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Key Responsibilities: To actively prospect potential home loan clients, through lead providers (agents and originators) and through personal marketing and people engagement opportunities, then by using the appropriate needs analysis based selling techniques, either switches them from other financial institutions or to offer them a new home finance packages that is tailor made and accompanied by our Amazing service. Alignment to business driver/Strategy To ensure that roll up branch, regional and national targets are achieved and hence contribute to maximising company profits and shareholder value. Source potential clients Using proactive prospecting methods: Create a strong network of potential clients through ongoing partnering and relationship building;Using proven and measurable reactive methods: (1)Referral campaigns, (2) Personal marketing opportunities i.e. Shows, Expos, Mall campaigns etc. (3) Email campaigns, (4) Corporate presentations (5) Networking (6) Call duties (7) Social activities (8) SAPTG letters (9) Flyers (10) Open House Days Identify needs Identify the primary financial and emotional needs of the potential client by asking open ended questions and then actively listening to their responsesPre-qualify the potential client through understanding their background situation and linking it to the credit matrixIdentify the financial problems / challenges faced by the potential client and the impact it is having on themShould potential client not qualify, keep their details for possible future follow-up Match relevant product package to relevant need Using outstanding product knowledge, present the features and benefits of a product package to the potential client in such a way that it meets their need and solves their problemsExplain to the potential client the procedure taken to process their applicationApply the correct credit criteria when assessing the fileDrafting motivations and explanations of any abnormalities for better understanding Explain the LOA (Final Grant) and close the deal Explain all the important figures, conditions and terminology in the LOAClose the deal by first summarising the benefits of the relevant product package as it relates to the identified need, then asking for the business Maintain customer contact and Follow-up https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMDA5MjY4MjM4P3NvdXJjZT1ndW10cmVl&jid=1553857&xid=2009268238

Aliwal North

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My client provides loan finance to SMEs - you must come from commercial property investment not Property Sales -this is not for estate agents. Hybrid role. In a nutshell we need someone who understands commercial property investment and who can also do the finance attached to deal sourcing and deal structuring. CTC in the region of 80k pm. (And interest share) Responsibility:Take complete ownership of financial management, encompassing income and expenses, within the area office, ensuring financial stability and adherence to approved budgets. · Oversee the end-to-end property investment process within the area office, with a specific focus on deal sourcing, due diligence, deal structuring and portfolio management for wholly owned property acquisitions, joint venture property investments and owner-occupied property acquisitions for business owners. · Actively participate in various committee meetings, providing input and insights that contribute to informed decision-making. · Prepare and present detailed investment proposal reports for consideration by relevant investment committees, ensuring accuracy and clarity in all documentation. · Develop and execute marketing strategies to promote X Limited’s services and products, while actively engaging in presentations and networking activities to foster industry relationships. · Strategically cultivate and maintain relationships with key intermediaries and industry stakeholders to generate consistent deal flow opportunities, all while promoting and strengthening the brand of X Limited. · Actively manage client relationships and regularly participate in management meetings for equity investments in joint ventures, contributing to the overall success and growth of these partnerships. · Actively participate in the development, management, and retention of your direct report. · Actively participate in the building of a team through the recruitment and selection, and to the development, management, and retention of additional direct reports. Qualifications: · A Bcom degree in Accounting, with Accounts 2, Finance or other business-related field. · A Property Investment-related degree will be advantageous. · 4 or more years of experience in property investment/property finance structuring. The individual needs to possess the ability to build and maintain relationships, have strong negotiation skills and be results-focused. Requirements: · 5 or more years of experience in Business Investment. · Experience in Banking, sales and marketing. Competencies: · Deciding and Initiating Action · Leading and Supervising · Persuading and Influencing · Presenting and Communicating Information · Planning and Organising · Delivering Results and Meeting Customer Expectations · Relating and Networking with People Salary: Up to R80,000.00 per month Education: Bachelors (Required) with Accounts 2 passed Experience: Business Investment: 5 years (Required) Sales and Marketing: 3 years (Required) Property Finance Structuring: 4 years (Required)Salary: R80000Job Reference #: FinanceConsultant Name: Carol Ann Farrelly

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Key Responsibilities: To actively prospect potential home loan clients, through lead providers (agents and originators) and through personal marketing and people engagement opportunities, then by using the appropriate needs analysis based selling techniques, either switches them from other financial institutions or to offer them a new home finance packages that is tailor made and accompanied by our Amazing service. Alignment to business driver/Strategy To ensure that roll up branch, regional and national targets are achieved and hence contribute to maximising company profits and shareholder value. Source potential clients Using proactive prospecting methods: Create a strong network of potential clients through ongoing partnering and relationship building;Using proven and measurable reactive methods: (1)Referral campaigns, (2) Personal marketing opportunities i.e. Shows, Expos, Mall campaigns etc. (3) Email campaigns, (4) Corporate presentations (5) Networking (6) Call duties (7) Social activities (8) SAPTG letters (9) Flyers (10) Open House Days Identify needs Identify the primary financial and emotional needs of the potential client by asking open ended questions and then actively listening to their responsesPre-qualify the potential client through understanding their background situation and linking it to the credit matrixIdentify the financial problems / challenges faced by the potential client and the impact it is having on themShould potential client not qualify, keep their details for possible future follow-up Match relevant product package to relevant need Using outstanding product knowledge, present the features and benefits of a product package to the potential client in such a way that it meets their need and solves their problemsExplain to the potential client the procedure taken to process their applicationApply the correct credit criteria when assessing the fileDrafting motivations and explanations of any abnormalities for better understanding Explain the LOA (Final Grant) and close the deal Explain all the important figures, conditions and terminology in the LOAClose the deal by first summarising the benefits of the relevant product package as it relates to the identified need, then asking for the business Maintain customer contact and Follow-up https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xODk0OTM5ODEzP3NvdXJjZT1ndW10cmVl&jid=1553854&xid=1894939813

Polokwane / Pietersburg

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Key Responsibilities: To actively prospect potential home loan clients, through lead providers (agents and originators) and through personal marketing and people engagement opportunities, then by using the appropriate needs analysis based selling techniques, either switches them from other financial institutions or to offer them a new home finance packages that is tailor made and accompanied by our Amazing service. Alignment to business driver/Strategy To ensure that roll up branch, regional and national targets are achieved and hence contribute to maximising company profits and shareholder value. Source potential clients Using proactive prospecting methods: Create a strong network of potential clients through ongoing partnering and relationship building;Using proven and measurable reactive methods: (1)Referral campaigns, (2) Personal marketing opportunities i.e. Shows, Expos, Mall campaigns etc. (3) Email campaigns, (4) Corporate presentations (5) Networking (6) Call duties (7) Social activities (8) SAPTG letters (9) Flyers (10) Open House Days Identify needs Identify the primary financial and emotional needs of the potential client by asking open ended questions and then actively listening to their responsesPre-qualify the potential client through understanding their background situation and linking it to the credit matrixIdentify the financial problems / challenges faced by the potential client and the impact it is having on themShould potential client not qualify, keep their details for possible future follow-up Match relevant product package to relevant need Using outstanding product knowledge, present the features and benefits of a product package to the potential client in such a way that it meets their need and solves their problemsExplain to the potential client the procedure taken to process their applicationApply the correct credit criteria when assessing the fileDrafting motivations and explanations of any abnormalities for better understanding Explain the LOA (Final Grant) and close the deal Explain all the important figures, conditions and terminology in the LOAClose the deal by first summarising the benefits of the relevant product package as it relates to the identified need, then asking for the business Maintain customer contact and Follow-up https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNjczMDE0OTE1P3NvdXJjZT1ndW10cmVl&jid=1553861&xid=3673014915

Johannesburg CBD

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Key Responsibilities: To actively prospect potential home loan clients, through lead providers (agents and originators) and through personal marketing and people engagement opportunities, then by using the appropriate needs analysis based selling techniques, either switches them from other financial institutions or to offer them a new home finance packages that is tailor made and accompanied by our Amazing service. Alignment to business driver/Strategy To ensure that roll up branch, regional and national targets are achieved and hence contribute to maximising company profits and shareholder value. Source potential clients Using proactive prospecting methods: Create a strong network of potential clients through ongoing partnering and relationship building;Using proven and measurable reactive methods: (1)Referral campaigns, (2) Personal marketing opportunities i.e. Shows, Expos, Mall campaigns etc. (3) Email campaigns, (4) Corporate presentations (5) Networking (6) Call duties (7) Social activities (8) SAPTG letters (9) Flyers (10) Open House Days Identify needs Identify the primary financial and emotional needs of the potential client by asking open ended questions and then actively listening to their responsesPre-qualify the potential client through understanding their background situation and linking it to the credit matrixIdentify the financial problems / challenges faced by the potential client and the impact it is having on themShould potential client not qualify, keep their details for possible future follow-up Match relevant product package to relevant need Using outstanding product knowledge, present the features and benefits of a product package to the potential client in such a way that it meets their need and solves their problemsExplain to the potential client the procedure taken to process their applicationApply the correct credit criteria when assessing the fileDrafting motivations and explanations of any abnormalities for better understanding Explain the LOA (Final Grant) and close the deal Explain all the important figures, conditions and terminology in the LOAClose the deal by first summarising the benefits of the relevant product package as it relates to the identified need, then asking for the business Maintain customer contact and Follow-up https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMzk3MTg4NzM3P3NvdXJjZT1ndW10cmVl&jid=1553856&xid=3397188737

Botshabelo

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Job Description Key Responsibilities: To actively prospect potential home loan clients, through lead providers (agents and originators) and through personal marketing and people engagement opportunities, then by using the appropriate needs analysis based selling techniques, either switches them from other financial institutions or to offer them a new home finance packages that is tailor made and accompanied by our Amazing service. Alignment to business driver/Strategy: To ensure that roll up branch, regional and national targets are achieved and hence contribute to maximising company profits and shareholder value. Source potential clients Using proactive prospecting methods: Create a strong network of potential clients through ongoing partnering and relationship building;Using proven and measurable reactive methods: (1)Referral campaigns, (2) Personal marketing opportunities i.e. Shows, Expos, Mall campaigns etc. (3) Email campaigns, (4) Corporate presentations (5) Networking (6) Call duties (7) Social activities (8) SAPTG letters (9) Flyers (10) Open House Days Identify needs Identify the primary financial and emotional needs of the potential client by asking open ended questions and then actively listening to their responsesPre-qualify the potential client through understanding their background situation and linking it to the credit matrixIdentify the financial problems / challenges faced by the potential client and the impact it is having on themShould potential client not qualify, keep their details for possible future follow-up Match relevant product package to relevant need Using outstanding product knowledge, present the features and benefits of a product package to the potential client in such a way that it meets their need and solves their problemsExplain to the potential client the procedure taken to process their applicationApply the correct credit criteria when assessing the fileDrafting motivations and explanations of any abnormalities for better understanding Explain the LOA (Final Grant) and close the deal Explain all the important figures, conditions and terminology in the LOAClose the deal by first summarising the benefits of the relevant product package as it relates to the identified need, then asking for the business Maintain customer contact and Follow-up Update the client on every step of the process after the deal is concludedExplain answers to questions from clients accurately and clearlyKeep in contact with the client even after ... https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNTgxOTUxMDY2P3NvdXJjZT1ndW10cmVl&jid=1578449&xid=3581951066

Bloemfontein

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Key Responsibilities: To actively prospect potential home loan clients, through lead providers (agents and originators) and through personal marketing and people engagement opportunities, then by using the appropriate needs analysis based selling techniques, either switches them from other financial institutions or to offer them a new home finance packages that is tailor made and accompanied by our Amazing service. Alignment to business driver/Strategy To ensure that roll up branch, regional and national targets are achieved and hence contribute to maximising company profits and shareholder value. Source potential clients Using proactive prospecting methods: Create a strong network of potential clients through ongoing partnering and relationship building;Using proven and measurable reactive methods: (1)Referral campaigns, (2) Personal marketing opportunities i.e. Shows, Expos, Mall campaigns etc. (3) Email campaigns, (4) Corporate presentations (5) Networking (6) Call duties (7) Social activities (8) SAPTG letters (9) Flyers (10) Open House Days Identify needs Identify the primary financial and emotional needs of the potential client by asking open ended questions and then actively listening to their responsesPre-qualify the potential client through understanding their background situation and linking it to the credit matrixIdentify the financial problems / challenges faced by the potential client and the impact it is having on themShould potential client not qualify, keep their details for possible future follow-up Match relevant product package to relevant need Using outstanding product knowledge, present the features and benefits of a product package to the potential client in such a way that it meets their need and solves their problemsExplain to the potential client the procedure taken to process their applicationApply the correct credit criteria when assessing the fileDrafting motivations and explanations of any abnormalities for better understanding Explain the LOA (Final Grant) and close the deal Explain all the important figures, conditions and terminology in the LOAClose the deal by first summarising the benefits of the relevant product package as it relates to the identified need, then asking for the business Maintain customer contact and Follow-up https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNTQ2NzgzMjAxP3NvdXJjZT1ndW10cmVl&jid=1553855&xid=3546783201

Rustenburg

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"agents for loans" in Eastern Cape

agents for loans in Eastern Cape (2 results)

Results for agents for loans in All Categories in Eastern Cape