OMF Financial Consultant

2 weeks ago

Cape Town, South Africa Old Mutual Full time
Job title : OMF Financial Consultant (Cape Gate) Job Location : Western Cape, Cape Town Deadline : December 07, 2024 Quick Recommended Links
  • Jobs by Location
  • Job by industries

Job Description

  • This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products. 
  • The incumbent is individually accountable for achieving results through own efforts.
  • Meets monthly sales targets in terms of lending, transactional banking and insurance.
  • Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
  • Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
  • Accurately capture all client information on Summit as per loan application and supporting documentation
  • Suspend or reject loan applications to be re-quoted as and when required
  • Report suspicious or fraudulent loan application documents to the Branch Manager
  • Explain the Loan Application Process to facilitate client understanding of the process
  • Explain Terms and Conditions of Old Mutual Finance Products to clients
  • Issue copy of Contract / Agreement to Client
  • Print loan agreement for client’s signature
  • Correct altered loan application information sent for rework and reprint for client’s signature
  • Follow up on clients with 1st and 2nd missed instalments
  • 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 internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
  • 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 (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
  • Provides excellent face to face and telephonic service to customers.
  • Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
  • Builds sustainable relationships that enhances the brand.
  • Delivers on daily production standards and adheres to service and quality standards.
  • Processing of lending products and verification of the required information.

Minimum Requirements

  • National Senior Certificate or; (Equivalent NQF level 4)
  • Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)

Skills

  • Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales

Education

  • National Certification (Nat Cert)  (Required)
     

  • Sales / Retail / Business Development  jobs

  • OMF Financial Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Old Mutual Full time

    Job Title: OMF Financial Consultant About the Role:In this exciting opportunity, you will have the chance to work as a Financial Consultant for OMF, providing exceptional customer service and financial education. You will be responsible for achieving lending, servicing, transactional banking, and insurance sales targets through marketing and selling of Old...

  • OMF Financial Consultant

    3 weeks ago

    Cape Town, South Africa Old Mutual Full time

    Job title : OMF Financial Consultant (CT Grand Parade)Job Location : Western Cape, Cape TownDeadline : December 28, 2024Quick Recommended Links Jobs by Location Job by industries 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...

  • OMF Financial Consultant

    3 weeks ago

    Cape Town, South Africa Old Mutual Full time

    Job title : OMF Financial Consultant (CT Grand Parade) Job Location : Western Cape, Cape Town Deadline : December 28, 2024 Quick Recommended Links Jobs by Location Job by industries Job Description To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other...

  • OMF Financial Consultant

    3 weeks ago

    Cape Town, South Africa Old Mutual Full time

    Job title : OMF Financial Consultant (Claremont)Job Location : Western Cape, Cape TownDeadline : December 12, 2024Quick Recommended Links Jobs by Location Job by industries Job Description This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales...

  • OMF Financial Consultant

    2 weeks ago

    Cape Town, South Africa Old Mutual Full time

    Job title : OMF Financial Consultant (Claremont) Job Location : Western Cape, Cape Town Deadline : December 12, 2024 Quick Recommended Links Jobs by Location Job by industries Job Description This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional...

  • OMF Financial Consultant

    3 weeks ago

    Cape Town, South Africa Old Mutual Full time

    Job title : OMF Financial Consultant (Cape Gate)Job Location : Western Cape, Cape TownDeadline : December 07, 2024Quick Recommended Links Jobs by Location Job by industries Job Description This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales...

  • OMF Financial Consultant

    2 weeks ago

    Cape Town, South Africa Old Mutual Full time

    Job title : OMF Financial Consultant (Mitchellsplain Town Centre) Job Location : Western Cape, Cape Town Deadline : January 05, 2025 Quick Recommended Links Jobs by Location Job by industries Job Description This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing,...

  • OMF HC Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Old Mutual Full time

    Job Title: OMF HC Specialist - Compliance and ERJob Summary:This role collaborates with Line Management and Human Capital Partners to provide administrative and specialist Employee Relations and Human Capital Compliance support.About the Role:The successful candidate will oversee the Human Capital compliance function, ensuring processes comply with company...

  • Financial Services Risk Consultant

    3 days ago

    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Financial Services Risk Consultant OpportunityWe are seeking a highly experienced Financial Services Risk Consultant to join our team at CA Financial Appointments. The ideal candidate will have a strong background in risk management and 8-10 years of experience in the field.Job Description:The Senior Risk Analyst will assist with risk processes, including...

  • Senior Property Financial Coordinator

    2 weeks ago

    Cape Town, Western Cape, South Africa Marvel Placement Consultant Full time

    Job OverviewWe are seeking an experienced Senior Property Financial Coordinator to join our team at Marvel Placement Consultant.

  • OMF IT Scrum Master

    4 weeks ago

    Cape Town, South Africa Old Mutual Full time

    OMF IT Scrum Master (12 Month Contract) OMF IT Scrum Master (12 Month Contract) Apply locations Pinelands posted on Posted Yesterday job requisition id JR-60487 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description Old Mutual Finance is seeking a motivated and...

  • High Earning Financial Consultant

    1 month ago

    Cape Town, Western Cape, South Africa Financial Advisors HR Full time

    We are seeking a highly skilled and motivated Financial Consultant to join our team at Financial Advisors HR. This is an exceptional opportunity for individuals who are passionate about providing top-notch wealth management and protection solutions to our clients.About the Role:This is a full-time remote role for a Financial Adviser/Insurance...

  • Sales Consultant

    3 months ago

    Cape Town, South Africa GOLDLEAF FINANCIAL SERVICES Full time

    **Job description** Job Title: Sales Consultant Job Overview: Are you passionate about assisting people in achieving financial control? Join our sales team as a Debt Review Sales Consultant where your contribution will make a great difference in the lives of others. We are looking for motivated individuals who flourish in a sales-driven environment, have...

  • Financial Strategy Consultant

    3 weeks ago

    Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    Job DescriptionThe Personal Financial Advisor will be responsible for providing financial planning, offering personalized financial advice, creating customized retirement plans, and delivering financial services to clients. The role involves developing tailored financial strategies, analyzing financial data, and guiding clients towards their long-term...

  • Financial Assistant for Property Management

    2 weeks ago

    Cape Town, Western Cape, South Africa Marvel Placement Consultant Full time

    Job Title : Financial Assistant for Property ManagementWe are currently recruiting a highly skilled and experienced Financial Assistant to join our client's team in Cape Town. The ideal candidate will have 1+ years of experience in an administrative financial role, providing exceptional support to the accounting team.The successful candidate will be...

  • Financial Operations Manager

    3 days ago

    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Are you a skilled Financial Operations Manager looking for a new challenge?Salary: R1,400,000 per annumAbout the Role:We are seeking a highly motivated Financial Operations Manager to lead our regional financial operations in Cape Town. This role involves managing financial processes, overseeing sales target management, and ensuring compliance with risk...

  • Regional Financial Manager

    3 weeks ago

    Cape Town, South Africa CA Financial Appointments Full time

    Join a leading financial services provider as the Regional Financial Manager based in Cape Town. The ideal candidate will have a minimum of 5 years of experience in the financial or long-term insurance sectors. A proven track record as a Financial Manager within a sales-driven environment will be advantageous.ResponsibilitiesTranslate regional strategy into...

  • Regional Financial Director

    3 days ago

    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    We are looking for a seasoned Regional Financial Director to join our team in Cape Town.Estimated Salary: R1,300,000 per annumAbout the Role:This role involves leading our regional financial operations, overseeing sales target management, financial payment cycles, and regional budget preparation. The ideal candidate will have a strong background in finance,...

  • Senior Financial Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Sanlam Group Full time

    Job Title: Senior Financial ConsultantWe are seeking a skilled Senior Financial Consultant to join our team in Cape Town. This is a challenging opportunity for a results-driven professional to grow and develop their career.

  • Senior Financial Consultant

    3 weeks ago

    Cape Town, Western Cape, South Africa Intelligent Debt Management Full time

    Job Title : Senior Financial ConsultantOur company, Intelligent Debt Management, is a reputable organization in the financial services industry. We are seeking an experienced and skilled Senior Financial Consultant to join our team.As a Senior Financial Consultant, you will be responsible for assessing clients' financial situations, providing expert advice,...