Customer Service Agent jobs in South Africa

Who are we?

SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients and intermediaries. 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?

This role will report to the Business Manager. This is a third party marketing and relationships building role serving as an interface between Sanlam and Authorised Principals (AP) and their advisors. The Sales Consultant markets and promotes Sanlam products to Authorised Principals and advisors operating in the senior segment. The Sales Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skills Authorised Principals and their advisors with relevant information, tools and technologies that will enable the Authorised principals and advisors in their practice.

1. Provide Authorized Principal and advisors with support and assistance to grow their practice.
2. Administration and processing of business.
3. Drive sales and business building activities with Authorized Principal and advisors.
4. Build sound partnering relationships with the product provider resources, the Authorized Principal advisors/service agents and Sanlam.

What will make you successful in this role?

Must be comfortable working in a target driven, competitive, sales orientated environment.

• Service and customer orientated.
• Natural relationship builder.
• Pro-active, self-starter and energetic.
• Goal and target motivated.
• Sales and marketing orientation.
• Socially confident and skilled to communicate well.
• Willingness to travel.

Qualification & experience

• Wealth Management 3 or equivalent.
• An industry related qualification would be advantageous.
• RE 5 would be advantageous.
• Minimum 4 years’ experience in Financial Services sales environment with a history of success.
• Thorough understanding of the tied-adviser distribution model and supporting processing requirements would be advantageous.

Knowledge and skills

• MS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUB.
• Valid driver’s licence.
• Own reliable motor vehicle.
• Business Management.
• Financial Services Industry Knowledge.
• Financial Services Product Knowledge (Sanlam and competitors).
• Relevant regulatory legislation and compliance knowledge.
• Basic legal technical knowledge.
• Marketing principles.
• Sales process and steps.
• Training/coaching others.
• Solid administration skills.

Personal qualities

• Cultivates innovation.
• Client centricity.
• Results driven.
• Collaboration.
• Flexibility and adaptability.
• Business insights.
• Decision quality.
• Action Oriented.
• Plans and aligns.
• Treating Customers Fairly.

Process for application

If you meet the above criteria, and are interested in applying for this role, please submit your CV. The closing date for applications is 09/04/2025.

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.

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.

Our aim is to help you 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 business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.