Job Description

Who are we?Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratise financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture is that of agility and constant deployment, we believe in learning fast, learning cheap and learning forward. Our aim is to provide a work environment where knowledge workers can accelerate the development of their ideas and bring innovation to market, at the same time provide compelling career and development proposition that will enable them to realise their dreams.Position Overview

• Assist and support and train SDM branch staff with offering the Sanlam Credit Solution (SCS) VP to clients.
• Provide insights and advice on credit reports of SCS users.
• Guiding clients through their the SCS registration process and explain to clients the self-assisted digital application processes that can be followed from the SCS Dashboard for loans.
• Meet sales targets for SCS user registrations and Sanlam Personal Loans
• Conduct local marketing initiatives and conduct presentations with local employers to drive new sales.

What will you do?Responsibilities:Loan application assistance:

• Guide and support clients through the digital self-assisted loan application process, ensuring all necessary documentation is completed accurately and efficiently.

Credit report Support

• Assist clients in registering for their credit report and explain the contents clearly.
• Offer insights on improving credit scores and maintain good credit health.

Client relationship management

• Build & maintain strong, long-term relationships with clients through exceptional service and follow-ups
• Foster a collaborative and learning-focused environment within the team.

Sales Target achievement

• Meet or exceed monthly and quarterly sales targets by proactively identifying and pursuing new business opportunities.
• Develop and implement strategies to increase sales and client acquisition.
• Follow up and retention
• Ensure customer satisfaction & retention, including post loan approval check ins.
• Cross- selling
• Identify opportunities to cross sell or refer other financial products and services.
• Compliance & Risk Management
• Monitor and mitigate potential risks associated with loan applications and approvals

Qualification and Experience

• Sound experience and understanding of the working and value drivers of credit products
• Two to three years in a credit related environment

What will make you successful in this role?

• This role requires strong interpersonal skills, a deep understanding of credit products and the ability to meet and exceed sales goals.
• Communication and Influence: Strong communication skills, capable of influencing others and effectively conveying technical visions.
• Continuous Learning: A commitment to ongoing personal and professional development, staying abreast of new credit methodologies.
• Sound experience and understanding of the working and value drivers of credit products
• Two to three years in a credit related environment

Knowledge and SkillsProcessing transactions and conduct simple calculationsRecord keeping, filing and maintenance of databasesMaintain work standards and quality verificationCollating information for reportingCustomer ServicePersonal AttributesPlans and aligns - Contributing independentlyCommunicates effectively - Contributing independentlyDecision quality - Contributing independentlyOptimises work processes - Contributing independentlyBuild a successful career with usWe'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 five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.Core CompetenciesCultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyCollaborates - Contributing independentlyBeing resilient - Contributing independentlyTurnaround timeThe 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.Our commitment to transformationThe Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is whatdrives us to achieve a diverse, inclusive and equitable workplace as we believe that these are keycomponents to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equityplan and targets will be considered as part of the selection process.

Sanlam