24 Sanlam jobs in Western Cape

We're looking to hire an energetic candidate within our sales team with the intent of training and growing his/her prospects in this industry. The candidate will receive immense training on customer service, sales techniques and leadership and also how to properly accumulate the skills in order to be more effective in his or her work. This role includes day to day interaction with customers on a face to face basis within a retail environment, attaining new business for the company and being active in the store while adding value to customers and staff alike. It also requires someone who sees opportunities from afar and is able to grab it with both hands. Career growth opportunities are available and we are always grooming our employees for growth within the company as our policy is to only promote from within. If we want you to be the best, we of course have to train you to be the best. We invest heavily in our human resources and you will receive world class training and be FAIS and FICA compliant and receive the best sales and leadership training on offer in the industry. The Requirements for the Post ; A Matric Certificate Friendly and attractive attitude Good Communication Skills The ability to withstand challenges and be able to improvise Have any other Level 4 certificate Ability to communicate clearly in English Ability to work independently without supervision Be computer literate The Key Expectations ; Achieve weekly sales targets You will be working under a team leader and will have to be a team player You will receive training from our best trainers Attend the training regularly You will be expected to be able to solve problems you may encounter Clear communication with relevant stake holders Must be presentable at all times Experience ; A sales background will be beneficial but it is not required as we provide full training 0-1 year retail experience

We're looking to hire an energetic candidate within our sales team with the intent of training and growing his/her prospects in this industry. The candidate will receive immense training on customer service, sales techniques and leadership and also how to properly accumulate the skills in order to be more effective in his or her work. This role includes day to day interaction with customers on a face to face basis within a retail environment, attaining new business for the company and being active in the store while adding value to customers and staff alike. It also requires someone who sees opportunities from afar and is able to grab it with both hands. Career growth opportunities are available and we are always grooming our employees for growth within the company as our policy is to only promote from within. If we want you to be the best, we of course have to train you to be the best. We invest heavily in our human resources and you will receive world class training and be FAIS and FICA compliant and receive the best sales and leadership training on offer in the industry. The Requirements for the Post ; A Matric Certificate Friendly and attractive attitude Good Communication Skills The ability to withstand challenges and be able to improvise Have any other Level 4 certificate Ability to communicate clearly in English Ability to work independently without supervision Be computer literate The Key Expectations ; Achieve weekly sales targets You will be working under a team leader and will have to be a team player You will receive training from our best trainers Attend the training regularly You will be expected to be able to solve problems you may encounter Clear communication with relevant stake holders Must be presentable at all times Experience ; A sales background will be beneficial but it is not required as we provide full training 0-1 year retail experience

Job Purpose

iMas Insurance Brokers is looking for Independent Insurance Sales Agent within Bellville and surrounding areas, with knowledge and experience in Life Insurance, specifically targeting the retail mass market. These individuals should be self-starters with an entrepreneurial flair and the capability to work independently.

Job Specifications

iMas Insurance Brokers provides you the benefit of:

• A well-established and reputable brand in our target market
• A lucrative commission split
• Compliance and admin office support
• Infrastructure to support sales activities
• Multiple product offerings
• Comprehensive financial wellness training programme
• Focusing on well-established networks in the retail mass market sectors

Minimum requirements

Our Independent Broker must comply with the minimum qualification and experience:

• Matric
• A tertiary qualification (advantageous)
• FSCA recognized qualification, as per FAIS requirements (advantageous)
• Regulatory Exam for Representatives (RE5) (advantageous)
• Minimum 1 year sales experience in the life insurance industry
• Clear ITC
• Clear criminal record
• Valid drivers license (advantageous)

Company Overview

Beech Financial Solutions is The Top Franchise of a Well-established Insurance Brand.

We have an amazing opportunity for vibrant, energetic and ambitious individuals to join our team.

This is an office based role and our offices are based in Brackenfell, Cape Town, 7560

Role Overview

The ideal candidate will deliver personalized sound financial solutions to help clients work toward their long-term financial goals and plan for the unforeseen. They should be comfortable in selling financial products and services to clients, proudly represent the Brand and deliver an unforgettable customer experience.

Qualifications

· Matric / Grade 12 - Non negotiable

· RE5 or Tertiary qualification in Finance/ Insurance - Advantageous

· years of Sales experience

· Experience within the Financial Sector - Advantageous

· Strong understanding of the investment business

· Excellent interpersonal skills

· Proven experience in sales and customer service

· Self-motivated and goal-orientated

This role is commission based with uncapped commission and HIGH earning potential.

Metropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.

Visit us:

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose
Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability

Requirements

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 1 - 2 years' experience for individuals with undergraduate degree (preferred)
• 2 - 3 years in a Sales environment
• Strong computer literacy skills
• Fluency in English

Duties & Responsibilities
Requirements

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 1 - 2 years' experience for individuals with undergraduate degree (preferred)
• 2 - 3 years in a Sales environment
• Strong computer literacy skills
• Fluency in English

Duties:

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients' financial requirements.
• Accurately record client information and sales details
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.

Competencies

• Verbally fluent
• Numerical reasoning ability
• Be able to plan and manage their time.
• Self-reliant
• Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
• Manage relationships well.
• Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
• Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)

Metropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.

Visit us:

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose
Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability

Requirements
Requirements

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 1 - 2 years' experience for individuals with undergraduate degree (preferred)
• 2 - 3 years in a Sales environment
• Strong computer literacy skills
• Fluency in English

Duties & Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients' financial requirements.
• Accurately record client information and sales details
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.

Competencies

• Verbally fluent
• Numerical reasoning ability
• Be able to plan and manage their time.
• Self-reliant
• Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
• Manage relationships well.
• Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
• Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)

Company Description

At Zen BlueStar, we bridge the gap between financial confidence and wellness. Our team of expert financial planners offers holistic planning to address all financial and fiduciary needs. Based in the picturesque town of Somerset West, we are authorized by Sanlam, ensuring dedicated, bespoke solutions tailored to each client's specific needs and circumstances. Join us on a journey towards financial confidence and wellness.

Role Description

This is a full-time hybrid role for a Financial Advisor based in Somerset West, Helderberg Region, Cape Town. The Financial Advisor will be responsible for providing tailored financial planning and advisory services, managing retirement and Risk planning, and making investment recommendations. Daily tasks will include meeting clients, assessing their financial needs, drafting and implementing customized plans, and ensuring clients meet their financial goals.

Qualifications

• Expertise in Financial Planning, Finance, and Financial Advisory skills
• Experience in Retirement Planning and Investments
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team in a hybrid work environment
• Relevant certifications such as CFP or equivalent are a plus
• Bachelor's degree in Finance, Economics, or a related field