Property Finance Consultant

About the position

Positions available in Johannesburg Central, East Rand, West and South Gauteng. Candidates will be required to actively engage in prospecting potential home loan clients by leveraging lead providers (Estate Agents, Bond originators, direct to client) and direct marketing, utilising needs analysis-based selling techniques.

Candidates will also be required to facilitate the movement of existing home loans from other financial institutions or offer tailor-made home finance packages accompanied by exceptional service.

Duties & Responsibilities

Source Potential Leads:

• Utilize proactive and reactive prospecting methods to source leads
• Develop a robust network through partnerships and relationship building

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

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

Desired Experience & Qualification

• Own car/transport and valid driver's license
• Matric qualification
• 2 years of successful sales conversion experience
• 3 years of sales experience, preferably in home loans
• Experience in proactively prospecting in a pressurized sale environment
• Strong administrative skills
• Marketing
• Experience in sales within a self-sourcing environment, adept at proactively generating leads

Desired Skills:

• Property Finance
• Home Loans
• Mortgage Bonds
• Product offerings
• External Sales
• Customer service
• Document compliance
• Bond originators

Desired Work Experience:

• 2 to 5 years

Desired Qualification Level:

• Grade 12 / Matric