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, for now, and reports to a Call Centre Team Leader. The Call Center Team Leaders 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.What will make you successful in this role?Excellent communication skills, both written and verbal.Good knowledge about the productExcellent sales and investigative abilityTarget drivenGood risk awareness and understanding of legislative requirementsThe ability to navigate systemsTeamworkRole ResponsibilitiesContinuously identifying new business opportunitiesExceed in all business targets such as sales and compliance targetsKeep up to date with product changes and enhancementCapture Customer information correctly, timeously and accuratelyEnsure that the Sanlam Brand is actively promoted to establish a presence in the marketGather competitor information and act upon such informationEnsure that customer applications/documentation for products are fully completed, processed and monitor progressConnect with our customers by living up to our brand promiseConverse with our customers in a way that they fully understand and provide helpful solutions and products based on their needsConduct business in an ethical manner at all timesTake ownership of solving our customers problems or queries as efficiently and quickly as possibleAdhere to the TCF (Treating Customers fairly) principlesMaximize cross-sell opportunities identified aligned to customer needs based customer needs analysisEnsure activities support cost containment and reductionAlways comply with procedures and processes contained in the relevant business guidelinesTakes accountability for own performance, personal and career developmentContribute to the overall effectiveness and success of the teamMaintain an ability to adapt to ever changing business and customer needsQualification and ExperienceFAIS qualification is a requirement if the Date Of First Appointment has expired or close to the expiry for the completion of the FAIS QualificationRE is not a requirementMatric / Grade 12 or international equivalent industry relevant training coursesMin 2 year sales experience in a contact centre environmentMin 2 year fraud and sales experience in a similar sales roleKnowledge and SkillsStrong knowledge in the contact centre environmentKnowledge of the financial service and personal loans industryInfluencing skillsLiteracy and numeracy skillsInterpersonal skillsPersonal AttributesCommunicates effectively - Contributing dependentlyDecision quality - Contributing dependentlyAction orientated - Contributing dependentlyOptimises work processes - Contributing dependentlyBuild 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.Turnaround 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 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.
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