iRefer Sales Agent: HOE – MiWay / Sanlam Group
Vacancy Overview
Company: Sanlam Group – MiWay
Position: iRefer Sales Agent: HOE
Location: Johannesburg, Gauteng, South Africa
Employment Type: Full-Time
Industry: Financial Services / Short-Term Insurance
Date Posted: 28 August 2026
Minimum Qualification: Grade 12 / Standard 10 / NQF 4
Experience Required: Minimum 2 years’ Call Centre Sales experience
Closing Date: Not specified in the supplied advert
About MiWay
MiWay, part of the Sanlam Group, focuses on helping people live life on their own terms by providing products, services and solutions designed around customers’ needs. The organisation places strong emphasis on technology, innovation and simplifying the way customers interact with financial and insurance services.
MiWay also places importance on developing its employees and creating opportunities for career growth. As part of the wider Sanlam Group, employees have access to a broad financial-services environment spanning areas such as Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay and the Group Office.
The iRefer Sales Agent: HOE position forms part of MiWay’s sales environment and is suited to an experienced, target-driven sales professional with a background in call centre sales and short-term insurance.
Job Purpose
The primary purpose of the iRefer Sales Agent is to engage with both existing and prospective MiWay customers and promote and sell Value Added Products (VAPs).
The successful candidate will be expected to make the most of every customer interaction by identifying potential sales opportunities, understanding customer needs, providing relevant product information and using effective sales techniques to encourage product uptake.
The role is strongly target-driven, with the Sales Agent expected to achieve both daily and monthly sales targets while maintaining high standards of customer service, productivity, data accuracy and regulatory compliance.
Key Duties and Responsibilities
The iRefer Sales Agent will be responsible for:
- Engaging with existing and prospective MiWay customers.
- Promoting and selling Value Added Products (VAPs).
- Identifying sales opportunities during customer interactions.
- Maximising each customer interaction by identifying relevant products and solutions.
- Providing customers with accurate and appropriate product and service information.
- Understanding customer needs and recommending suitable solutions.
- Using persuasive and effective sales techniques to increase product uptake.
- Conducting outbound telesales activities.
- Servicing inbound customer queries and requests.
- Using predictive dialling technology where required to contact customers efficiently.
- Working towards and achieving daily sales targets.
- Working towards and achieving monthly sales targets.
- Maintaining high levels of productivity.
- Accurately capturing customer information and maintaining appropriate records.
- Completing administration and processing activities accurately.
- Maintaining quality standards throughout customer interactions.
- Following company policies, procedures and compliance requirements.
- Maintaining the required accreditation and regulatory standards.
- Providing quality service to both internal and external customers.
- Managing multiple responsibilities while maintaining service and sales performance.
- Working effectively under pressure in a target-driven environment.
Minimum Qualification Requirements
Applicants must meet the following minimum qualification requirements:
- Grade 12 / Standard 10 / NQF Level 4.
- RE5 Certificate, in accordance with the applicable DOFA date.
- Short-Term Insurance (STI) FAIS Credits, in accordance with the applicable DOFA date.
The RE5 and relevant FAIS requirements are particularly important because the role operates within the short-term insurance environment and involves selling insurance-related products.
Minimum Experience Requirements
Candidates should have:
- At least 2 years’ Call Centre Sales experience.
- Previous Short-Term Insurance experience.
- Previous iRefer experience in a target-driven environment.
- The ability to multitask effectively.
- The ability to cope with pressure and maintain performance.
- Strong punctuality and self-management abilities.
Experience in a target-driven sales environment will be valuable because the position requires consistent performance against daily and monthly sales objectives.
Knowledge and Skills
The role requires knowledge and ability in several important areas, including:
Outbound Tele-Sales
The successful candidate should be comfortable engaging customers through outbound telephone sales and using persuasive communication to identify opportunities and promote relevant products.
Inbound Customer Service
The Sales Agent will also need to handle inbound client queries and requests professionally and efficiently.
Administration and Processing
Accurate administrative work and processing are important components of the position. Customer information and sales records must be captured correctly and maintained appropriately.
Quality, Compliance and Accreditation
The candidate must understand the importance of quality standards, regulatory compliance and maintaining the required insurance-related accreditation.
Personal Attributes
MiWay is looking for individuals who demonstrate:
- Effective communication – able to communicate clearly with customers and colleagues.
- Situational adaptability – able to adjust to different customer situations and changing business requirements.
- Action orientation – willing to take initiative and act on sales opportunities.
- Persuasiveness – able to influence customers appropriately and communicate product value effectively.
Core Competencies
The successful candidate should demonstrate the following core competencies:
- Resilience – remaining motivated and effective despite challenges or sales pressure.
- Collaboration – working effectively with colleagues and internal teams.
- Innovation – contributing ideas and looking for better ways to serve customers and achieve results.
- Customer focus – keeping customer needs and service quality at the centre of interactions.
- Drives results – remaining focused on achieving sales and performance targets.
Who Should Apply?
This position is best suited to an experienced call centre sales professional who has worked in the short-term insurance industry and understands the demands of a target-driven environment.
Candidates with previous iRefer experience will be particularly aligned with the requirements of the position. Applicants should be comfortable making outbound sales calls, handling inbound customer queries, working with sales targets and using technology to manage customer interactions.
The ideal candidate should also be organised, punctual, resilient and capable of managing multiple tasks while maintaining quality and compliance standards.
Employment Details
Position: iRefer Sales Agent: HOE
Company: MiWay / Sanlam Group
Location: Johannesburg, Gauteng
Employment Type: Full-Time
Experience: 2+ years Call Centre Sales + Short-Term Insurance experience
Qualification: Grade 12 / NQF 4
Regulatory Requirements: RE5 + STI FAIS Credits as per DOFA
Industry: Insurance / Financial Services
Date Posted: 28 August 2026
MiWay’s Commitment to Transformation
MiWay states that it is committed to transformation, diversity and creating an inclusive workforce. The organisation aims to cultivate a positive and dynamic working environment where employees have opportunities to succeed and develop.
Employment equity is identified as an important goal in creating a workplace that reflects the diversity and demographics of South Africa.
Application Information
The advert supplied does not specify a closing date for applications. Applicants should therefore check the official application page for the current application status and any deadline that may apply.
The shortlisting process will only begin once the applicable application due date has been reached. The overall recruitment timeline may vary depending on how far candidates progress through the process and the availability of the relevant managers.
Quick Summary
| Requirement | Details |
|---|---|
| Position | iRefer Sales Agent: HOE |
| Company | MiWay / Sanlam Group |
| Location | Johannesburg, Gauteng |
| Employment | Full-Time |
| Qualification | Grade 12 / Standard 10 / NQF 4 |
| Experience | 2+ years Call Centre Sales |
| Industry Experience | Short-Term Insurance |
| Additional Experience | Previous iRefer experience |
| Regulatory | RE5 + STI FAIS Credits as per DOFA |
| Key Focus | VAP sales, telesales & customer service |
| Environment | Target-driven |
| Date Posted | 28 August 2026 |
| Closing Date | Not specified |