Property Finance Consultant

M and M Group

  • Cape Town, Western Cape
  • Permanent
  • Full-time
  • 7 days ago
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 offer tailor-made home finance packages accompanied by exceptional service.TasksA.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.
B.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.
C.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.
D.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.
E.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.
F.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.
Requirements
  • 2–3 years of external sales experience (real estate, finance, insurance, etc.)
  • Proven ability to generate leads and build referral networks
  • Self-motivated, confident, and proactive
  • Own reliable vehicle & valid driver’s license
  • Clear credit record (no debt review or adverse listings)
Benefits
  • Opportunity to earn high commission.
  • Marketing Support & expenses covered.
  • Benefit from In-Office Administrative Assistance
  • Company Vehicle Use.
  • Petrol Incentive.
  • Monthly Incentives based on targets achieved – twice a month.
  • Potential for Lucrative Year-End Bonuses.
  • Top Performers Earn Fully Paid International Trips.
  • Opportunity to Attend Annual Awards - all Expenses Covered
M and M GroupM and M Group provides an array of integrated Financial and Human Resources Services. Boasting over 20 years of experience in Finance, HR and Payroll consulting, we bring a fusion of dynamism and experience to the industry.

M and M Group

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