Finance Consultant in 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. Apply for this Job