Overview
PROPERTY FINANCE & SALES CONSULTANT - BLOEMFONTEIN Sales / Marketing / Communications
Bloemfontein - Free State
Property Finance & Sales Consultant - Bloemfontein
Job Purpose : 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 or offer tailor-made home finance packages accompanied by exceptional service.
Key performance areas
- Source Potential Leads
- 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
- 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
- Match Product Offerings to Needs
- 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
- Explain Final Approval and Successful Closing
- Clarify all terms and conditions of the final offer to client
- Summarize benefits of the product package and all relevant conditions
- Maintain customer contact and Follow-up
- Keep clients updated throughout the process
- Provide clear explanations to client inquiries
- Maintain contact after client has accepted our offer and request referrals
- Applications capture and file construction
- 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
Competencies, Knowledge, and Skills
DriveAdaptabilityAnalysing and forming opinionsResult-OrientatedPersuasivenessComputer skillsPlanningPerforming under pressureMarket orientatedAccuracySystematic and organizedMinimum Requirements
Own car / transport and valid drivers licenseMatric qualification2 years of successful sales conversionsExperience in proactively prospecting in a pressurized sale environmentStrong administrative skillsMarketingPreferred Experience
Own car / transport and valid drivers licenseMatric qualification3 years of sales experience, preferably in home loansExperience in sales within a self-sourcing environment, adept at proactively generating leadsWhat we are looking for
Proven external sales (field sales) experience, ideally in financial services, real estate, or bond originationStrong hunting ability, must be able to generate and convert own leadsStable employment history with performance indicators (targets met, deals closed, etc.)Must own a reliable vehicle, with a valid drivers licenseA strong sales and client-service mindset, with the ability to build relationships and represent the brand confidentlyShould you not hear from us within 14 days, please consider your application unsuccessful.
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