Sales Executive: Retail Affluent: Multi Data: Bellville: PG 8/9

  • Full Time
  • Bellville, Western Cape, South Africa

Sanlam Group

Sales Executive: Retail Affluent: Multi Data: Bellville: PG 8/9

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Date: 09-Oct-2020


Bellville, Western Cape, South Africa

Sanlam Group

Who are we?

The Sanlam Personal Finance (SPF) cluster is responsible for Sanlam’s retail business in South Africa. SPF provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.

What will you do?


Outputs / Core Tasks:




  • Achievement of set sales targets, activity targets and business goals in line with business strategy.
  • Business to Business selling is vital. This is not an Insurance product.
  • Direct selling of products into the Financial Services companies, SME market (schools, churches, security companies, NPO’s, emerging markets, etc.) where a need for e-commerce, debit order and electronic payment products has been identified.
  • Identifying opportunities for the sale of Sanlam Multi Data products through creative generation of own leads.
  • Elaborating individual sales plans in conjunction with the Head of Sales if a larger potential customer is identified.
  • Consolidating the database of potential customers on Reports.
  • Delivering regular feedback on sales activities, competitor activities and areas of concern.
  • Ability to be largely self-managed and driving own sales activities.
  • Capitalizing on cross selling opportunities with own and assigned client base in order to achieve sales targets.




  • Compliance with Sanlam Multi Data policies and procedures.
  • Build and maintain effective business relationships with customers.
  • To ensure all submitted customer applications and documentations are complete and error free.
  • To follow up on document discrepancies.
  • Minimize errors and act upon them for correction and re-submission if any.
  • To provide sales MIS to Head of Sales on a regular basis.
  • To provide ongoing customer / market feedback to Head of Sales to improve business.
What will make you successful in this role?






  • Grade 12
  • Diploma / Degree in sales related field will be an advantage.




  • At least 2 years proven sales experience in a business to business environment with well-established networks where targets are consistently achieved.
  • Sales experience in e-Commerce / Banking / EFT Bureau understanding the product.
  • Proven focused on making money through achieving targets (provide evidence and examples).
  • Experience in generating own leads.
  • Experience in face to face interaction with business clients.




  • Sound business acumen
  • Sales process knowledge
  • General knowledge of relevant legislation (FICA, POPI, etc.) will be an advantage.
  • Competitor product knowledge will be an advantage.




  • Communicates effectively
  • Entrepreneurship
  • Proven sales skills in hunting of new business
  • Decision quality
  • Cultivates innovation
  • Concern for accuracy
  • Plans and aligns
  • Customer focus
  • Collaborates
  • Builds networks
  • Drives engagement
  • Drives results
  • Computer skills (MS Office)


*Please note travelling within the Western Cape will be a requirement. Therefore, successful candidates need to have a valid driver’s licence and own reliable transport.

Knowledge and Skills
New business targets
Existing business processing
Appointment preparation
Client appointments and liaison
Partnership Building
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 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.

Core Competencies
Cultivates innovation – Contributing independently
Customer focus – Contributing independently
Drives results – Contributing independently
Collaborates – Contributing independently
Being resilient – Contributing independently
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. 


Closing Date: 23 October 2020

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group’s Employment Equity plan and targets will be considered as part of the selection process.

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