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