Property Finance Consultant (All Regions)

Multisearch Recruitment; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A recruitment agency is seeking a competent individual for a home loan sales role in Durban. The successful candidate will engage in prospecting and managing client relationships, requiring a matric qualification and a minimum of 2 years successful sales experience. Responsibilities include identifying client needs, matching products, and ensuring thorough follow-ups. This role supports individual achievements in a dynamic sales environment.

Qualifications

• Own car and valid driver's license are essential.
• Minimum 2 years experience in sales with a successful conversion track record.
• Experience in a fast-paced sales environment.

Responsibilities

• Engage in prospecting potential home loan clients.
• Maintain customer contact and follow-up throughout the process.
• Capture and file applications accurately based on client requirements.

Skills

Sales conversions

Proactive prospecting

Strong administrative skills

Marketing

Education

Matric qualification

Job description

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 the company or offer tailor‑made home finance packages accompanied by exceptional service.

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.

Minimum Requirements

• Own car / transport and valid driver’s license.
• Matric qualification.

Minimum Experience

• 2 years of successful sales conversions.
• Experience in proactively prospecting in a pressurized sale environment.
• Strong administrative skills.
• Marketing.

Preferred Experience

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