763 Property Finance Sales Consultant jobs in South Africa
Property Finance Sales Consultant
Posted 2 days ago
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Job Description
SUMMARY : Home Loans Sales
POSITION INFO : Job Purpose :
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 Home Loans or offer tailor-made home finance packages accompanied by exceptional service.
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 solutions.
- Ensure proper records of leads and follow-ups.
C. Match Product Offerings to Needs :
- Utilize extensive product knowledge to present tailored solutions.
- Explain application procedures and apply appropriate credit criteria.
- Provide upfront explanations of situations that need clarity and ensure supporting documents.
D. Explain Final Approval and Successful Closing :
- Clarify all terms and conditions of the final offer to client.
- Summarize benefits of the product package and all relevant conditions.
E. Maintain customer contact and Follow-up :
- Keep clients updated throughout the process.
- Provide clear explanations to client inquiries.
- Maintain contact after client has accepted our offer and request referrals.
F. Applications capture and file construction :
- Complete and capture applications accurately, based on what the client requires and qualifies for.
- Compile supporting documents and ensure the file is completed and ready to process.
Minimum Requirements :
- Own car / transport and valid driver’s license.
- Matric qualification
Minimum Experience :
- 2 years of successful sales conversions.
- Experience in proactively prospecting in a pressurized sale environment.
- Strong administrative skills.
- Marketing experience.
Preferred Experience :
- 3 years of sales experience, preferably in home loans.
- Experience in sales within a self-sourcing environment, adept at proactively generating leads.
Generic Competencies :
- Drive
- Adaptability
- Analyzing and forming opinions
- Result-Orientated
- Persuasiveness
Technical Competencies :
- Computer skills
- Planning
- Performing under pressure
- Market orientated
- Accuracy
- Systematic and organized
Benefits :
- Opportunity to earn high commission.
- Marketing Support & expenses covered.
- Benefit from In-Office Administrative Assistance.
- Company Vehicle Use.
- Petrol Incentive.
- Monthly Incentives based on targets achieved – twice a month.
- Potential for Lucrative Year-End Bonuses.
- Top Performers Earn Fully Paid International Trips.
- Opportunity to Attend Annual Awards - all Expenses Covered.
Salary Package & Commission :
Basic Salary : R15,000 (Non-negotiable)
Settling-In Allowance :
R10,000 (Months 1–3)
R6,000 (Month 4)
R5,000 (Month 5)
R3,000 (Month 6)
Commission : 0.3% on deals closed (R2.5M monthly target)
Full details on commission structure and expectations will be covered in the interview.
#J-18808-LjbffrProperty Finance Sales Consultant - West Rand Salary and Commission
Posted 16 days ago
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Job Description
There is a newly created job opportunity available, suitable for strong “Hunter-profiled” sales experts , to take up a next opportunity with a highly recognised financial institution.
Position Overview:
To actively prospect potential home loan clients through lead providers (agents and originators) and through personal marketing and people engagement opportunities. By using the appropriate needs analysis-based selling techniques, either switches them from other financial institutions or to offer them a new home finance package that is tailor-made and accompanied by our amazing service.
Duties & ResponsibilitiesKey Performance Areas:
- Source potential clients.
- Match relevant product package to relevant need.
- Explain the LOA (Final Grant) and close the deal.
- Maintain customer contact and follow-up.
- Identify the primary financial needs of potential clients.
- 3 years of External Sales experience , preferably in a home loan environment.
- One must be able to provide proof of your proven successful sales track record and achievements.
- Must have Grade 12.
- Own car/ transport and Driver’s License essential.
- Clear Credit and Criminal record essential.
- Must have operated in an environment that requires proactive prospecting (a hunter).
- Must have worked in a pressurised sales environment.
- Exceptionally strong admin skill set.
If you meet all the requirements specified above and are interested to further the process, kindly send your detailed CV and proven sales track record .
#J-18808-LjbffrProperty Finance Sales Consultant (Financial Services) - Bloemfontein Annual Cost to Company
Posted 16 days ago
Job Viewed
Job Description
Location: Bloemfontein, Free State
A leading financial services firm is expanding their team and wishes to hire an experienced Property Finance Consultant.
Duties & ResponsibilitiesAs an experienced Property Finance Consultant, you will be responsible for actively prospecting potential home loan clients through lead providers (agents and originators) and through personal marketing and people engagement opportunities. You will use the appropriate needs analysis based selling techniques to either switch clients from other financial institutions or offer them new home finance packages that are tailor-made and accompanied by the firm’s exceptional service.
Key Responsibilities:
- Source potential clients.
- Identify needs.
- Match relevant product package to relevant need.
- Explain the LOA (Final Grant) and close the deal.
- Maintain customer contact and follow-up.
- Applications capture and file construction.
Qualifications and Experience:
- Minimum of 3 years in external sales/hunting sales, Financial Sales/Home loan sales/Property Sales experience required.
- Stable career track record is essential.
- Must have a clear credit and criminal record.
- Minimum 2 years proven track record in an external sales/hunting sales environment (sales leagues/rankings; records, and achievements).
- Must have operated in an environment that requires proactive prospecting (a hunter) and have worked in a pressurized sales environment.
- Exceptionally strong admin skill set.
- Own reliable transport is essential.
If you meet all the requirements specified above and are interested in furthering the process, kindly contact Patricia Jacobs by sending your detailed CV to
Package & Remuneration- Medical Aid
- Performance Bonus
- Provident Fund
- Commission
Home Loan & Mortgage Sales Specialist
Posted 4 days ago
Job Viewed
Job Description
Our client is one of South Africa's leading mortgage finance and mortgage insurance providers, offering innovative home loan solutions. They are looking for a high-performing Home Loan & Mortgage Sales Specialist with a strong network and an existing book of business to join their team.
Job Purpose
This role requires an experienced sales professional to leverage their existing client base and industry relationships to drive home loan sales. The successful candidate will proactively source new business, convert leads, and facilitate home loan transfers from other financial institutions to our client, delivering tailored finance solutions with top-tier customer service.
Key Responsibilities
A. Lead Generation & Business Development
- Leverage an existing book of business from the home loan or insurance industry to generate leads.
- Expand and maintain strong relationships with estate agents, bond originators, financial advisors, and other referral partners.
- Implement effective direct marketing campaigns, including social media, corporate presentations, community networking, and in-person client engagement.
B. Client Needs Assessment
- Conduct detailed needs analysis using open-ended questioning techniques to understand clients' financial goals.
- Assess clients' financial health, affordability, and credit standing to determine eligibility.
- Identify and provide solutions to clients facing financial challenges.
- Maintain comprehensive records of leads, follow-ups, and client interactions.
- Utilize in-depth home loan and mortgage product knowledge to present tailored solutions.
- Guide clients through the application process, ensuring a smooth and transparent experience.
- Clearly explain credit criteria, application requirements, and necessary supporting documents.
- Clearly communicate all terms and conditions of the final offer.
- Reinforce the benefits of the home finance package and address any last-minute objections.
C. Customer Relationship Management
- Maintain ongoing contact with clients throughout the application process.
- Provide proactive communication and clear explanations to address client inquiries.
- Establish long-term relationships and request referrals from satisfied clients.
D. Application Processing & Documentation
- Accurately capture and process home loan applications, ensuring all required documents are submitted.
- Maintain well-organized client files to facilitate a smooth approval process.
Education :
Industry Experience :
- Candidates MUST come from the Home Loans or Insurance industry.
- 2+ years of successful external sales experience in a target-driven environment.
- Proven ability to self-source leads and convert high-value deals.
- Strong network and an existing book of business that can be transferred.
Other Requirements :
- Own vehicle and valid driver's license.
- No adverse credit findings or debt review status.
Preferred Experience
- 3+ years of sales experience in mortgage lending, home loans, or related financial services.
- Experience in building and managing long-term client relationships within the industry.
- A strong track record in independent lead generation and business development.
Industry Knowledge & Sales Ability
- In-depth knowledge of mortgage finance, home loan products, and lending criteria.
- Ability to influence decision-makers and navigate the home loan application process effectively.
Sales & Business Development Skills
- Exceptional networking skills to generate new business and maximize referrals.
- Ability to analyze financial situations and propose the most suitable home loan solutions.
- Strong negotiation and persuasion skills to close deals successfully.
Personal Attributes & Work Ethic
- Self-motivated, resilient, and target-driven.
- Highly organized and detail-oriented.
- Ability to work under pressure in a fast-paced sales environment.
Sales Consultant - Property Finance
Posted today
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Job Description
Commercial Real Estate Finance Analyst-UK & Europe (Fully remote)
Posted 10 days ago
Job Viewed
Job Description
Cape Town, Western Cape, South Africa
Job Openings Commercial Real Estate Finance Analyst-UK & Europe (Fully remote)
About the job Commercial Real Estate Finance Analyst-UK & Europe (Fully remote)Fully RemoteRole: Commercial Real Estate Finance Analyst(UK & Europe)
Our client is a premier UK advisory firm specializing in commercial real estate finance. The company delivers bespoke financial solutions and strategic insights to commercial clients, driving investment success and fostering long-term partnerships.
Job Description: We are looking for an experienced and detail-oriented Commercial Real Estate Finance Analyst to enhance our financial analysis capabilities and support our clients' investment strategies. The ideal candidate will possess strong cash flow modelling skills, a deep understanding of real estate asset classes, and the ability to create impactful financial presentations. Your role will involve client-facing interactions and collaborative efforts to deliver comprehensive financial insights and recommendations.
Key Responsibilities:
- Cash Flow Modelling: Develop and maintain robust cash flow models to assess the financial performance and value of commercial real estate assets.
- Financial Analysis: Conduct detailed financial analysis, including valuation, income and expense analysis, and investment return calculations.
- Presentation Creation: Prepare and deliver high-quality presentations and financial brochures, effectively communicating complex financial data to clients and stakeholders.
- Market Research: Analyze market trends, asset classes, and economic factors impacting real estate investments to inform strategic decisions.
- Client Interaction: Engage with clients to understand their financial objectives, provide tailored advice, and address their financial inquiries.
- Due Diligence: Support acquisition and disposition processes through rigorous financial due diligence and analysis.
- Report Preparation: Contribute to the development of investment reports and strategic recommendations for senior management.
Requirements:
- Education: Bachelors degree in finance, or a related field. Commercial Real Estate experience preferred
- Experience: Demonstrated experience in commercial real estate finance, including expertise in cash flow modelling, financial analysis, and valuation.
- Asset Class Knowledge: Strong understanding of various real estate asset classes and market dynamics.
- Presentation Skills: Proven ability to create and deliver clear, compelling financial presentations and brochures.
- Client-Facing Experience: Experience in client-facing roles with a track record of building and maintaining professional relationships.
- Language Skills: Excellent English communication skills. Multilingual skills (Spanish and/or French) are preferred but not essential.
- Technical Skills: Proficiency in Microsoft Excel, PowerPoint, and financial modelling software.
- Analytical Skills: Strong analytical and problem-solving abilities with meticulous attention to detail.
- Teamwork: Ability to work effectively both independently and as part of a team in a fast-paced environment.
What We Offer:
- Competitive salary and performance bonus
- Opportunities for professional development and career advancement.
- A collaborative and supportive work environment.
- Engaging projects and assignments that impact the real estate finance industry.
How to Apply: Please apply online and submit your CV & cover letter
Equal Opportunity Employer: Our client is committed to creating a diverse and inclusive workplace. We encourage applications from all qualified individuals regardless of race, gender, disability, or any other characteristic.
Join Us: Be a part of a forward-thinking team that is shaping the future of commercial real estate finance. We look forward to receiving your application and exploring how your expertise can contribute to our continued success.
#J-18808-LjbffrSales Consultant â Property Finance
Posted 1 day ago
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Job Description
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Requirements:
National Senior Certificate (Matric â NQF Level 4)
Valid South African driverâs license and own vehicle
Minimum 2 years of proven success in sales conversions
Minimum 3 yearsâ experience in a self-driven sales environment
Strong administrative skills and attention to detail
Marketing experience
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Kindly note that if you have not received any feedback 2 weeks after your application, please consider your application unsuccessful.
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Property Finance Consultant (External Sales Rep) R12 500 CTC + commission
Posted 16 days ago
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Job Description
A finance company based in Tyger Valley is seeking a Finance Consultant to join their team. This is an external sales role, so candidates are required to have their own vehicle.
Duties & Responsibilities- Source Potential Clients (New business / hunting)
- Identify client needs
- Product knowledge
- Maintain customer relationships
- Matric
- 2 years new business sales experience
R12 500 + commission
#J-18808-LjbffrFinance Manager - Real Estate (Remote South Africa)
Posted 4 days ago
Job Viewed
Job Description
Job Title: Finance Manager - Real Estate
Job Type: Full-Time Contractor
Location: Remote 100%
Working Schedule : Monday through Friday, 9 am - 6 pm CT
Compensation: 3,000 - 4,000 USD (DOE)
About HireHawk
At Hirehawk, we connect top global talent with high-performing U.S. companies. Our focus is on finding exceptional professionals who bring both expertise and drive to every role. We're passionate about helping candidates grow their careers while supporting our clients with reliable, remote-ready talent that makes an impact from day one.
About the Opportunity
We're looking for a proactive, detail-oriented, and highly organized Commercial Real Estate Finance Manager to support the day-to-day functions of a successful, growing commercial real estate private equity firm. This fully remote role reports directly to the Owner and touches multiple areas of the business, including finance, property operations, investor reporting & communications, deal support, and executive assistance. The ideal candidate is a self-starter who thrives in a fast-paced environment, can effectively manage multiple workflows, and is fluent in U.S.-based real estate business practices.
Core Responsibilities
Finance & Accounting Support
- Track rent collections, monitor weekly delinquency reports, and follow up with property managers and tenants
- Review property-level financials, flag discrepancies, and help identify trends or issues
- Based on portfolio-level cash flows, provide recommendations on quarterly investor distributions, process wires, and track investor distribution logs
- Monitor outgoing cash flow, vendor invoices, and operating expense tracking
- Coordinate with accountants to ensure timely tax prep, filings, and K-1 distribution
- Maintain internal tracking of capital calls, loan payments, escrow balances, and interest reserves
Investor Communications & Document Management
- Draft investor updates, distribution memos, capital calls, and recap emails using standardized templates
- Maintain a secure and organized repository of investor records, including K-1s, subscription docs, wire instructions, and historical distributions
- Format and send clean, professional investor-facing materials as PDFs and tracked emails
- Onboard new investors and update internal CRM or cap tables as needed
Deal Support & Underwriting Assistance
- Gather property comps, operating data, and market research for underwriting purposes
- Assist in building or updating financial models for new acquisitions or refinancings
- Track deal timelines, escrow milestones, and key deliverables across acquisitions, dispositions, and construction projects
- Prepare summaries, charts, and slides for internal investment review or external investor presentation
Admin & Executive Support
- Maintain detailed digital filing systems for all company entities and properties, including leases, loans, legal documents, and tax materials
- Monitor and manage workflows across tax prep, investor distributions, property renewals, and compliance items
- Draft clear and professional communications, memos, and follow-up emails on behalf of the principal
- Build and manage task tracking systems (Notion, Google Sheets, or Asana) for recurring responsibilities
- Create, manage, and maintain internal SOPs for key recurring processes such as distributions, rent tracking, entity formation, and investor reporting
Requirements
Must-Haves for This Role
- Fluent in English (written and verbal), with strong communication and follow-up skills
- 7+ years of experience working with U.S.-based clients in real estate, property management, accounting, or operations, including hands-on experience in real estate private equity with a strong understanding of investor reporting, capital distributions, and related financial processes.
- Advanced knowledge of real estate financial statements, rent rolls, and ledgers, and investor workflows is a strong plus
- Proficient in Google Workspace (Sheets, Docs, Gmail, Calendar), Excel, PDF tools, Slack, and cloud-based file systems (Drive, Dropbox)
- Highly organized, detail-oriented, and able to prioritize independently
- Reliable internet connection and ability to work Central time business hours
- Trustworthy, discreet, and comfortable handling confidential business and financial information
- Familiarity with AppFolio or experience using property management software
Benefits
- Competitive compensation: 3,000 - 4,000 USD (DOE)
- Access to a $200k+ perk marketplace with instant discounts on 150+ services
- Access up to 50% of approved earnings before payday (no credit checks or fees)
- On-time, in-currency pay
Finance Manager - Real Estate (Remote South Africa)
Posted 10 days ago
Job Viewed
Job Description
Job Title: Commercial Real Estate Finance Manager
Job Type: Full‑Time Contractor
Location: Remote 100%
Working Schedule : Monday through Friday, 9 am - 6 pm CT
Compensation: 3,000 - 4,000 USD (DOE)
At Hirehawk, we connect top global talent with high-performing U.S. companies. Our focus is on finding exceptional professionals who bring both expertise and drive to every role. We’re passionate about helping candidates grow their careers while supporting our clients with reliable, remote-ready talent that makes an impact from day one.
About the OpportunityWe’re looking for a proactive, detail-oriented, and highly organized Commercial Real Estate Finance Manager to support the day-to-day functions of a successful, growing commercial real estate private equity firm. This fully remote role reports directly to the Owner and touches multiple areas of the business, including finance, property operations, investor reporting & communications, deal support, and executive assistance. The ideal candidate is a self-starter who thrives in a fast-paced environment, can effectively manage multiple workflows, and is fluent in U.S.-based real estate business practices.
Core ResponsibilitiesFinance & Accounting Support
- Track rent collections, monitor weekly delinquency reports, and follow up with property managers and tenants
- Review property-level financials, flag discrepancies, and help identify trends or issues
- Based on portfolio-level cash flows, provide recommendations on quarterly investor distributions, process wires, and track investor distribution logs
- Monitor outgoing cash flow, vendor invoices, and operating expense tracking
- Coordinate with accountants to ensure timely tax prep, filings, and K-1 distribution
- Maintain internal tracking of capital calls, loan payments, escrow balances, and interest reserves
Investor Communications & Document Management
- Draft investor updates, distribution memos, capital calls, and recap emails using standardized templates
- Maintain a secure and organized repository of investor records, including K-1s, subscription docs, wire instructions, and historical distributions
- Format and send clean, professional investor-facing materials as PDFs and tracked emails
- Onboard new investors and update internal CRM or cap tables as needed
Deal Support & Underwriting Assistance
- Gather property comps, operating data, and market research for underwriting purposes
- Assist in building or updating financial models for new acquisitions or refinancings
- Track deal timelines, escrow milestones, and key deliverables across acquisitions, dispositions, and construction projects
- Prepare summaries, charts, and slides for internal investment review or external investor presentation
Admin & Executive Support
- Maintain detailed digital filing systems for all company entities and properties, including leases, loans, legal documents, and tax materials
- Monitor and manage workflows across tax prep, investor distributions, property renewals, and compliance items
- Draft clear and professional communications, memos, and follow-up emails on behalf of the principal
- Build and manage task tracking systems (Notion, Google Sheets, or Asana) for recurring responsibilities
- Create, manage, and maintain internal SOPs for key recurring processes such as distributions, rent tracking, entity formation, and investor reporting
- Fluent in English (written and verbal), with strong communication and follow-up skills
- 7+ years of experience working with U.S.-based clients in real estate, property management, accounting, or operations, including hands-on experience in real estate private equity with a strong understanding of investor reporting, capital distributions, and related financial processes.
- Advanced knowledge of real estate financial statements, rent rolls, and ledgers, and investor workflows is a strong plus
- Proficient in Google Workspace (Sheets, Docs, Gmail, Calendar), Excel, PDF tools, Slack, and cloud-based file systems (Drive, Dropbox)
- Highly organized, detail-oriented, and able to prioritize independently
- Reliable internet connection and ability to work Central time business hours
- Trustworthy, discreet, and comfortable handling confidential business and financial information
- Familiarity with AppFolio or experience using property management software
- Competitive compensation: 3,000 - 4,000 USD (DOE)
- Access to a $200k+ perk marketplace with instant discounts on 150+ services
- Access up to 50% of approved earnings before payday (no credit checks or fees)
- On-time, in-currency pay