What will you do?

• This role resides in Diep River, Cape Town 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 product
• Excellent sales ability
• Target driven
• Good risk awareness and understanding of legislative requirements
• The ability to navigate systems
• Team work

Qualifications 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 1 year experience in a contact centre environment
• Min 1  year experience in a similar sales role

Role Responsibilities

• 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