Permanent
Loan sales agent (Financial service)
Callforce Direct
Johannesburg, Gauteng
unknown
About this role
Employer: Callforce Direct
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 customer’s 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.