Our client, a leading financial services provider, is seeking a skilled Home Loan Specialists (Sales Consultants) to join their Home Loan teams across South Africa.
Purpose of the Role: To 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. To facilitate the movement of existing home loans from other financial institutions to this organisation or offer tailor-made home finance packages accompanied by exceptional service.
Key Responsibilities:
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.
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.
Qualifications and Experience:
- Grade 12 Senior Certificate
- Own car & valid driver's license
- 2 to 3 years' experience in sales within a self-sourcing environment, adept at proactively generating leads
- Strong administrative skills
- Marketing
Competencies:
- Drive
- Adaptability
- Analysing and forming opinions
- Result-Orientated
- Persuasiveness
- Computer skills
- Planning
- Performing under pressure
- Market orientated
- Accuracy
- Systematic and organized
If you are interested in applying for this role, please send a detailed copy of your CV to [Email Address Removed] If you have not been contacted within two (2) weeks, please consider your application as unsuccessful.
Desired Skills:
- sales
- marketing
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