Job Description: 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. Job Responsibilities: Adherence to Quality and Compliance processes to minimize business risk Achievement of sales targets and objectives Manage your quality & compliance against benchmarks to minimize business risk, with the client in mind Build and maintain good client relationships Maintain optimal operational efficiencies based on productivity measures Resolve complaints and objections Adapt and change to fit in with changing business operational requirements Job Requirements: RE Exam Advantageous Financial services experience (advantageous) Good understanding of Financial Services Industry related legislation and regulation Understanding of sales processes and servicing industry Outbound Sales experience is required 30 FAIS Credits – Advantageous (Short-term Insurance) 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)
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