Senior Financial Consultant

3 weeks ago


Bloemfontein, Orange Free State, South Africa Tower Group Full time
Key Responsibilities

Proactive Lead Generation: Identify potential home loan clients through strategic partnerships and personal marketing initiatives.

Needs Analysis: Conduct in-depth needs assessments to understand clients' financial situations and goals.

Product Matching: Recommend tailored home finance packages that address clients' needs and challenges.

Closing Deals: Clearly explain the features and conditions of the recommended product packages and secure client approvals.

Post-Sale Support: Maintain regular contact with clients, address concerns, and encourage referrals.

Administrative Tasks: Accurately capture and manage client applications, supporting documents, and branch administration.

Requirements

Essential Qualifications: Matric, 2 years of sales experience, and a proven track record in sales.

Preferred Experience: 3 years of sales experience in the home loans industry.

Competencies

Generic Competencies: Confidence, resilience, self-motivation, persistence, self-reliance, energy, empathy, professionalism, respectfulness, service-orientedness, passion, optimism, honesty, tenacity, accountability, and time management.

Technical Competencies: Prospecting, needs identification, closing sales, networking, relationship building, people skills, financial calculations, verbal communication, written communication, market trend analysis, negotiation, credit analysis, and listening.

About Us

Tower Group specializes in providing competitive home finance products and exceptional customer experiences to help clients achieve their homeownership goals.



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