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Short-term Insurance Agent - Constantia Kloof

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Date: 20 Nov 2023

Location: Gauteng, South Africa

Company: Sanlam Group

Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market. 

We’re all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth. 

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

What will you do?

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

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. 

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 people 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.

1. Assist in growing the Sanlam Connect Business

  • Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
  • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

  • Revenue generation (Single and recurring premiums)
  • Activity quotas
  • Promote the SanlamConnect brand

2. Networking, prospecting and leads generation

  • Face to face interactions, social or business, to create business opportunities.
  • Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
  • Turning trusted relationships into business relationships.
  • Strengthening existing relationships by increasing the current service.
  • Use existing sources to establish opportunities across Sanlam businesses.
  • Personalised client value propositions.
  • Marketing on social media.
  • Undertake selected client focused activities to generate leads and informal prospecting opportunities.
  • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
  • Structuring and implementing focused campaigns with new or existing clients in the defined market.
  • Requesting active and ongoing leads and referrals from others.
  • Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

3. Client consultations and sales

  • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
  • Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
  • Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
  • Provide sound personal financial planning advice.
  • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
  • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
  • Use relevant processes and system tools to capture analysis information and update records accordingly.
  • Review client’s portfolio annually by undertaking the above steps.

4. Client Service

  • Ensure all client interactions are ethical, courteous and professional.
  • Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ support.
  • Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
  • Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
  • Initiate long term client relationships and maintain a relational focus.

5. Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

  • Number and profile of contacts, appointments, consultations.
  • Issued business and revenue against targets.
  • Update client details on records.
  • Appropriate workflow and activity monitor system entries.

What will make you successful in this role?

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

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. 

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 people 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.

1. Assist in growing the Sanlam Connect Business

  • Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
  • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

  • Revenue generation (Single and recurring premiums)
  • Activity quotas
  • Promote the SanlamConnect brand

2. Networking, prospecting and leads generation

  • Face to face interactions, social or business, to create business opportunities.
  • Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
  • Turning trusted relationships into business relationships.
  • Strengthening existing relationships by increasing the current service.
  • Use existing sources to establish opportunities across Sanlam businesses.
  • Personalised client value propositions.
  • Marketing on social media.
  • Undertake selected client focused activities to generate leads and informal prospecting opportunities.
  • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
  • Structuring and implementing focused campaigns with new or existing clients in the defined market.
  • Requesting active and ongoing leads and referrals from others.
  • Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

3. Client consultations and sales

  • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
  • Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
  • Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
  • Provide sound personal financial planning advice.
  • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
  • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
  • Use relevant processes and system tools to capture analysis information and update records accordingly.
  • Review client’s portfolio annually by undertaking the above steps.

4. Client Service

  • Ensure all client interactions are ethical, courteous and professional.
  • Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ support.
  • Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
  • Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
  • Initiate long term client relationships and maintain a relational focus.

5. Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

  • Number and profile of contacts, appointments, consultations.
  • Issued business and revenue against targets.
  • Update client details on records.
  • Appropriate workflow and activity monitor system entries.

Qualification and Experience

Collaborates - Contributing independently
Being resilient - Contributing independently
Drives results - Contributing independently
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Communicates effectively - Contributing independently
Tech savvy - Contributing independently
Action orientated - Contributing independently
Builds networks - Contributing independently
Grade 12
Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Tell me about a time you succeeded in an initiative by collaborating with others?
Describe a time when the only way to achieve your individual goals was to ask for help from others?
Tell me about a time when you became defensive or irritated and were able to successfully regain your focus?
Tell me about a time when someone or something caught you by surprise and caused your goals to be blocked?
Tell me about a time when you identified an opportunity to innovate during the early stages of a project or process?
Describe your most creative contribution to the organization?
Tell me about a time when you almost lost a customer and had to turn the situation around?
Tell me about a time when you went the extra mile for a challenging customer?
Describe a time when you pushed harder for results than others around you?
Tell me about a time when you got results when others tried and failed?
Tell me about three advantages that your most recent organization’s competitors have?
Tell me about a successful business and why you think it is successful?
Tell me about a time you had to change plans during a project/task you were doing to prioritize something unexpected?
Tell me about a time when you planned and organized a complex task or project from start to finish?
Describe a time you received useful feedback on a decision you made?
Describe a time you had to make a quick decision and gather a lot of information in a short time frame?
Tell me about a time when you worked with someone who was difficult to get along with?
Describe a time when you used your diverse business network to help you meet the responsibilities of your job?
Financial advice and support
Production target achievement and budgeting
Compliance and risk management
Client relationship management
Financial planning and recommendations

Knowledge and Skills

Collaborates - Contributing independently
Communicates effectively - Contributing independently
Grade 12
Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Tell me about a time you succeeded in an initiative by collaborating with others?
Financial advice and support
Being resilient - Contributing independently
Tech savvy - Contributing independently
Describe a time when the only way to achieve your individual goals was to ask for help from others?
Production target achievement and budgeting
Drives results - Contributing independently
Action orientated - Contributing independently
Tell me about a time when you became defensive or irritated and were able to successfully regain your focus?
Compliance and risk management
Cultivates innovation - Contributing independently
Builds networks - Contributing independently
Tell me about a time when someone or something caught you by surprise and caused your goals to be blocked?
Client relationship management
Customer focus - Contributing independently
Tell me about a time when you identified an opportunity to innovate during the early stages of a project or process?
Financial planning and recommendations
Describe your most creative contribution to the organization?
Tell me about a time when you almost lost a customer and had to turn the situation around?
Tell me about a time when you went the extra mile for a challenging customer?
Describe a time when you pushed harder for results than others around you?
Tell me about a time when you got results when others tried and failed?
Tell me about three advantages that your most recent organization’s competitors have?
Tell me about a successful business and why you think it is successful?
Tell me about a time you had to change plans during a project/task you were doing to prioritize something unexpected?
Tell me about a time when you planned and organized a complex task or project from start to finish?
Describe a time you received useful feedback on a decision you made?
Describe a time you had to make a quick decision and gather a lot of information in a short time frame?
Tell me about a time when you worked with someone who was difficult to get along with?
Describe a time when you used your diverse business network to help you meet the responsibilities of your job?

Personal Attributes

Collaborates - Contributing independently
Communicates effectively - Contributing independently
Grade 12
Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Tell me about a time you succeeded in an initiative by collaborating with others?
Financial advice and support
Being resilient - Contributing independently
Tech savvy - Contributing independently
Describe a time when the only way to achieve your individual goals was to ask for help from others?
Production target achievement and budgeting
Drives results - Contributing independently
Action orientated - Contributing independently
Tell me about a time when you became defensive or irritated and were able to successfully regain your focus?
Compliance and risk management
Cultivates innovation - Contributing independently
Builds networks - Contributing independently
Tell me about a time when someone or something caught you by surprise and caused your goals to be blocked?
Client relationship management
Customer focus - Contributing independently
Tell me about a time when you identified an opportunity to innovate during the early stages of a project or process?
Financial planning and recommendations
Describe your most creative contribution to the organization?
Tell me about a time when you almost lost a customer and had to turn the situation around?
Tell me about a time when you went the extra mile for a challenging customer?
Describe a time when you pushed harder for results than others around you?
Tell me about a time when you got results when others tried and failed?
Tell me about three advantages that your most recent organization’s competitors have?
Tell me about a successful business and why you think it is successful?
Tell me about a time you had to change plans during a project/task you were doing to prioritize something unexpected?
Tell me about a time when you planned and organized a complex task or project from start to finish?
Describe a time you received useful feedback on a decision you made?
Describe a time you had to make a quick decision and gather a lot of information in a short time frame?
Tell me about a time when you worked with someone who was difficult to get along with?
Describe a time when you used your diverse business network to help you meet the responsibilities of your job?

Build a successful career with us

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

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. 

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 people 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.

1. Assist in growing the Sanlam Connect Business

  • Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
  • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

  • Revenue generation (Single and recurring premiums)
  • Activity quotas
  • Promote the SanlamConnect brand

2. Networking, prospecting and leads generation

  • Face to face interactions, social or business, to create business opportunities.
  • Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
  • Turning trusted relationships into business relationships.
  • Strengthening existing relationships by increasing the current service.
  • Use existing sources to establish opportunities across Sanlam businesses.
  • Personalised client value propositions.
  • Marketing on social media.
  • Undertake selected client focused activities to generate leads and informal prospecting opportunities.
  • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
  • Structuring and implementing focused campaigns with new or existing clients in the defined market.
  • Requesting active and ongoing leads and referrals from others.
  • Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

3. Client consultations and sales

  • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
  • Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
  • Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
  • Provide sound personal financial planning advice.
  • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
  • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
  • Use relevant processes and system tools to capture analysis information and update records accordingly.
  • Review client’s portfolio annually by undertaking the above steps.

4. Client Service

  • Ensure all client interactions are ethical, courteous and professional.
  • Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ support.
  • Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
  • Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
  • Initiate long term client relationships and maintain a relational focus.

5. Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

  • Number and profile of contacts, appointments, consultations.
  • Issued business and revenue against targets.
  • Update client details on records.
  • Appropriate workflow and activity monitor system entries.

Core Competencies

Collaborates - Contributing independently
Communicates effectively - Contributing independently
Grade 12
Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Tell me about a time you succeeded in an initiative by collaborating with others?
Financial advice and support
Being resilient - Contributing independently
Tech savvy - Contributing independently
Describe a time when the only way to achieve your individual goals was to ask for help from others?
Production target achievement and budgeting
Drives results - Contributing independently
Action orientated - Contributing independently
Tell me about a time when you became defensive or irritated and were able to successfully regain your focus?
Compliance and risk management
Cultivates innovation - Contributing independently
Builds networks - Contributing independently
Tell me about a time when someone or something caught you by surprise and caused your goals to be blocked?
Client relationship management
Customer focus - Contributing independently
Tell me about a time when you identified an opportunity to innovate during the early stages of a project or process?
Financial planning and recommendations
Describe your most creative contribution to the organization?
Tell me about a time when you almost lost a customer and had to turn the situation around?
Tell me about a time when you went the extra mile for a challenging customer?
Describe a time when you pushed harder for results than others around you?
Tell me about a time when you got results when others tried and failed?
Tell me about three advantages that your most recent organization’s competitors have?
Tell me about a successful business and why you think it is successful?
Tell me about a time you had to change plans during a project/task you were doing to prioritize something unexpected?
Tell me about a time when you planned and organized a complex task or project from start to finish?
Describe a time you received useful feedback on a decision you made?
Describe a time you had to make a quick decision and gather a lot of information in a short time frame?
Tell me about a time when you worked with someone who was difficult to get along with?
Describe a time when you used your diverse business network to help you meet the responsibilities of your job?

Turnaround time

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

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. 

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 people 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.

1. Assist in growing the Sanlam Connect Business

  • Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
  • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

  • Revenue generation (Single and recurring premiums)
  • Activity quotas
  • Promote the SanlamConnect brand

2. Networking, prospecting and leads generation

  • Face to face interactions, social or business, to create business opportunities.
  • Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
  • Turning trusted relationships into business relationships.
  • Strengthening existing relationships by increasing the current service.
  • Use existing sources to establish opportunities across Sanlam businesses.
  • Personalised client value propositions.
  • Marketing on social media.
  • Undertake selected client focused activities to generate leads and informal prospecting opportunities.
  • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
  • Structuring and implementing focused campaigns with new or existing clients in the defined market.
  • Requesting active and ongoing leads and referrals from others.
  • Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

3. Client consultations and sales

  • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
  • Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
  • Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
  • Provide sound personal financial planning advice.
  • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
  • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
  • Use relevant processes and system tools to capture analysis information and update records accordingly.
  • Review client’s portfolio annually by undertaking the above steps.

4. Client Service

  • Ensure all client interactions are ethical, courteous and professional.
  • Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ support.
  • Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
  • Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
  • Initiate long term client relationships and maintain a relational focus.

5. Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

  • Number and profile of contacts, appointments, consultations.
  • Issued business and revenue against targets.
  • Update client details on records.
  • Appropriate workflow and activity monitor system entries.

Our commitment to transformation

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

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. 

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 people 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.

1. Assist in growing the Sanlam Connect Business

  • Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
  • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

  • Revenue generation (Single and recurring premiums)
  • Activity quotas
  • Promote the SanlamConnect brand

2. Networking, prospecting and leads generation

  • Face to face interactions, social or business, to create business opportunities.
  • Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
  • Turning trusted relationships into business relationships.
  • Strengthening existing relationships by increasing the current service.
  • Use existing sources to establish opportunities across Sanlam businesses.
  • Personalised client value propositions.
  • Marketing on social media.
  • Undertake selected client focused activities to generate leads and informal prospecting opportunities.
  • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
  • Structuring and implementing focused campaigns with new or existing clients in the defined market.
  • Requesting active and ongoing leads and referrals from others.
  • Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

3. Client consultations and sales

  • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
  • Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
  • Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
  • Provide sound personal financial planning advice.
  • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
  • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
  • Use relevant processes and system tools to capture analysis information and update records accordingly.
  • Review client’s portfolio annually by undertaking the above steps.

4. Client Service

  • Ensure all client interactions are ethical, courteous and professional.
  • Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ support.
  • Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
  • Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
  • Initiate long term client relationships and maintain a relational focus.

5. Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

  • Number and profile of contacts, appointments, consultations.
  • Issued business and revenue against targets.
  • Update client details on records.
  • Appropriate workflow and activity monitor system entries.

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

Apply now »