Property Finance Consultant

Found in: beBee jobs ZA - 2 weeks ago

Rustenburg, North-West, South Africa SA Home Loans Full time
SA Home Loans's job vacancy, Career and Recruitment

Job title : Property Finance Consultant – Rustenburgh jobs in North West

Job Location : North West, Rustenburg

Deadline : May 15, 2024

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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.

*Consultancy jobs in south africa
*Property Finance Consultant – Rustenburgh in Rustenburg

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