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.
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.
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.
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.
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.
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.