Job Description
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 SA Home Loans 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.
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 prope...