Broker Sales Agent

Sanlam Limited; Gauteng; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services company in South Africa, is seeking a Broker Client Services specialist. The role involves managing client inquiries, underwriting policies, and achieving sales targets. Candidates should have at least 3 years of experience in inbound call centres and short-term insurance. A strong focus on customer service and effective communication is essential. The ideal candidate will also work well under pressure and be detail oriented, with flexible working hours.

Qualifications

• Minimum 3 years inbound call centre and broker experience.
• Minimum 3 years short-term insurance experience in the industry.
• Self-disciplined, self-motivated, and solution-oriented.
• Attention to detail and able to work flexible hours.

Responsibilities

• Attend to incoming queries via phone or email from brokers and clients.
• Underwrite policies upon request from clients or brokers.
• Build rapport with brokers for new policy sales and quotes.
• Follow up on leads, qualify prospects, and close deals.

Skills

Strong communication skills

Active listening

Customer service orientation

Problem-solving skills

Job description

Miway is a direct financial services company.

We are passionate about service excellence, convenience and offering our clients superior value products.

Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella – all managed online.

We are positive that with the right people on board, we will continue to grow and give our clients the freedom to do things their way – free from worry and most importantly at peace with all the "what-ifs" of the world.

Company values that every employee subscribes to are: Energy, Creativity, Accountability and Attitude.

The ideal candidate is one who has the courage to be bold and subscribes to Miway's core values!

Do you have a positive attitude, love a challenge, treat your colleagues with respect and look for solutions, not problems?

If yes, then Miway is the place for you!

We are looking for a very strong candidate to join our Broker Client Services team.

You need to be passionate about people, display professionalism in dealing with clients and Brokers.

Responsibilities

• Attend to incoming queries via phone or email from both Brokers and Broker Clients.
• Underwrite policies when requested by the client or broker client.
• New Policy Sales – Build rapport with brokers and assist with quotes and underwriting policies.
• Lead Conversion – Effectively follow up on leads, qualify prospects, and close deals.
• Upselling & Cross‑Selling – Offer additional coverage or bundled policies to maximize customer value.
• Meeting & Exceeding Sales Targets – Achieve individual and team sales quotas and KPIs.
• Needs Analysis – Assess customer needs to recommend suitable insurance solutions.
• Follow‑Ups & Callbacks – Proactively follow up with potential brokers/customers who have expressed interest.
• Handling Objections – Overcome objections and concerns to close policies effectively.

Qualifications & Experience

• Minimum 3 years inbound call centre and broker experience.
• Minimum 3 years short‑term insurance experience in our industry.
• Strong communication and active listening skills.
• Self‑disciplined, self‑motivated, problem‑solving with a solution‑oriented mindset.
• Attention to detail, presentable, and able to work flexible hours.
• Broker / Customer focused and results‑oriented.

Compliance & Accuracy

• Regulatory Adherence – Ensure sales processes comply with insurance industry regulations and company policies.
• Quality Assurance – Maintain high call quality and adhere to call scripts and sales guidelines.

Desired Qualities

• Self‑disciplined
• Self‑motivated
• Problem‑solving skills and solution‑oriented
• Presentable
• Attention to detail with active listening skills
• Able to work flexible hours
• Broker / Customer focused
• Results oriented

Knowledge and Skills

• Customer Service
• Team Support
• Administration
• Quality, compliance and accreditation

Personal Attributes

• Communicates effectively – Contributing dependently
• Decision quality – Contributing dependently
• Action orientated – Contributing dependently
• Optimises work processes – Contributing dependently

Core Competencies

• Cultivates innovation – Contributing dependently
• Customer focus – Contributing dependently
• Collaborates – Contributing dependently
• Being resilient – Contributing dependently
• Drives results – Contributing dependently

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.

Deadline to apply: 19 November

Our commitment to transformation

At Miway we believe in cultivating a positive and dynamic working environment that gives you freedom and opportunity to succeed.

Miway is committed to transformation and embracing diversity. This is what drives us to achieve a multicultural workplace with employment equity as a key goal to create an inclusive workforce, reflective of the demographics of our society.

Build a successful career with us. We are 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.