Financial Solutions Consultant

4 days ago


Pretoria, Gauteng, South Africa Momentum Investments Full time

Job Summary

We are looking for an experienced Home Loan & Mortgage Sales Specialist to join our team at Momentum Investments.

The successful candidate will be responsible for generating new business opportunities, building and maintaining client relationships, presenting and selling mortgage products, closing deals, and managing customer expectations.

Main Responsibilities

  1. New Business Acquisition
  2. Client Relationship Management
  3. Mortgage Product Sales and Presentation
  4. Deal Closure and Customer Satisfaction
  5. Record Keeping and Follow-up Procedures

Required Qualifications and Experience

  • Matric (Grade 12) qualification
  • Industry experience in the Home Loans or Insurance sector
  • 2+ years of successful external sales experience in a target-driven environment
  • Proven ability to self-source leads and convert high-value deals
  • Strong network and existing book of business that can be transferred

Desired Qualifications and Skills

  • 3+ years of sales experience in mortgage lending, home loans, or related financial services
  • Experience in building and managing long-term client relationships within the industry
  • A strong track record in independent lead generation and business development

Key Competencies

  1. Industry Knowledge and Sales Skills
  2. Sales and Business Development Abilities
  3. Time Management and Organization


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