Property Finance Consultant: Gauteng

Apply Property Finance Consultant Gauteng South

Job details

  • Job Title: Property Finance Consultant
  • Job Category: Sales, Finance, and Insurance
  • Reference Number: 202402014
  • Closing Date: On-going
  • Location: Gauteng

Job Purpose:

Property Finance Consultant: 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 transfer of current home loans from other financial institutions to SA Home Loans, or provide tailored home finance packages with great service.

A. Source Potential Leads:

  • Utilize proactive and reactive prospecting methods.
  • Build a strong network through partnerships and relationship-building.
  • Utilize referral campaigns, outdoor/mall/community marketing, social media, corporate presentations, and wellness events.

B. Identify needs:

  • Use open-ended questions to better understand your clients’ financial and emotional requirements.
  • Pre-qualify consumers by reviewing their history and comparing it to credit reports and affordability.
  • Identify financial challenges and offer solutions.
  • Ensure proper records of leads and follow ups.

C. Match Product Offerings to Needs:

  • Utilize extensive product knowledge to present tailored solutions.
  • Explain application procedures and apply appropriate credit criteria.
  • Provide clear descriptions of circumstances that require clarification and guarantee supporting documentation.

D. Explain Final Approval and Successful Closing:

  • Clarify the terms and conditions of the final offer with the client.
  • Summarize the product package’s benefits as well as any related conditions.

E. Maintain customer contact and Follow-up:

  • Keep clients updated throughout the process.
  • Provide clear explanations to client inquiries.
  • Maintain touch once client has accepted our services and request references.

F. Applications capture and file construction:

  • Complete and collect applications accurately, based on what the client demands and qualifies for.
  • Compile supporting papers and verify the file is completed and ready to process.

Property Finance Consultant Job Requirements

  • Own car/transport and valid driver’s license.
  • Matric qualification

Minimum Experience:

  • 2 years of successful sales conversions.
  • Experience in proactive prospecting in a high pressure sales environment.
  • Strong administrative skills
  • Marketing

Preferred Experience:

  • 3 years of sales experience, ideally with home loans.
  • Sales experience in a self-sourcing environment, with a strong ability to generate leads on a proactive basis.

Generic Competencies:

  • Drive
  • Adaptability
  • Analyzing and forming opinions.
  • Result-Orientated
  • Persuasiveness

Technical Competencies:

  • Computer skills.
  • Planning
  • Performing under pressure.
  • Market orientated.
  • Accuracy
  • Systematic and organized.

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