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 offer tailor-made home finance packages accompanied by exceptional service.

Tasks

A.Source Potential Leads:

•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.

B.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 so...