Job Title

Funding Specialist

South Africa, Gauteng
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Market Related
Area: South Africa, Gauteng
Sector: Sales
Posted: 14 March 2024

Job Details

A dynamic, innovative and inspiring company providing fintech solutions across multiple sectors is looking for a Funding Specialist. The ideal candidate must be proactive, well organized, mature and driven to succeed in a fast-paced sales environment.


  • Ensure all inputs and activities are focused on achievement of sales targets and KPI’s.
  • Establishes new accounts by planning and organizing daily work schedule to call on existing or potential clients in line with the Employer’s expectations.
  • Services existing account by ensuring we remain in contact and retain relationship to acquire referrals or new business.
  • All sales activity and actions will be in line with the Employer’s expectation.
  • Compile and submit deals with relevant and required documentation in line with the Employer’s requirements.
  • Adherence to underwriting, compliance, and risk procedures.
  • Keeps management informed by submitting activity and results reports, such as CRM feedback, weekly pipeline/opportunity and application feedback. The reporting will be daily/weekly/ monthly as per requirements by the Employer’s management.
  • Ensure self-made appointments and ratios are in line with the Employer’s expectation.
  • Ensure overall appointments and ratios are in line with the Employer’s expectations.
  • Ensure applications volumes are in line with the Employer’s expectations.
  • Feedback with regards to competition by gathering current marketplace information on pricing, products, new products, when engagement with potential clients.
  • Resolves customer complaints by investigating and suggesting/ solutions.
  • Maintains professional and technical knowledge; reviewing professional publications; establishing personal networks.
  • Contributes to team effort by accomplishing related results as needed.
  • Ensure availability for ad hoc requirements from time to time, which include reporting, mystery shops, trade shows, workshops etc.


  • 5 years + Sales experience (with a minimum of 3 years field sales experience)
  • Merchant Cash Advance (MCA) product knowledge and sales experience advantageous
  • Matric / Grade 12 qualification
  • Must have a valid driver’s license, and a reliable vehicle

Skills & Competencies:

  • Good Product knowledge
  • Good presentation skills
  • Knowledge of how to retail good client relationships
  • Good prospecting skills
  • Able to close deals