Broker Sales Agent

Sanlam; Midrand; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services company is seeking an experienced professional to join their Broker Client services team. The role involves handling inbound queries from brokers and clients, as well as underwriting requests. Candidates must have a positive attitude and at least 3 years of experience in the short-term insurance industry. Join us to grow and contribute to a vibrant workplace culture.

Qualifications

• Minimum 3 years inbound call centre and broker experience.
• Minimum 3 years short term insurance experience.

Responsibilities

• Build rapport with brokers and assist with quotes.
• Follow up on leads and close deals effectively.
• Ensure compliance with industry regulations.

Skills

Customer Service

Attention to detail

Problem solving

Education

Matric / NQF 4

Regulatory Exam (RE 5)

Full FAIS Credits

Job description

Overview

Who are we?

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, Freedom, 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!

What will you do?

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. You will be attending to incoming queries either telephonic or via email from both Brokers and Broker Clients and doing underwriting if requested by the client or broker client.

Minimum Qualification Required

• Regulatory Exam (RE 5)
• Matric / NQF 4
• Full FAIS Credits

Minimum Experience

• Minimum 3 years Inbound call centre and broker experience.
• Minimum 3 years short term insurance in our industry.

Deliverables

1. Sales & Revenue Generation
   • NewPolicy Sales – Building rapport with, and assisting brokers with quotes, and underwriting policies.
   • LeadConversion – 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.
2. Customer Engagement
   • 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.
3. 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.

Competencies Required

• 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

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 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.

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: 15 September 2025

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.