Description:
? Source Potential Leads:
- Utilize proactive and reactive prospecting methods.
- Build a strong network through partnerships and relationship management.
- Execute referral campaigns, community and mall activations, corporate presentations, and social media marketing.
? Identify Client Needs:
- Use open-ended questions to assess financial and emotional needs.
- Pre-qualify clients by evaluating their financial background and affordability.
- Offer tailored financial solutions and maintain accurate lead records.
? Match Product Offerings to Client Needs:
- Leverage product knowledge to present customized financing solutions.
- Guide clients through the application process and credit assessment.
- Ensure transparency in documentation and approval requirements.
? Final Approval & Closing:
- Clearly explain terms and conditions of the final offer.
- Summarize benefits and ensure client understanding.
? Customer Contact & Follow-ups:
- Maintain ongoing communication with clients.
- Provide clear responses to inquiries and support post-sale.
- Request referrals to expand the client base.
? Application Processing & Documentation:
- Accurately capture applications based on client needs.
- Ensure supporting documentation is complete for smooth processing.
02 Apr 2025;
from:
gumtree.co.za