Customer Service Agent jobs in United Kingdom

Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We’re all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

What will you do?

This is a regional sales management role which is responsible for managing a team of new and vested Financial Advisors. You have to recruit advisors for your portfolio (new and experienced). You will be responsible for the training, vesting and development of all advisors in the portfolio.

Output/Core Tasks

The expectations of the role is to:

• Create and drive sales plans, targets and growth
• Marketing and business building support
• Coaching and development of FA's
• Manage business retention processes
• Compliance and risk management
• Enable practice management
• Oversee quality and productivity management
• Provide effective People and Performance Management
• Budgets and expense management of team
• Recruiting of New and Experienced Financial Intermediaries
  
  

What will make you successful in this role?

Qualification And Experience

• Extensive Financial Services experience in a marketing/sales environment
• Sales and Operational Management
• Leadership experience of a team/business unit
• Management Diploma
• Commercial/Financial or business related diploma/degree
• CFP/RFP3 or equivalent (i.e.: 120 credits)
• RE
• Sales experience in the insurance industry i.e. prospecting and closing skills
  
  

Knowledge And Skills

To be successful you will need to demonstrate good experience in:

I.t

• MS: Office (Excel, Word, Powerpoint, MS Teams, Zoom, Outlook)
• Knowledge of social media, Facebook, Tiktok and Instagram
• Use of Sanlam Advisor tools (i.e.: Sanfin, Leads program, Advice Partner, Sanlam Legacy, Sanport, Adviser Website etc)
• AUTONUB
• New business processes management
  
  

Business/Management

• Financial Services Industry Knowledge
• Financial Services Product Knowledge (Sanlam and competitors)
• Legal technical knowledge (product related)
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Business planning
• New and Existing business processes
• Management and approval of new business and quality of new business
• Advisor contracts and remuneration
• Developing and vesting new of advisers, experienced or new to the industry
• Train advisers, oversee sales activities and run the day to day operations
• Sales and marketing processes and practices
• Leads management and campaigns and competitions
• Management and leaderships skills to manage advisers
• Budgets and expense management
• Supervisory experience in financial services
  
  

Personal Qualities

• Cultivates Innovation
• Client Centricity
• Drives Results (Goals and KPI alignment)
• Collaborates
• Flexibility and Adaptability
• Drives Vision and Purpose of Sanlam and the Business Unit
• Business Insight
• Decision making qualities
• Treating Customers Fairly
• Natural ability to coach and mentor
• Good communication skills
• Presentation and negotiation skills
• The ability to motivate team members
• Time management
• Empathy
• Tech-savvy on critical sales software
  
  

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 the applications is 27 May 2025.

The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.