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Leads Consultant : Sanlam Direct Cape (PG 6)

Leads Consultant : Sanlam Direct Cape (PG 6)

Sanlam GroupBellville, ZA
20 hours ago
Job description

Job title : Leads Consultant : Sanlam Direct Cape (PG 6)

Job Location : Western Cape, Bellville

Deadline : December 10, 2025

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What will you do?

  • The core focus of this role is generating quality sales opportunities for the Distribution channels.
  • Key responsibilities for this role are;

  • Achieve the minimum production norms & targets set
  • Quality outbound calls to clients with the aim of creating quality sales opportunities
  • Adhere to the quality standards of the Sanlam Direct CCC
  • Record client information and requests on the Sentrix system
  • Handle and appropriately refer customer complaints and objections
  • What will make you successful in this role?

    Qualification & experience

  • Matric (or equivalent qualification)
  • Call Centre experience (Outbound would be an advantage)
  • Previous financial services experience will be advantageous
  • Minimum 3 years Call Centre experience
  • Knowledge and skills

  • MS : Office (Excel, Word, PP, Outlook)
  • Knowledge of Sentrix
  • Core Competencies

  • Cultivates Innovation
  • Client Focus
  • Drives Results
  • Collaborates
  • Flexible and Adaptable
  • Personal Attributes

  • Plans and Aligns
  • Communicates Effectively
  • Action Orientated
  • Optimising Work Processes
  • Treating Customers Fairly
  • Customer Service  jobs
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    Consultant Direct Pg • Bellville, ZA

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