26.05.2024
Sales Consultant
Sanlam Limited
South Africa, Cape Town
Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Location: Cape Town, Western Cape, South Africa Sanlam Personal Loans (SPL) was established 23 years ago and is now part of a newly established Fintech 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 is that of agility and constant deployment, we believe in learning fast and learning forward. Our aim is to provide a work environment where employees can accelerate the development of their ideas and bring innovation to market; at the same time provide a compelling career and development proposition that will enable them to realize their dreams. What will you do? This role resides in Diep River , Cape Town 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. Qualification and Experience FAIS qualification is a requirement if the Date Of First Appointment has expired or close to the expiry for the completion of the FAIS Qualification RE is not a requirement 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 sales role Role Responsibilities 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 What will make you successful in this role? Excellent communication skills, both written and verbal. Good knowledge about the product Excellent sales ability Good risk awareness and understanding of legislative requirements The ability to navigate systems Knowledge and Skills Strong knowledge in the contact centre environment Knowledge of the financial service and personal loans industry Literacy and numeracy skills Interpersonal skills Personal Attributes Optimises work processes - Contributing dependently Communicates effectively - Contributing dependently Action orientated - Contributing dependently Plans and aligns - Contributing dependently Core Competencies Cultivates innovation - Contributing dependently Customer focus - Contributing dependently Drives results - Contributing dependently Collaborates - Contributing dependently Being resilient - Contributing dependently 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 transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities. #J-18808-Ljbffr
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