Junior Consultant

Job Purpose Actively prospect potential home loan clients via: Lead providers (Estate Agents, Bond Originators, Direct-to-Client) Direct marketing efforts Use needs analysis-based selling techniques Facilitate: Switching existing home loans Offering tailor-made home finance solutions with excellent service Source Potential Leads Utilize proactive and reactive prospecting methods Build a strong network via partnerships and relationship development Execute marketing strategies: Referral campaigns Outdoor/Mall/Community marketing Social media outreach Corporate presentations Wellness day events Identify Client Needs Use open-ended questions to uncover financial and emotional needs Pre-qualify clients via: Background assessments Credit health reports Affordability checks Identify financial challenges and propose suitable solutions Maintain accurate records of leads and follow-ups Match Product Offerings to Client Needs Apply in-depth product knowledge to create tailored solutions Explain the application process and relevant credit criteria Provide clear explanations and request required supporting documents Final Approval and Closing Clarify all terms and conditions of the final offer Highlight the benefits and any relevant product conditions Customer Contact & Follow-Up Keep clients informed throughout the application process Clearly answer client inquiries Maintain post-sale contact and request referrals Application Capture & File Construction Accurately complete and capture application details Compile and organize all supporting documents for processing Minimum Requirements Own car/transport and valid drivers license Matric (Grade 12) qualification Minimum Experience 2 years of proven sales conversion success Experience in high-pressure, proactive sales environments Strong administrative and marketing skills Preferred Experience 3 years of home loan sales experience Skilled in self-sourcing and proactive lead generation Generic Competencies Drive Adaptability Analytical thinking Result-oriented Persuasiveness Technical Competencies Computer literacy Planning and organization Performance under pressure Market orientation Accuracy and attention to detail Systematic and organized work style Benefits High earning potential via commission Marketing support and covered expenses In-office administrative support Use of company vehicle Petrol incentives Twice-monthly incentives for achieving targets Potential for lucrative year-end bonuses Fully paid international trips for top performers All-expenses-paid attendance at annual awards Fast-track growth to Senior/Executive Consultant within a year.

Location: Cape Town, Western Cape, ZA

Posted Date: 7/2/2025