Industry/Home Loans) - JHB Central Job Purpose: Actively engage in prospecting potential home loan clients clients by leveraging lead providers (Estate Agents, Bond originators, direct to client) and direct marketing techniques. Facilitate the movement of existing home loans from other financial institutions to employer or 3 years of sales experience, preferably in home loans . Experience in sales within a self-sourcing environment
potential home loan clients, through lead providers (agents and originators) and through personal marketing reactive methods: 3. (1) Referral campaigns, (2) Personal marketing opportunities i.e. Shows, Expos, Mall 3-years Sales experience, preferably in a home loans environment Generic Competencies: Self starter Energetic
potential home loan clients, through lead providers (agents and originators) and through personal marketing reactive methods: 3. (1) Referral campaigns, (2) Personal marketing opportunities i.e. Shows, Expos, Mall 3-years Sales experience, preferably in a home loans environment Generic Competencies: Self starter Energetic
mastermind behind fostering partnerships with key trade agents within the industry. From MICE companies to PCO’s persuade and negotiate to close deals with trade agents.
Unique competencies:
Journals Bond accounts Loan accounts Stock counts / Inventory counts Reconciliation of loan accounts Salary
and managing a team of +- 20 agents
/>- Sign up a minimum of 5 active lead referral agents
- Complete weekly reports that reflect leads
insurance either as a broker agent or tied agent
- Call center agents not preferred unless they have
Insurance Principles and practice
- Customer and Personal Service
- Clerical and administrative procedures
accounts (loan's, receivables and payables) Fixed Asset Prepaid expenses Deposit Staff saving and loan accounts with processing of inter-company transactions and loan accounts; Intermediate Excel knowledge (must be
assessing the quality of interactions between Fintech Agents and customers. Key dials Identify and enhance operational Prioritising Attention to detail Drive and Energy Personal resilience Integrity and values Customer centricity
journals, Intercompany loans etc.