Job Description

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.