Job Description

Who are we?

Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratize 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 us 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 realize their dreams.

Sanlam Personal Loans (SPL) was established 23 years ago and is now part of a newly established Fintech business.

What will you do?

This role resides in Diep River and reports to Sales Team Leader. The Sales Consultant provides a positive customer experience by evaluating customers' needs and offering customers personal loans telephonically. The incumbent does this by maintaining compliance requirements such as Treating Customers Fairly, adhering to FAIS and NCA requirements. The incumbent is required to reach sales targets in order to earn commission in addition to the basic pay.

What will make you successful in this role?

• Continuously identifying new business opportunities
• Exceed in all business targets such as sales and compliance targets
• Keep up to date with product changes and enhancement
• Capture Customer information correctly, timeously and accurately
• Ensure that the Sanlam Brand is actively promoted to establish a presence in the market
• Gather competitor information and act upon such information
• Ensure that customer applications/documentation for products are fully completed, processed and monitor progress
• Connect with our customers by living up to our brand promise
• Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs
• Conduct business in an ethical manner at all times
• Take ownership of solving our customers problems or queries as efficiently and quickly as possible
• Adhere to the TCF (Treating Customers fairly) principles
• Maximize cross-sell opportunities identified aligned to customer needs based customer needs analysis
• Ensure activities support cost containment and reduction
• Always comply with procedures and processes contained in the relevant business guidelines
• Takes accountability for own performance, personal and career development
• Contribute to the overall effectiveness and success of the team
• Maintain an ability to adapt to ever changing business and customer needs

Qualification and Experience

• Matric / Grade 12 or international equivalent industry relevant training courses
• Min 2 year's experience in a contact centre environment
• Min 2 years experience in a similar role
• FAIS qualification is advantageous

Knowledge and Skills

• Strong knowledge in the contact centre environment
• Knowledge of the financial service and personal loans industry
• Influencing skills
• Literacy and numeracy skills
• Interpersonal skills

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 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.

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.

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.

Sanlam