Property Finance Consultant Gauteng Central
Actively engage in prospecting potential home loan clients by leveraging lead providers (Estate Agents, Bond originators, direct to client) and direct marketing, utilizing needs analysis-based selling techniques. Facilitate the movement of existing home loans from other financial institutions to SA Home Loans or offer tailor-made home finance packages accompanied by exceptional service.
Key Responsibilities:
* Utilize proactive and reactive prospecting methods.
* Develop a robust network through partnerships and relationship building.
* Execute referral campaigns, outdoor/Mall/Community marketing, social media, corporate presentations, wellness days.
* Employ open-ended questioning to understand clients' financial and emotional needs.
* Pre-qualify clients by assessing their background and linking it to credit health reports and affordability.
* Identify financial challenges and offer solutions.
* Ensure proper records of leads and follow-ups.
* Utilize extensive product knowledge to present tailored solutions.
* Explain application procedures and apply appropriate credit criteria.
* Provide upfront explanations of situations that need clarity and ensure supporting documents.
* Clarify all terms and conditions of the final offer to client.
* Summarize benefits of the product package and all relevant conditions.
* Keep clients updated throughout the process.
* Provide clear explanations to client inquiries.
* Maintain contact after client has accepted our offer and request referrals.
* Complete and capture applications accurately, based on what the client requires and qualifies for.
* Compile supporting documents and ensure the file is completed and ready to process.
Minimum Requirements:
* Own car/transport and valid driver’s license.
* 2 years of successful sales conversions.
* Experience in proactively prospecting in a pressurized sales environment.
* Marketing experience.
Preferred Experience:
* 3 years of sales experience, preferably in home loans.
* Experience in sales within a self-sourcing environment, adept at proactively generating leads.
Make your next career move with a specialist team.
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