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FINANCE SALES CONSULTANT

FINANCE SALES CONSULTANT

Anacin Recruitment AgencyCape Town, Western Cape, South Africa
11 days ago
Job description

Overview

Job title : Property Finance Consultant

Job Level : Sales

Job type classification : Permanent

Department : Sales

Branch : Various open

Reporting to : Regional Sales Manager

Office location : Depends on area

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 to SA Home Loans or offer tailor-made home finance packages accompanied by exceptional service.

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.

    • Minimum Requirements

  • Own car / transport and valid driver’s license.
  • Matric qualification

    • Minimum Experience

  • 2 years of successful sales conversions.
  • Experience in proactively prospecting in a pressurized sale environment.
  • Strong administrative skills
  • Marketing

    • Preferred Experience

  • 3 years of sales experience, preferably in home loans.
  • Experience in sales within a self-sourcing environment, adept at proactively generating leads.

    • Generic Competencies

  • Drive
  • Adaptability
  • Analysing and forming opinions.
  • Result-Orientated
  • Persuasiveness

    • Technical Competencies

  • Computer skills.
  • Planning
  • Performing under pressure.
  • Market orientated.
  • Accuracy
  • Systematic and organized.

    • Benefits

  • Opportunity to earn high commission.
  • Marketing Support & expenses covered.
  • Benefit from In-Office Administrative Assistance
  • Company Vehicle Use.
  • Petrol Incentive.
  • Monthly Incentives based on targets achieved – twice a month.
  • Potential for Lucrative Year-End Bonuses.
  • Top Performers Earn Fully Paid International Trips.
  • Opportunity to Attend Annual Awards - all Expenses Covered

    • #J-18808-Ljbffr

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    Sales Consultant • Cape Town, Western Cape, South Africa