🏢 Company: MiWay, Sanlam Group
📍 Location: Midrand, Gauteng, South Africa
💼 Employment Type: Permanent, Full-time
📚 Department: Broker Client Services
⏳ Application Deadline: 19 December 2025

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About MiWay

MiWay is a direct financial services provider known for industry-leading customer service, innovation, and digitally driven solutions. With a vision to deliver convenience and value through a full range of online-managed products, MiWay thrives on Energy, Creativity, Accountability, and a Winning Attitude.

If you love solving problems, working with people, and driving outcomes, MiWay offers an empowering, growth-focused environment.

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Role Overview

The Broker Sales Agent supports MiWay’s Broker Client Services team with inbound queries from brokers and broker clients, policy underwriting, needs assessments, and driving sales conversions. The role requires a confident communicator, a customer-obsessed approach, and strong short-term insurance experience.

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Key Responsibilities

1. Sales & Revenue Generation

• Build rapport with brokers, deliver accurate quotes, and complete underwriting.

• Follow up on leads and convert qualified prospects into active policies.

• Upsell and cross-sell additional cover options to maximise client value.

• Meet and exceed sales targets and KPIs.

2. Customer Engagement

• Conduct thorough needs analyses to recommend appropriate insurance solutions.

• Follow up on outstanding leads, callbacks, and pending queries.

• Address objections confidently and provide clear, professional responses.

3. Compliance & Accuracy

• Ensure all processes follow FAIS, RE5, and industry regulations.

• Maintain accurate records, follow scripts where required, and uphold quality assurance standards.

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Minimum Qualifications

• Matric / NQF 4

• Regulatory Examination (RE5)

• Full FAIS Credits

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Minimum Experience

• 3+ years inbound call-centre and broker service experience

• 3+ years experience in the short-term insurance industry

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Required Competencies

• Discipline and self-motivation

• Strong problem-solving ability

• Professional and presentable

• Attention to detail and active listening

• Flexibility to work varied hours

• Broker-focused, customer-centric, and results-driven

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Knowledge & Skills

• Customer service excellence

• Administration and policy processing

• Quality, compliance, and accreditation

• Team collaboration

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Personal Attributes

• Effective communication

• Strong decision-making

• Action-oriented approach

• Process optimisation

• Collaboration and teamwork

• Resilience under pressure

• Ability to drive results

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Career Growth at Sanlam Group

MiWay employees benefit from development opportunities within the wider Sanlam Group, which spans:
Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, and Group Office.
The organisation is committed to long-term employee development and career advancement.

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CV & Application Tips

Emphasise Regulatory Credentials

Place RE5, FAIS credits, and NQF details prominently at the top of your CV.

Show Sales Metrics Clearly

Include conversion rates, retention percentages, lead turnaround times, or sales achievements.

Demonstrate Broker Interaction Experience

Describe the types of brokers you’ve serviced, volume handled, and complexity of queries.

Highlight Objection Handling Skills

Provide real examples of challenges you solved and dissatisfied customers you converted.

Quantify Customer Service Work

Use metrics such as first-call resolution, call quality scores, or average handling times.

Show Proficiency with Insurance Systems

Mention software/tools used: policy management systems, CRM platforms, underwriting systems.

A strong, structured, metrics-focused CV will significantly increase your chances of selection.

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Company Policy / Employment Equity Statement

MiWay and the Sanlam Group are committed to transformation, diversity, and creating an inclusive workforce. All employment decisions align with Employment Equity objectives and applicable labour legislation. All suitably qualified applicants will be fairly considered without discrimination.