Property Finance Consultant (All Regions)

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

Job summary

A recruitment agency in Durban is seeking a dynamic sales professional specializing in home loans. The ideal candidate will actively engage potential clients through various prospecting methods, maintain strong customer relationships, and meet sales targets. Candidates should have at least a matric qualification and a proven track record in sales, preferably related to home loans. This role offers an opportunity for growth in a fast-paced environment.

Qualifications

• Own car / transport and valid driver’s license required.
• 2 years of successful sales conversions in a pressured environment.
• Strong administrative and marketing skills.

Responsibilities

• Engage in prospecting potential home loan clients using various methods.
• Develop a robust network through relationships and partnerships.
• Pre-qualify clients based on credit health and affordability.

Skills

Proactive prospecting

Customer relationship management

Strong sales skills

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.