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Asset Financing Consultant - Pension-Backed Home Loans (Contact Centre - Centurion)

iMasFinanceCenturion, ZA

4 days ago

Job description

Job title : Asset Financing Consultant - Pension-Backed Home Loans (Contact Centre - Centurion)

Job Location : Gauteng, Centurion

Deadline : November 16, 2025

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Job Purpose :

To establish and maintain customer and business relationships, render banking-related support services in order to promote and sell pension-backed home loans, other asset financing and loan products (i.e. secured and unsecured loans), and value added products through a contact centre and other digital technologies.

Job Outputs.

Sales of Pension-backed home loans and other asset financing and loan products, and value-adding products

Up-selling & cross-selling other iMasFinance products

Liaise with members / customers, employer groups, and other stakeholder in the value chain

Conduct customer affordability and repayment ability assessments

Analyse customer financial position and recommend solutions

Conclude sales deals, process & finalize loan applications

Identify possible risk and communicate to relevant parties

Efficient and effective member / customer service delivery and experience

Retain and maintain relationships with existing members / customers and stakeholders

Establish new member / customer and stakeholder relationships

Qualifications & Experience :

Matric with Commercial and / or Accounting (Essential)

FAIS Recognised Qualification or Certificate for Representatives (Essential)

Valid Driver's License Code 8 / Code EB (manual transmitted vehicle) (Essential)

Computer Literacy-MS Office (Essential)

2 years’ operational experience within a financial / banking industry

Knowledge and Skills :

Pension-backed loans, asset financing and other loan / financing / value adding products

Understands Contact Centre and Digital Technology Sales

Customer experience and service delivery

Quality assurance

Sales & Marketing

Customer Retention processes and procedures

Exceptional Financing knowledge

Applicable legislation in financial services industry e.g. FAIS and NCA knowledge

Financial industry and Market knowledge

Computer literacy (MS Office, Excel)

Communication, selling, negotiation, telephone and interpersonal skills

Accounting / Financial Services jobs

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Financing Consultant • Centurion, ZA

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