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Unlock Your Career Potential as a Property Finance Specialist
3 semanas atrás
As a key member of our team, you will be responsible for identifying and engaging with potential clients through lead providers and direct marketing. You will utilize needs-based selling techniques to facilitate the movement of existing home loans from other financial institutions to SA Home Loans or offer tailored finance packages accompanied by exceptional service.
- You will develop a robust network through partnerships and relationship building, executing referral campaigns, outdoor and community marketing, social media engagement, corporate presentations, and wellness days.
Identify Client 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.
- Offer solutions to address identified financial challenges.
- Maintain proper records of leads and follow-ups.
Match Product Offerings to Needs:
- Present tailored solutions based on extensive product knowledge.
- Explain application procedures and apply appropriate credit criteria.
- Provide upfront explanations of situations that require clarity and ensure supporting documents are in place.
Successful Closing and Follow-up:
- Clarify all terms and conditions of the final offer to the client.
- Summarize benefits of the product package and all relevant conditions.
Key Responsibilities Include:
- Maintaining customer contact and providing clear explanations to client inquiries.
- Requesting referrals after successful client acceptance.
- Completing applications accurately based on client requirements and qualifications.
- Compiling supporting documents and ensuring files are complete and ready for processing.
- Valid driver's license and reliable transportation.
- Previous sales experience, preferably in home loans or related fields.
- Ability to proactively prospect in high-pressure sales environments.
Benefits include
- Maintaining customer contact and providing clear explanations to client inquiries.
- Requesting referrals after successful client acceptance.
- Compiling supporting documents and ensuring files are complete and ready for processing.