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.
Purpose of the Role
To independently drive sales growth by converting leads, managing customer relationships, and delivering appropriate product solutions while balancing volume targets with basic suitability and compliance requirements.
Overview of Role Responsibilities
Customer Relationship Development / Prospecting - Level 4 - Process Expert
Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.
Sell Customer Propositions - Level 4 - Process Expert
Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
Service-Related Upselling and Cross-selling - Level 4 - Process Expert
Present additional products/services during service interactions.
Sales - Level 4 - Process Expert
Deliver mostly routine sales support services.
Sales Pipeline and Forecast - Level 4 - Process Expert
Carry out routine sales pipeline and forecasting tasks according to established protocols.
Required Skills
Initiates Compelling Sales Conversations - Intermediate
Works at an intermediate level to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works with guidance.
Knows the Buying Influences - Intermediate
Works at an intermediate level to accurately identify and understand the key buying influences pertaining to an opportunity. Typically works with guidance.
Manages Buyer Indifference - Intermediate
Works at an intermediate level to acknowledge a client's indifference before continuing the sales call and asks questions to understand the circumstances surrounding the indifference. Typically works with guidance.
Systems and Tools - Sales - Intermediate
Works at an intermediate level to leverage customer relationship management (CRM) software, sales automation platforms, and other relevant sales technologies to manage customer relationships, develop sales proposals, track sales performance, and optimize the sales process. Typically works with guidance.
Direct Sales - Intermediate
Works at an intermediate level to maximize the volume and value of sales made directly with clients and accounts. Typically works with guidance.
Builds Rapport - Intermediate
Works at an intermediate level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works with guidance.
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
Education
Grade 12 or Diploma with 3 to 4 years related experience.
Required Behavioural Competencies
Customer Focus Communicates Effectively Ensures Accountability Plans and Aligns Manages Complexity Interpersonal Savvy
Turn Around 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 Friday , 30 October 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 LIFE environment to start 1 February 2027 and the next phase of the recruiting process if you are successfully shortlisted is a telephonic pre-screen interview.
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.
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