Job Description

Loans Sales Agent
Job Purpose: To effectively sell loan products to prospective and existing customers through outbound or inbound calls within a BPO environment. The loans sales agent is responsible for meeting sales targets while ensuring high-quality customer service and compliance with regulatory requirements.
Your Role: Contact potential or existing customers to promote banking loan products.
Understand the customers financial needs and recommend suitable loan solutions.
Achieve or exceed daily, weekly, and monthly sales targets.
Conduct needs analysis and affordability checks during sales calls.
Complete accurate and detailed applications and ensure all supporting documentation is captured correctly.
Follow up with customers for outstanding documentation or further queries.
Handle objections professionally and convert potential leads into closed sales.
Maintain a high level of product knowledge and comply with FAIS and NCR (or applicable regulations).
Log interactions and outcomes accurately on the CRM system.
Provide exceptional customer service during the sales process.
Requirements: Matric / Grade 12 certificate (compulsory) Fluent in both English and Afrikaans Clear credit and criminal record (vetting required) +6months experience selling loans is essential in a call centre environment
What We Offer: Basic R7500pm, R1000 Attendance bonus, + Commission
Supportive training and development
Growth opportunities with a leading financial brand Hours :
Local working times:
Location: South Africa -Cape Town CB

Skills Required