Junior Consultant

Recruiter:

West Coast Personnel

Job Ref:

CPT000464/OK

Date posted:

Wednesday, June 25, 2025

Location:

Capetown, South Africa

Salary:

R15 000.00 Monthly

SUMMARY:
Job Description:
Proactively source and convert home loan clients through lead generation, needs-based selling, and tailored finance solutions. Manage the full sales process, from prospecting to closing, while maintaining excellent customer service and achieving sales targets.

POSITION INFO:
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

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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