Inbound Sales Consultant

Who we are

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 knowledge workers 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, we will be moving to Bellville Jan 2026, 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
 

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

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
 

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
 

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.