About Company
Sanlam is a leading diversified financial services group, established in South Africa in 1918. We are committed to helping our clients achieve financial stability and prosperity by providing a comprehensive range of financial solutions, including insurance, wealth management, and investment services. With a strong presence across Africa and select international markets, Sanlam boasts a rich history of innovation, client-centricity, and community development. We believe in empowering our employees to excel, fostering a culture of growth, integrity, and collaboration. Joining Sanlam means becoming part of a trusted brand that has been a cornerstone of financial security for over a century, offering unparalleled opportunities for professional development and making a tangible difference in people’s lives.
Job Description
Are you a driven, empathetic, and results-oriented individual with a passion for helping people secure their financial future? Sanlam, a titan in the financial services industry, is seeking dynamic Insurance Sales Consultants to join our vibrant team in Bloemfontein. This is a unique opportunity to build lasting relationships, provide expert client advisory services, and significantly impact the financial well-being of individuals and families in your community.
As an Insurance Sales Consultant, you will be at the forefront of our client engagement efforts. Your primary responsibility will be to identify prospective clients, understand their unique financial circumstances and needs, and craft tailored insurance and investment solutions that align with their goals. This role goes beyond just sales; it’s about becoming a trusted advisor, educating clients on the importance of financial planning, and guiding them through complex financial decisions. You will be responsible for managing the entire sales cycle, from initial prospecting and lead generation to client onboarding and ongoing relationship management. Success in this role is directly tied to your ability to build rapport, demonstrate exceptional product knowledge, and consistently achieve sales targets while upholding Sanlam’s high standards of ethical conduct and client service. We offer extensive training, robust administrative support, and an environment where your entrepreneurial spirit can thrive, backed by the strength and reputation of a leading financial institution. This commission-based role offers uncapped earning potential, rewarding your dedication and success generously.
Key Responsibilities
- Identify and actively pursue new business opportunities through various prospecting methods, including networking, referrals, and community engagement.
- Conduct comprehensive financial needs analyses for potential and existing clients to understand their financial goals, risks, and aspirations.
- Develop and present customized insurance, investment, and wealth management solutions that effectively meet client needs.
- Clearly explain complex financial products and concepts in an accessible manner to clients.
- Achieve and exceed monthly and annual sales targets and key performance indicators.
- Maintain a high level of product knowledge across Sanlam's diverse portfolio.
- Ensure all sales activities and client interactions comply with regulatory requirements and internal company policies.
- Provide exceptional ongoing client service, including regular reviews of financial plans and adjustments as needed.
- Build and nurture long-term client relationships based on trust, transparency, and professional advice.
- Attend regular training sessions and team meetings to enhance skills and stay updated on industry trends.
Required Skills
- Proven sales aptitude and a strong desire to succeed in a target-driven environment.
- Excellent communication, presentation, and interpersonal skills.
- Strong negotiation and persuasion abilities.
- High level of integrity, professionalism, and ethical conduct.
- Ability to work independently and as part of a collaborative team.
- Valid driver's license and own reliable transport.
- Computer literacy (MS Office Suite, CRM systems).
Preferred Qualifications
- Relevant tertiary qualification (e.g., Diploma or Degree in Financial Planning, Business, or Commerce).
- RE5 (Regulatory Examination) accreditation or a willingness to obtain it within a specified timeframe.
- Minimum of 1-2 years' experience in sales, financial services, or a client-facing role.
- Previous experience in the insurance or financial advisory sector.
Perks & Benefits
- Uncapped commission structure with highly competitive earning potential.
- Extensive initial and ongoing training and development programs.
- Access to a comprehensive suite of financial products and services.
- Dedicated administrative and technical support.
- Opportunities for career advancement and professional growth within a leading financial group.
- Recognition programs for top performers.
- Flexible work arrangements to support work-life balance (while meeting client needs).
- Group benefits (e.g., medical aid, provident fund) upon meeting eligibility criteria.
How to Apply
Interested candidates are encouraged to apply by clicking on the application link below. Please ensure your CV is up-to-date and highlights your relevant experience and qualifications. We look forward to reviewing your application and potentially welcoming you to the Sanlam team.