Posted on: 14 May 2024
ID 914477

Property Finance Consultant RUSTENBURG

Property Finance Consultant RUSTENBURG Sales / Marketing / Communications

Rustenburg - North West Province

Property Finance Consultant

Rustenburg

R150 000pa + benefits

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.

Key Performance Areas

  • 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.
    Competencies, Knowledge, And Skills
    • Drive
    • Adaptability
    • Analysing and forming opinions.
    • Result-Orientated
    • Persuasiveness
    • Computer skills.
    • Planning
    • Performing under pressure.
    • Market orientated.
    • Accuracy
    • Systematic and organized.
    Minimum Requirements
    • Own car/transport and valid drivers license
    • Matric qualification
    • 3 years of sales experience, preferably in home loans.
    • Experience in sales within a self-sourcing environment, adept at proactively generating leads.
    Should you not hear from us within 14 days, please consider your application unsuccessful.

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    Occupation:
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