ooba Home Loans

Insurance

• Contact clients on a daily basis to promote Capital Legacy product.
• Ensure daily targets are reached.
• Proactively work on unpaid policies to retain clients.
• Handle ad hoc requests.

Insurance Retentions Consultant

Sales

• Assess incoming leads from various channels.
• Contact prospective customers to offer ooba's product and assistance.
• Match ooba's products to customer's unique needs.
• Building strong ooba customer relations.
• Convert leads to opportunity.
• Convert opportunity to order.
• Customer retention.

Customer Sales Centre Consultant

Financial Planning and Analysis

• Receive leads from estate agents and make initial contact with buyers
• Communicate the Buyers Trust value proposition to all parties in the transaction
• Close deals and hand clients to Deal Facilitator to complete deposits
• Ensure deposits are received and reconcile with sales agreements
• Liaise with homebuyers, real estate agents, banks and attorneys throughout the process
• Receive and capture deposit instructions and ensure all relevant documentation is received and in order
• FICA homebuyer and open homebuyer deposit accounts
• Obtain and verify attorney trust account information
• Instruct issuing of deposit guarantees and disbursement of deposits to attorneys on registration
• Ensure homebuyers receive monthly account statements and that interest is paid over
• Collate and distribute activity reports and handle ad hoc queries

Insurance Retentions Consultant

Customer Sales Centre Consultant

Investment Facilitator, Admin