Finance Analyst jobs in South Africa
Property Finance Consultant (All Regions)
Multisearch Recruitment
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Old Mutual
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Black Pen Recruitment
Property Finance Consultant (All Regions)
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
Education
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.
- 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.
- 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.
- 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.
- Clarify all terms and conditions of the final offer to client.
- Summarize benefits of the product package and all relevant conditions.
- Keep clients updated throughout the process.
- Provide clear explanations to client inquiries.
- Maintain contact after client has accepted our offer and request referrals.
- 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.
- Own car / transport and valid driver’s license.
- Matric qualification.
- 2 years of successful sales conversions.
- Experience in proactively prospecting in a pressurized sale environment.
- Strong administrative skills.
- Marketing.
- 3 years of sales experience, preferably in home loans.
- Experience in sales within a self‑sourcing environment, adept at proactively generating leads.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.