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Property Finance Representative
General
Job Title | Property Finance Representative |
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Job Category | Financial & Accounting |
Location | Western Cape |
Employment Type | Permanent |
Area | Cape Town |
Bee status | Include All |
Salary | Negotiable |
Min Salary | Not Set |
Max Salary | Not Set |
Expiry Date | 31st December 2024 |
Deadline Date | 25th December 2024 |
Experience | Experience Required |
Introduction
Our client, a leader in the Finance industry, is seeking a Property Finance Representative in the Western Cape area!
Description
Source potential clients
• Using proactive prospecting methods: Create a strong network of potential clients
through ongoing partnering and relationship building;
• Using proven and measurable reactive methods:
(1)Referral campaigns, (2) Personal marketing opportunities i.e. Shows, Expos, Mall
campaigns etc. (3) Email campaigns, (4) Corporate presentations (5) Networking (6) Call
duties (7) Social activities (8) SAPTG letters (9) Flyers (10) Open House Days
Identify needs
• Identify the primary financial and emotional needs of the potential client by asking open
ended questions and then actively listening to their responses
• Pre-qualify the potential client through understanding their background situation and
linking it to the credit matrix
• Identify the financial problems / challenges faced by the potential client and the impact
it is having on them
• Should potential client not qualify, keep their details for possible future follow-up
Match relevant product package to relevant need
• Using outstanding product knowledge, present the features and benefits of a product
package to the potential client in such a way that it meets their need and solves their
problems
• Explain to the potential client the procedure taken to process their application
• Apply the correct credit criteria when assessing the file
• Drafting motivations and explanations of any abnormalities for better understanding
Maintain customer contact and Follow-up
• Update the client on every step of the process after the deal is concluded
• Explain answers to questions from clients accurately and clearly
• Keep in contact with the client even after LOA has been signed
• On signing LOA, get referrals from client
Applications capture and file construction
• Application completed and captured
• Supporting documents acquired. File packaged for Branch Admin
Education Profile
Matric Minimum Experience:
• Min. 2 years proven track record in sales (sales leagues / rankings; records & achievements)
• Must have operated in an environment that requires proactive prospecting (a hunter).
Must have worked in a pressurised sales environment
• Exceptionally strong admin skill set
Application Instructions
Please forward your CV to ronal@myfuturecareer.co.za. Should you not be contacted within 2 weeks, kindly consider your application unsuccessful.
Contact Details
Contact Name | Ronal |
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Contact Phone | 0720865442 |
Contact Email | ronal@myfuturecareer.co.za |