About Company
Sanlam is a leading diversified financial services group, established in 1918. With a rich history of empowering generations, Sanlam offers a comprehensive range of financial solutions to individuals, groups, and institutions across South Africa and selected markets internationally. Our purpose is to empower people to live their best lives, and we achieve this by providing expert advice and innovative financial products including life insurance, wealth management, short-term insurance, and investments. We are committed to fostering a culture of integrity, client-centricity, and continuous improvement, supporting our employees with opportunities for growth and development within a dynamic and supportive environment. Join us and be part of a company that truly makes a difference in people’s lives.
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Job Description
Are you a highly motivated and client-focused individual with a passion for helping others secure their financial future? Sanlam, a trusted leader in financial services, is seeking a dynamic Hybrid Insurance Agent to join our team in Bothaville, Free State. This unique role offers the best of both worlds – the flexibility of remote client engagement combined with the collaborative support and resources of our local office. As a Hybrid Insurance Agent, you will be instrumental in building lasting relationships with clients, understanding their unique financial needs, and providing tailored insurance and investment solutions that align with Sanlam’s trusted product portfolio.
Your primary focus will be on prospecting new clients within the Bothaville community and surrounding areas, conducting thorough financial needs analyses, and presenting comprehensive solutions that include life insurance, disability cover, retirement planning, and investment products. This role requires a proactive approach to sales, excellent communication skills, and a genuine desire to make a tangible impact on clients’ lives. You will benefit from Sanlam’s extensive training programs, cutting-edge digital tools, and a strong brand reputation that opens doors. We are looking for someone who is not just a salesperson, but a trusted advisor capable of guiding clients through complex financial decisions with empathy and expertise. If you thrive in an environment that values entrepreneurial spirit, professional development, and community engagement, then this is the perfect opportunity for you to grow your career with a well-established and forward-thinking financial institution. The hybrid model means you will have the autonomy to manage your schedule, balancing client visits and remote work with regular in-office presence for team meetings, training, and collaborative strategizing.
Key Responsibilities
- Proactively identify and develop new client leads through networking, referrals, and community engagement within the Bothaville area.
- Conduct comprehensive financial needs analyses for prospective and existing clients, utilising both virtual and in-person consultation methods.
- Present and explain Sanlam’s range of life insurance, investment, and wealth management products clearly and effectively to diverse client groups.
- Customise financial solutions to meet individual client objectives and risk profiles, ensuring optimal value and relevance.
- Ensure all sales activities and client interactions comply with industry regulations (FAIS, FICA, etc.) and company policies.
- Maintain ongoing relationships with clients, providing regular reviews and updates to their financial plans as their needs evolve.
- Administer policy applications, manage client documentation, and resolve client queries efficiently and professionally.
- Continuously update product knowledge and industry trends through ongoing training, workshops, and professional development initiatives.
- Achieve and consistently exceed sales targets and key performance indicators set by the branch management, contributing to overall team success.
Required Skills
- Proven sales and negotiation skills, preferably within the financial services or insurance sector.
- Excellent verbal and written communication skills in both English and Afrikaans.
- Strong interpersonal and relationship-building abilities, with a client-centric approach.
- Ability to work independently, manage a pipeline effectively, and demonstrate strong self-motivation.
- Proficiency in using CRM software, digital communication tools, and Microsoft Office Suite.
- Goal-oriented with a strong drive for success and a commitment to client satisfaction.
- Valid driver's license and own reliable transportation for client visits and office days.
Preferred Qualifications
- A tertiary qualification (Diploma or Degree) in Finance, Business, Marketing, or a related field.
- RE5 (Regulatory Examination for Representatives) certificate is highly advantageous.
- Prior experience as an Insurance Agent, Financial Advisor, or similar sales role.
- Existing client base or established network within the Bothaville and surrounding areas.
Perks & Benefits
- Competitive basic salary with attractive commission structures and performance bonuses.
- Comprehensive product and sales training programs designed for continuous skill enhancement.
- Access to a wide range of marketing tools and robust lead generation support.
- Significant opportunities for professional growth and career advancement within Sanlam.
- Contribution to medical aid and provident fund for financial security.
- Flexible hybrid work model promoting work-life balance and autonomy.
- Supportive team environment, mentorship opportunities, and collaborative culture.
How to Apply
Interested candidates are invited to submit their detailed CV and a comprehensive cover letter outlining their suitability for this Hybrid Insurance Agent role. Please click on the application link below to apply directly through Sanlam’s careers portal. Ensure your application clearly demonstrates your sales experience, financial services knowledge, and passion for helping clients achieve their financial goals.
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