PROPERTY FINANCE & SALES CONSULTANT – POLOKWANE

Sales / Marketing / Communications
Polokwane – Limpopo

Property Finance & Sales Consultant –  Polokwane
 
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 driver’s 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 driver’s 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 driver’s 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.

Customer Service Feedback