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Branch Host - Sebokeng

Date:  29 Sept 2026
Location: 

Vereeniging, Gauteng, ZA

Company:  Sanlam Group

Who are we?

Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.

Purpose of the Role

To deliver consistent sales performance by managing a defined customer portfolio, applying advisory-lite selling techniques, and maximising acquisition and cross-sell opportunities within approved product frameworks.

Overview of Role Responsibilities (Level 1-13)

Customer Relationship Development / Prospecting- Level 3 - Process Specialist
Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.

Sell Customer Propositions- Level 3 - Process Specialist
Identify a selection of products or services that may meet the customer's requirements, explain the product/service features and standard terms of sale to the customer, and invite the customer to make a selection and purchase at the standard price/terms and conditions of sale.

Service-Related Upselling and Cross-selling- Level 3 - Process Specialist
Contribute to presenting additional products/services during service interactions.

Sales- Level 3 - Process Specialist
Carry out routine sales support tasks and provide help to others.

Sales Pipeline and Forecast- Level 3 - Process Specialist
Assist others in performing basic tasks related to sales pipelines and forecast.

Required Skills

Initiates Compelling Sales Conversations - Basic
Works at a basic level to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works under close supervision.

Knows the Buying Influences - Basic
Works at a basic level to accurately identify and understand the key buying influences pertaining to an opportunity. Typically works under close supervision.

Systems and Tools - Sales - Intermediate
Works at an intermediate level to leverage customer relationship management (CRM) software, sales automation platforms, and other relevant sales technologies to manage customer relationships, develop sales proposals, track sales performance, and optimize the sales process. Typically works with guidance.

Direct Sales - Basic
Works at a basic level to maximize the volume and value of sales made directly with clients and accounts. Typically works under close supervision.

Customer-Focused Approach - Intermediate
Works at an intermediate level to orient the organization around delivering to the key needs of customers. Typically works with guidance.

Builds Rapport - Intermediate
Works at an intermediate level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works with guidance.

General Experience

Basic experience of simple office / operational systems (Minimum 6 months)

Managerial Experience

Not applicable

Education

Diploma

Required Behavioural Competencies

Customer Focus
Ensures Accountability
Communicates Effectively
Instils Trust
Decision Quality
Plans and Aligns

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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