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. The Old Mutual Finance Financial Consultant 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.
Duties and Responsibilities
Marketing -To establish a new business pipeline through marketing, lead generation and tracking.
Operational Efficiency: -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. -Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
Personal Effectiveness -Accountable for individual sales targets, branch operations and service delivery through own efforts. Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months. -Continuously broadens individual skills. -Collaborates effectively with others to achieve personal results. -Accepts and lives the company values. Relationship Building: -Facilitates intra branch referrals by building mutually beneficial relationships with other business units Provides excellent client service and build sustainable relationships that enhances the OMF and OM brands
Qualifications and Experience
Job Requirements -Grade 12 or equivalent -Minimum 2 years sales and/or lending experience with individual sales targets -Minimum 2 years client service experience
