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Cape Town: Junior Consultant posted by West Coast Personnel

Cape Town: Junior Consultant posted by West Coast Personnel

Posted on 2025-08-25 00:00:00

Job Summary

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

 

  1. 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

 

  1. 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

 

  1. 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

 

  1. Final Approval and Closing
  • Clarify all terms and conditions of the final offer
  • Highlight the benefits and any relevant product conditions

 

  1. Customer Contact & Follow-Up
  • Keep clients informed throughout the application process
  • Clearly answer client inquiries
  • Maintain post-sale contact and request referrals

 

  1. 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 driver’s 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.
View Job  Cape Town City Centre: Senior Financial Accountant

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