with targets attached to the sales)

Financial services experience (advantageous)

RE Exam Advantageous

Personal Lines NQF Level 4 and or 30 FAIS Credits with certificate– Requirement (Short-term Insurance)

Knowledge and skills

Good understanding of Financial Services Industry related legislation and regulation

Understanding of sales processes and servicing industry

Outbound Sales experience is required

Fluency in English and one other South African official language

A clear criminal and credit record

Commitment to the FAIS Act and meeting Fit&Proper qualification requirements

Willingness to work overtime.

Core Competencies

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently

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.

Our commitment to transformation The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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