Financial Solutions Specialist

2 semanas atrás

Natal, Rio Grande do Norte, Brasil beBeeConsultant Tempo inteiro R$40.000 - R$60.000
Home Loan Consultant Role

For a smooth and hassle-free experience, always verify home loan branch and consultant details here on our official website. We promote transparent communication to protect our clients' interests.

This is a sales role that involves actively engaging 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. The consultant will facilitate the movement of existing home loans from other financial institutions to our company or offer tailor-made home finance packages accompanied by exceptional service.

  • 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.
Key Responsibilities

A. 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.

B. 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.

C. Explain Final Approval and Successful Closing:

  • Clarify all terms and conditions of the final offer to the client.
  • Summarize benefits of the product package and all relevant conditions.

D. Maintain Customer Contact and Follow-up:

  • Keep clients updated throughout the process.
  • Provide clear explanations to client inquiries.
  • Maintain contact after the client has accepted our offer and request referrals.

E. 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.
  • Own car/transport and valid driver's license.
  • 2 years of successful sales conversions.
  • Experience in proactively prospecting in a pressurized sale environment.
  • Marketing.

Preferred Qualifications:

  • 3 years of sales experience, preferably in home loans.
  • Experience in sales within a self-sourcing environment, adept at proactively generating leads.

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