Cape Town: Junior Consultant posted by West Coast Personnel
Posted on 2025-07-27 00:00:00
| Employer | West Coast Personnel |
|---|---|
| Category | Finance/Accounting Management |
| Location | Western Cape / Cape Town |
Job Summary
- 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
- 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
- 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
- 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
- Final Approval and Closing
- Clarify all terms and conditions of the final offer
- Highlight the benefits and any relevant product conditions
- Customer Contact & Follow-Up
- Keep clients informed throughout the application process
- Clearly answer client inquiries
- Maintain post-sale contact and request referrals
- 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.
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