• 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 pro...