Home loan specialist - polokwane

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 proper records of leads and follow ups.

Match Product Offerings to Needs: Utilize extensive prod...