Short-term Insurance Sales Consultant: Sanlam Direct Cape (PG 7)

Sanlam Limited; Bellville; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider is seeking a Short-term Insurance Sales Consultant in Bellville, Western Cape. This role involves telephonic sales of car and household insurance, achieving sales targets, and managing compliance measures. Candidates should have a Grade 12 qualification and experience in outbound sales. Knowledge of financial regulations and fluency in English and another South African language are required. This position is essential for client relationship building while upholding service quality and operational efficiency.

Qualifications

• At least 1 and a half years’ experience within a Sales Outbound Call Centre or 2 years’ face-to-face sales experience.
• Financial services experience is advantageous.
• RE Exam is advantageous.

Responsibilities

• Sales of Insurance (car and household) telephonically.
• Achievement of sales targets and objectives.
• Adherence to Quality and Compliance processes to minimize business risk.

Skills

Good understanding of Financial Services Industry related legislation and regulation

Understanding of sales processes and servicing industry

Outbound Sales experience

Fluency in English and one other South African official language

Clear criminal and credit record

Commitment to the FAIS Act

Education

Grade 12 qualification

Personal Lines NQF Level 4 and/or 30 FAIS Credits with certificate

Job description

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Short-term Insurance Sales Consultant: Sanlam Direct Cape (PG 7)

Location: Bellville, Western Cape, ZA

Who are we?

Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face‑to‑face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. Ultimately we grow and protect wealth.

What will you do?

• Sales of Insurance (car and household) telephonically
• Achievement of sales targets and objectives
• Adherence to Quality and Compliance processes to minimize business risk
• Manage quality & compliance against benchmarks to minimize business risk, with the client in mind
• Maintain optimal operational efficiencies based on productivity measures
• Adapt and change to fit in with changing business operational requirements
• Resolve complaints and objections
• Build and maintain good client relationships
• Managing information regarding new products, rate changes, rulings, training updates etc.
• Keep abreast of developments and trends in the Industry – self learning
• Ensure commitment to the FAIS Fit & Proper qualification requirements

What will make you successful in this role?

Qualification & experience

• Grade 12 qualification
• At least 1 and a half years’ experience within a Sales Outbound Call Centre, or at least 2 years’ face‑to‑face sales experience (with targets attached to the sales)
• Financial services experience (advantageous)
• RE Exam Advantageous
• Personal Lines NQF Level 4 and/or 30 FAIS Credits with certificate – Requirement (Short‑term Insurance)

Knowledge and skills

• Good understanding of Financial Services Industry related legislation and regulation
• Understanding of sales processes and servicing industry
• Outbound Sales experience is required
• Fluency in English and one other South African official language
• A clear criminal and credit record
• Commitment to the FAIS Act and meeting Fit & Proper qualification requirements
• Willingness to work overtime.

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently

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.

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.

The closing date for all applications is Sunday, 11th January 2026.

Please ensure that your CV attached to your application is an updated version of your entire working career to date.

We are looking for Sales Consultants within the SHORT-TERM environment to start by the 1st of March 2026. The next phase of the recruiting process, if you are successfully shortlisted, is a telephonic pre-screen interview.

Our commitment to transformation

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.