Home Loan Solutions Architect

Innovazi Consulting (Pty) Ltd; Wes-Kaap; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Innovazi Consulting (Pty) Ltd is seeking a proactive Home Loan Sales Consultant to actively source and convert new home loan business. You will engage estate agents, bond originators, and direct clients, delivering needs-based solutions with excellent service throughout the process.

You will manage pipelines, assess affordability, pre-qualify applicants, structure loan solutions, guide applications, and build lasting client relationships to generate referrals.

Qualifications

• Matric certificate required.
• Own vehicle and valid driver’s license.
• Proven external sales experience in financial services, banking, insurance, or property.
• Strong track record of meeting or exceeding sales targets.

Responsibilities

• Generate and manage a pipeline of potential clients through networking, referrals, partnerships, and direct marketing.
• Conduct detailed client needs analysis and assess affordability and financial position.
• Pre-qualify clients by evaluating credit profiles and financial background.
• Recommend and structure appropriate home loan solutions.
• Guide clients through the application process, including documentation and credit requirements.
• Maintain consistent communication throughout the application and approval process.
• Build and maintain long-term client relationships and generate referrals.
• Accurately complete and submit applications with all required supporting documents.

Skills

External sales

Negotiation

Communication

Self-motivation

Field marketing

Education

Matric

Job description

Innovazi Consulting (Pty) Ltd is seeking a proactive Home Loan Sales Consultant to actively source and convert new home loan business. You will engage estate agents, bond originators, and direct clients, delivering needs-based solutions with excellent service throughout the process.

You will manage pipelines, assess affordability, pre-qualify applicants, structure loan solutions, guide applications, and build lasting client relationships to generate referrals.