Loans Sales Agents
Job Description
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.
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)
- Clear credit and criminal record (vetting required)
- +6months experience selling loans is essential in a call centre environment
- Basic R7500pm, R1000 Performance bonus, + Commission
- Supportive training and development
- Growth opportunities with a leading financial brand
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Job Detail
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Job IdJD1487755
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:R7500 - 8000 per month
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Employment StatusPermanent
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Job LocationCape Town, Western Cape, South Africa
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EducationNot mentioned