Job Description

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. 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 EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.

What will you do?

Perform outbound dialing on specified campaigns as contracted Handle online applications received via the website Contact interested clients and present the product to the client Achieving contracted performance targets Adherence to Quality and Compliance processes to minimize business risk Submit applications for fulfillment Maximize business opportunities Quality delivery / Recorded customer information Ensuring ongoing business relationships with clients

What will make you successful in this role?

Qualification & experience

Grade 12 qualification 2 years inbound/outbound experience in a call centre environment 1 year medical aid gap cover experience preferable Clear criminal and credit record

Knowledge and skills

Good understanding of Financial Services Industry related legislation and regulation Fluent in both English and Afrikaans (or English and one other South African Official languafe) Commitment to the FAIS Act and meeting Fit & Proper qualification requirements Outbound sales experience (advantageous) Willingness to work overtime.

Personal qualities

Selling skills Computer literacy Communication skills Planning and organising Building and maintaining relationships Treating Customers Fairly Initiative Results Driven/Achievement orientated Continuous learning Tenacity Decision making Problem solving

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

T

hurs

day, 16th October 2025.

Our commitment to transformation

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.