single candidate

OMF Financial Consultant (CT Grand Parade)

Old Mutual

Expires: 16 Dec 2024

Full Time

South Africa

Finance

job Description

To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts

Duties and Responsibilities

-Meets monthly sales targets in terms of lending and other products.
-Meets collections and arrears targets in terms of lending products.
-Educates clients on responsible use of credit and effective money management.
-Establishes a new business pipeline through marketing, lead generation and tracking.
-Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
-Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
-Provides excellent face to face and telephonic service to customers.
-Builds sustainable relationships that enhances the brand.
-Delivers on daily production standards and adheres to service and quality standards

Qualifications and Experience

Competencies
-Balances Stakeholders
-Builds Networks
-Communicates Effectively
-Customer Focus
-Ensures Accountability
-Instills Trust
-Interpersonal Savvy
-Manages Complexity

Education
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

How to Apply

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Job overview

  • Location

    South Africa

  • Job Type

    Full Time

  • Expiry Date

    16 Dec 2024

  • Date Posted

    11 Dec 2024

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