STI Training & Quality Specialists: Sanlam Direct Cape (PG 9/10)

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Date: 13-Sep-2021

Location: Bellville, Western Cape, South Africa

Company: Sanlam Group


Who are we?


SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly.  We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients.  Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. 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 EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS


What will you do?


1. Trainer:

•    Training & Vesting of new Sales Consultants
•    Identify need, analyse, propose and develop appropriate solutions
•    Compile (create) training material & manuals for new, existing and enhancements of products, systems and business rules.

2. Quality Assessment

•    Monitor & evaluate calls
•    Compiling reports on calls evaluated
•    Identify and action areas of development through quality interventions
•    Call audits
•    Assist with mentoring and coaching Quality Assessors 


What will make you successful in this role?


Qualification & experience 

•    Grade 12
•    Relevant tertiary qualification e.g. Teaching Diploma, Training Qualification would be advantageous 
•    Relevant Qualification to ensure candidate meets FAIS Fit and proper requirements:

o    Short-term Qualification – Personal Lines,
o    Underwriting knowledge 
o    RE5 Exam 
o    In addition to the above could also have RFP / CFP for LTI and/or RE1 

•    2-3 years call centre/ customer service experience/ sales knowledge
•    Extensive experience in Training and/or Financial Services knowledge 


Knowledge and skills 

•    Knowledge of Financial Services Products & Legislation of STI and/or LTI
•    Strong coaching and presentation skills


Personal qualities 

•    Building and Maintaining Relationships
•    Coaching
•    Communication
•    Influencing/Gaining Commitment
•    Negotiation
•    Planning and Organising
•    Results Driven
•    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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.


Core Competencies

Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently

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 applications is 29th September 2021. 

Note though that the recruiter reserves the right to withdraw the advertisement prior to the closing date, or to allow for further applications to be submitted after the closing date indicated.


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.