Junior Consultant

Recruiter:

West Coast Personnel

Job Ref:

CPT000464/OK

Date posted:

Friday, August 15, 2025

Location:

Cape Town, 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 drivers 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.