Personal Lending Sales Consultant

5 months ago


Umhlanga, South Africa SA Home Loans Full time

**KEY RESPONSIBILITIES**:
To sell the Personal Loan/Transfer Assist product. To liaise with the client and credit department in order to effectively and efficiently process the payment of the loan to the client

**Alignment to business driver/strategy**
- Reputable and trusted provider of unsecured lending to SA home Loans clients. Providing clients with the choice to take control of their finances through access to funds and debt consolidation
- Aligned with the company wide policy of Amazing service Aligned with the Sales/Marketing drive towards products which are packaged to suit a client’s need.

**1. **Marketing the Personal Loan/Transfer AssistProduct**
- To educate the client on all benefits and costs associated with the product being offered and the administration process that will be followed should the client be interested in either product.

**2. **Sale of the Personal Loan/Transfer Assist Product**
- Explain terms and conditions of loan and calculate offers for clients.
- Capture legal entity details, Income and Expenditure, request documents and send quotation.
- Confirm approval/decline with credit.
- Revert back to Client, complete disclosure requirements and send final agreement.
- Manage workflow; follow up on matters which remain unresolved or incomplete.

**REQUIREMENTS**:
**Minimum Qualification**
- Matric

**Minimum Experience**
- 1 year Sales experience

**Preferred Experience**
- 2 years and above Sales experience within Finance Industry

**Generic Competencies**:

- Good telephone manner
- Good organisational skills essential in order to cope in times of increased volumes
- Client query handling
- Team player
- Verbal and written communication skills

**Technical Competencies**:

- MS Office - Excel (intermediate)
- DataStor
- Outlook
- Strong Sales Skills
- HALO

**Job Types**: Full-time, Permanent

Ability to commute/relocate:

- Umhlanga, KwaZulu-Natal: Reliably commute or planning to relocate before starting work (required)

**Education**:

- High School (matric) (required)

**Experience**:

- Admin: 2 years (required)


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