Leads Consultant: Sanlam Direct Cape (PG 6)

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 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 how far you progress and the availability of managers. 

The closing date for all applications is 28th November 2024.

Our commitment to transformation