Personal Lending Sales Consultant

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 

To offer a service call by reaching out to inform our that SA Home Loans clients that we have 
now partnered with Capital Legacy, South Africa’s number one Wills and Estates provider, to 
offer you a professionally drafted Will at no cost.  

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 Assist Product /Capital Legacy  

• 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.  

3. Service call: Capital Legacy 

• Explain the benefits of having a Wil 
• Referring the lead and managing details on excel  

Minimum Requirements 
1. Education 

• Matric  

2. Experience 

• 1  years Sales experience  
• 2 Years + Sales experience within Finance Industry (Preferred)  

Bhevaioral Competencies  

• Assertive, resilient & ability to handle irate clients. 
• Target Driven 
• Accuracy and Attention to Detail 
• Self-Managed with the ability to work under pressure. 
• Strong phone etiquette and customer engagement  
• Stong interpersnal and presentation skills 

Technical Competencies  

• MS Office ( Excel) Intermediate 
• DataStor 
• Outlook  
• HALO/ ZEST  
• PureCloud  
• Teams App 

Application Requirements: 

• Updated CV