Junior Consultant

3 weeks ago


Cape Town, South Africa West Coast Personnel Full time

Job Description:Proactively source and convert home loan clients through lead generation, needs-based selling, and tailored finance solutions. Manage the full sales process, from prospecting to closing, while maintaining excellent customer service and achieving sales targets. Job PurposeActively prospect potential home loan clients via:Lead providers (Estate Agents, Bond Originators, Direct-to-Client)Direct marketing effortsUse needs analysis-based selling techniquesFacilitate:Switching existing home loansOffering tailor-made home finance solutions with excellent service Source Potential LeadsUtilize proactive and reactive prospecting methodsBuild a strong network via partnerships and relationship developmentExecute marketing strategies:Referral campaignsOutdoor/Mall/Community marketingSocial media outreachCorporate presentationsWellness day events Identify Client NeedsUse open-ended questions to uncover financial and emotional needsPre-qualify clients via:Background assessmentsCredit health reportsAffordability checksIdentify financial challenges and propose suitable solutionsMaintain accurate records of leads and follow-ups Match Product Offerings to Client NeedsApply in-depth product knowledge to create tailored solutionsExplain the application process and relevant credit criteriaProvide clear explanations and request required supporting documents Final Approval and ClosingClarify all terms and conditions of the final offerHighlight the benefits and any relevant product conditions Customer Contact & Follow-UpKeep clients informed throughout the application processClearly answer client inquiriesMaintain post-sale contact and request referrals Application Capture & File ConstructionAccurately complete and capture application detailsCompile and organize all supporting documents for processing Minimum RequirementsOwn car/transport and valid drivers licenseMatric (Grade 12) qualification Minimum Experience2 years of proven sales conversion successExperience in high-pressure, proactive sales environmentsStrong administrative and marketing skills Preferred Experience3 years of home loan sales experienceSkilled in self-sourcing and proactive lead generation Generic CompetenciesDriveAdaptabilityAnalytical thinkingResult-orientedPersuasiveness Technical CompetenciesComputer literacyPlanning and organizationPerformance under pressureMarket orientationAccuracy and attention to detailSystematic and organized work style BenefitsHigh earning potential via commissionMarketing support and covered expensesIn-office administrative supportUse of company vehiclePetrol incentivesTwice-monthly incentives for achieving targetsPotential for lucrative year-end bonusesFully paid international trips for top performersAll-expenses-paid attendance at annual awardsFast-track growth to Senior/Executive Consultant within a year.Application Process:



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