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Property Finance Consultant
2 weeks ago
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 or offer tailor-made home finance packages accompanied by exceptional service.
Duties & ResponsibilitiesUtilize proactive and reactive prospecting methods.
Develop a robust network through partnerships and relationship building.
Execute referral campaigns, marketing, social media, corporate presentations, wellness days.
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
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
Keep clients updated throughout the process.
Provide clear explanations to client inquiries.
Maintain contact after client has accepted our offer and request referrals.
Desired Experience & QualificationMatric
Own vehicle and valid drivers licence
2 - 3years of successful sales conversions.
Experience in proactively prospecting in a pressurized sale environment and adept at proactively generating leads
Strong administrative skills
Drive
Adaptability
Result-Orientated
Persuasiveness
Performing under pressure.
Market orientated.
Accuracy
Systematic and organized.