Customer Service Agent jobs in South Africa

Pretoria - Gauteng

Property Finance & Sales Consultant - Gauteng

Positions available at East Rand, Gauteng South, West Rand, Gauteng Central, & Pretoria)

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 or offer tailor-made home finance packages accompanied by exceptional service.

Key performance areas :

• 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.

Competencies, Knowledge, and Skills :

• Drive
• Adaptability
• Analysing and forming opinions
• Result-Orientated
• Persuasiveness
• Computer skills
• Planning
• Performing under pressure
• Market orientated
• Accuracy
• Systematic and organized

Minimum Requirements :

• Own car / transport and valid drivers license
• Matric qualification
• 2 years of successful sales conversions.
• Experience in proactively prospecting in a pressurized sale environment.
• Strong administrative skills
• Marketing

Preferred Experience :

• Own car / transport and valid drivers license
• Matric qualification
• 3 years of sales experience, preferably in home loans.
• Experience in sales within a self-sourcing environment, adept at proactively generating leads.

What we are looking for :

• Proven external sales (field sales) experience, ideally in financial services, real estate, or bond origination.
• Strong hunting ability, must be able to generate and convert own leads.
• Stable employment history with performance indicators (targets met, deals closed, etc.)
• Must own a reliable vehicle, with a valid drivers license.
• A strong sales and client-service mindset, with the ability to build relationships and represent the brand confidently.

Should you not hear from us within 14 days, please consider your application unsuccessful.

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