How to apply for the Sales Consultant (PG9/10) position at SanlamConnect Polokwane (closing date 24 September 2025). Step-by-step application guide, requirements, and tips to stand out.
Introduction
If you’re looking for a professional sales role within the financial services industry, the Sales Consultant (PG9/10) position at SanlamConnect in Polokwane, Limpopo is a golden opportunity. Sanlam Group is one of South Africa’s most reputable financial services providers, known for building strong, lasting relationships with its employees and financial advisors.
This guide will walk you step by step through how to apply for the role, what the job entails, the minimum requirements, and tips to improve your chances of success.
1. Understanding the Job Role
The Sales Consultant is responsible for marketing Sanlam’s solutions to a portfolio of financial advisors, driving campaigns to grow advisor business, and assisting in meeting sales targets.
Key tasks include:
- Providing ongoing technical advice and support to financial advisors.
- Partnering with advisors to reach production targets.
- Sourcing new business opportunities in advisors’ practices.
- Managing leads and campaigns.
- Assisting with new business, underwriting, claims, replacements, and quotations.
- Helping advisors with competitor quotes.
Compliance is also a key part of the job. You’ll ensure that advisors understand and use compliance tools correctly and that they’re aware of the implications of non-compliance.
Finally, you’ll support projects and activities that drive production and network with stakeholders in the sales process.
2. Why Work for Sanlam?
Sanlam offers a work environment built on respect, growth, and recognition. Employees are:
- Recognised for their capabilities.
- Rewarded for performance.
- Supported in personal development.
The company also promotes transformation and diversity, ensuring an inclusive and equitable work environment.
3. Minimum Requirements
Before you apply, check that you meet the following requirements:
- Qualifications:
- RFP 1, 2 or 3, or Wealth Management 1, 2 or 3.
- An industry-related qualification is advantageous.
- Regulatory Exam (RE) advantageous.
- Experience:
- At least 2 years’ experience in marketing and financial services sales.
- Knowledge of the agency distribution model and processing requirements is advantageous.
- Skills:
- MS Office (Excel, Word, PowerPoint), Outlook, SanFin, AUTONUB.
- Business and product knowledge (Sanlam + competitors).
- Understanding of relevant legislation and compliance.
- Marketing principles, sales processes, and administration skills.
- Personal Attributes:
- Service and customer orientation.
- Natural relationship builder.
- Goal and target motivated.
- Pro-active and energetic self-starter.
- Socially confident and excellent communicator.
- Willingness to travel.
- Other:
- Own reliable vehicle and valid driver’s licence.
- Ability to communicate effectively in English and Afrikaans.
4. How to Apply – Step-by-Step
Step 1: Prepare Your Documents
Before you start the application, make sure you have the following ready:
- Updated CV/Resume highlighting your sales, marketing, and financial services experience.
- Certified copies of qualifications, including RFP or Wealth Management certificates.
- Regulatory Exam results (if applicable).
- Valid driver’s licence copy.
- Cover letter tailored to the Sales Consultant role.
Step 2: Visit Sanlam’s Careers Page
Go to the Sanlam Group Careers website. Use the search bar to find “Sales Consultant (PG9/10): SanlamConnect Polokwane” or filter by Location: Polokwane and Business Unit: SanlamConnect.
Step 3: Register or Log In
You’ll need to either create an online profile or log into your existing one. This allows you to upload documents, track your application, and get updates.
Step 4: Complete the Online Application Form
Fill in all required fields carefully. Double-check your contact details and employment history.
Step 5: Upload Supporting Documents
Attach your CV, cover letter, qualifications, and any other requested documents. Ensure files are clear, readable, and in accepted formats (PDF or Word).
Step 6: Review and Submit
Before submitting, review everything to ensure accuracy. Once you click submit, your application will be sent to the recruitment team.
Step 7: Monitor Your Email
The shortlisting process begins after the closing date (24 September 2025). Keep an eye on your inbox for updates.
5. Tips to Increase Your Chances
- Tailor your CV to highlight financial services and sales achievements.
- Mention your knowledge of Sanlam products and competitors in your cover letter.
- Show your compliance awareness – recruiters value applicants who understand regulatory requirements.
- Use metrics – e.g., “Achieved 120% of sales targets in 2024” makes a stronger impression.
- Get references from past managers in sales or financial services.
- Be ready for an interview soon after the closing date.
6. What Happens After You Apply
- Shortlisting starts after the closing date (24 September 2025).
- If shortlisted, you’ll be invited for an interview or assessment.
- You may undergo background checks (credit, criminal, and qualification verification).
- Successful candidates receive an offer of employment and begin onboarding.
7. Common Questions
Q: Can I apply without the RFP or Wealth Management qualifications?
A: It’s recommended to have them, but an industry-related qualification may also be acceptable. Regulatory Exam is advantageous but not always mandatory.
Q: Do I need to be bilingual?
A: Yes, you should be able to communicate effectively in both English and Afrikaans.
Q: Is travel required?
A: Yes, you’ll need your own reliable vehicle and valid driver’s licence.
Q: When will I hear back?
A: After the closing date, depending on shortlisting progress and manager availability.
8. Why Polokwane Is a Great Location
Polokwane is the economic hub of Limpopo, making it a great base for financial services professionals. Working in this region gives you access to a growing market of clients and advisors.
9. Final Checklist Before Applying
- ✅ Meet the minimum qualifications and experience.
- ✅ Prepare all necessary documents.
- ✅ Tailor your CV and cover letter to SanlamConnect.
- ✅ Submit before 24 September 2025.
- ✅ Be ready for interviews and assessments.
10. Conclusion
The Sales Consultant (PG9/10) role at SanlamConnect Polokwane offers a challenging yet rewarding career path. By following this step-by-step guide, you can confidently submit your application and position yourself as a strong candidate.
Sanlam is looking for proactive, customer-focused, and results-driven professionals – if that describes you, now is the perfect time to apply.
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