Property Finance Consultant - Pretoria

Overview

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.

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.
• Identify needs by employing 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.
• Match product offerings to needs by utilizing 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.
• Explain final approval and successful closing by clarifying all terms and conditions of the final offer to the client.
• Summarize benefits of the product package and all relevant conditions.
• Maintain customer contact and follow-up by keeping clients updated throughout the process and providing clear explanations to client inquiries.
• Maintain contact after the client has accepted the offer and request referrals.
• 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.
• Own car / transport and valid driver’s license.
• 2 years of successful sales conversions.
• Experience in proactively prospecting in a pressurized sale environment.
• Marketing experience in relevant contexts.

Qualifications

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