Call Centre Agent

Company: Sanlam Fintech (Part of the Sanlam Group)
Location: Diep River, Cape Town, Western Cape, South Africa
Job Type: Permanent
Department: Call Centre – Personal Loans
Reports To: Call Centre Team Leader

About Sanlam Fintech

Sanlam Fintech is a new digital-first division within the Sanlam Group. Its mission is to democratize financial advice and solutions across Africa, with a culture focused on agility, innovation, and continuous learning. Employees are encouraged to bring ideas to life in a supportive and fast-paced environment.

Key Responsibilities

Provide telephonic sales of personal loans to potential and existing clients
Ensure a positive customer experience while meeting compliance requirements (e.g. FAIS, NCA, TCF)
Identify and pursue new business opportunities
Meet or exceed sales and compliance targets
Accurately capture and process customer applications and documentation
Stay updated on product changes and competitor activity
Promote the Sanlam brand to increase presence in the market
Take ownership of customer queries, resolving them quickly and ethically
Maximize cross-selling opportunities based on customer needs

Minimum Requirements

Matric (Grade 12) or equivalent
Minimum 1 year of sales experience in a call centre environment
Minimum 1 year of experience in a similar sales role
FAIS qualification required if the Date of First Appointment (DOFA) has expired or is close to expiry
RE not required
Completion of industry-relevant training courses is advantageous

Skills & Competencies

Strong verbal and written communication
Effective sales ability and influencing skills
High level of product knowledge
Target driven and compliance focused
Able to navigate systems with confidence
Strong interpersonal skills and ability to work in a team
Numeracy and attention to detail
Adaptability to changing business needs

Working at Sanlam

Sanlam offers a career focused on personal growth, career advancement, and meaningful impact. The role comes with the opportunity to be part of a diverse, inclusive, and ethical work environment. Employees benefit from the resources and support of one of South Africa’s leading financial services groups.

Transformation Commitment

Sanlam is committed to Employment Equity and strongly encourages applications from candidates who support diversity and inclusion.

CLICK HERE TO APPLY

Call Centre Agent