Current jobs related to Financial Services Professional - Polokwane, Limpopo - Old Mutual
-
Financial Services Professional
1 month ago
Polokwane, Limpopo, South Africa Sanlam Full timeJob Title: Branch Consultant/ Financial Advisor About the Role: Sanlam, a leading Financial Services Institution, is seeking a skilled professional to promote its Retail Mass products and increase market share. The ideal candidate will provide sound financial advice and deliver exceptional client service in a branch context. Key Responsibilities: Gain and...
-
Professional Financial Services Specialist
4 weeks ago
Polokwane, Limpopo, South Africa Old Mutual Full timeCompany OverviewOld Mutual is a leading financial services provider dedicated to delivering exceptional customer experiences and fostering sustainable relationships.About the RoleWe are seeking an experienced Financial Services Specialist to join our team. As a key member of our sales team, you will be responsible for providing top-notch customer service and...
-
Financial Services Professional
1 month ago
Polokwane, Limpopo, South Africa Liberty Standard Bank Group 2 Full timeUnlock Your Potential with Liberty Standard Bank Group 2About the Role:Foster strong relationships with clients to understand their financial objectives and create personalized plans to achieve them. Develop a unique financial plan that covers investments, insurance, and retirement planning to create wealth and financial peace-of-mind for clients.Key...
-
Polokwane, Limpopo, South Africa PPS Recruitment Full timeJob SummaryWe are seeking an experienced and ambitious Financial Advisor to join our team at PPS Recruitment in Limpopo. As a key member of our sales team, you will be responsible for providing expert financial services to clients and members, focusing on implementing tailored solutions that meet their needs.
-
Professional Financial Planner for Polokwane
2 weeks ago
Polokwane, Limpopo, South Africa IWCP : Insurance & Wealth Creation Professionals Full timeWe are seeking a dedicated Professional Financial Planner to join our team at IWCP: Insurance & Wealth Creation Professionals in Polokwane.Job OverviewThis is a full-time hybrid role where you will be responsible for providing comprehensive financial planning services to clients, managing investments, and ensuring their financial security through insurance...
-
Financial Professional
1 month ago
Polokwane, Limpopo, South Africa Express Employment Professionals Full timeKey Responsibilities: Qualified accountant with at least 3 years of experience, possessing strong financial management skills, and a deep understanding of accounting principles. Familiarity with the Dealership/Automotive/Commercial Vehicles industry is highly advantageous, demonstrating industry-specific knowledge. Producing accurate and timely accounting...
-
Strategic Financial Professional
1 month ago
Polokwane, Limpopo, South Africa Progessive International Full timeJob SummaryWe are seeking an experienced Strategic Financial Professional to join our team at Progressive International.About the RoleThis is a key position that requires a highly skilled and experienced professional to lead our financial operations. The successful candidate will be responsible for overseeing all aspects of financial management, including...
-
Senior Financial Services Specialist
1 month ago
Polokwane, Limpopo, South Africa Sanlam Full timeJob DescriptionRole OverviewSanlam is a leading financial services provider in the South African market, dedicated to building strong relationships with our financial advisors. We aim to help our employees realise their worth and achieve their career aspirations.Key Responsibilities1. Business Growth and DevelopmentAssist in growing the Sanlam Adviser...
-
Polokwane, Limpopo, South Africa Neptune Full time**Company Overview:**Welcome to Neptune, a leading organization dedicated to providing exceptional financial services to esteemed professionals. Our commitment to excellence and client satisfaction has earned us a reputation as a trusted partner in the industry.**Salary:** The estimated salary range for this role is between **R400,000 - R600,000** per annum,...
-
Dining Service Professional
2 months ago
Polokwane, Limpopo, South Africa Bright Placements Full timeOur esteemed 5-star hotel is seeking a dedicated and enthusiastic Waiter to provide exceptional service to our guests in a luxurious setting. As a key member of our dining service staff, you will be responsible for taking orders, serving food and beverages, and ensuring a memorable dining experience for our guests. Key Responsibilities: * Greet and seat...
-
Financial Services Manager
1 month ago
Polokwane, Limpopo, South Africa Bonafide Human Capital (Pty) Ltd Full timeJob Title:F&I ManagerAt Bonafide Human Capital (Pty) Ltd, we are seeking a skilled F&I Manager to support our automotive dealership network. In this key role, you will provide efficient service to customers and the dealership through vehicle finance and the sale of approved products, ensuring maximum gross profit and compliance with the Financial Service...
-
Restaurant Service Professional
4 weeks ago
Polokwane, Limpopo, South Africa Bright Search Recruitment (Pty) Ltd Full timeJob SummaryWe are seeking an experienced Waiter to join our team at Bright Search Recruitment (Pty) Ltd. As a key member of our service staff, you will be responsible for delivering exceptional dining experiences to our guests.About the RoleAs a Waiter, you will be the face of our restaurant, ensuring that every guest feels welcome and valued. Your primary...
-
Financial Services Manager
1 month ago
Polokwane, Limpopo, South Africa Bonafide Human Capital (Pty) Ltd Full timePurposeThis key role provides support to the dealership network by delivering an efficient service to customers and the dealership through vehicle finance and the sale of approved products. Position OverviewThis role ensures all training, fit & proper, honesty and integrity requirements of the Financial Service Board (FSB) are upheld, while maximizing gross...
-
Government Legal Services Professional
1 week ago
Polokwane, Limpopo, South Africa Limpopo Office of the Premier Full timeJob Title: Government Legal Services Professional">Location: Limpopo, Polokwane">Salary Estimate: R100,000 - R150,000 per annum">Job Description:">We are seeking a highly motivated and organized individual to join our team as a Government Legal Services Professional. This internship is designed to provide hands-on experience in the legal field and equip you...
-
Financial Services Representative
1 month ago
Polokwane, Limpopo, South Africa Nedbank Full timeJob SummaryWe are seeking a skilled Financial Services Representative to join our team. As a key member of our retail banking team, you will be responsible for providing exceptional client service and support.Key ResponsibilitiesClient Engagement: Address client concerns, assist with digital device issues, and provide education on self-service...
-
Customer Service and Sales Support Professional
4 weeks ago
Polokwane, Limpopo, South Africa CTU Career Chatz Full timeWe are seeking a highly motivated and customer-oriented individual to join our team as a Customer Service and Sales Support Professional. This role is responsible for providing efficient and effective sales support, solutions, guidance, and advisory services to the sales team, prospects, and/or potential clients.Ethos and Values:To ensure the vision for CTU...
-
Polokwane, Limpopo, South Africa Standard Bank Group Full timeJob OverviewWe are seeking a highly skilled Financial Service Specialist to join our team in Polokwane. The successful candidate will be responsible for supporting the Relationship Manager with day-to-day administrative and sales functions.
-
Financial Services Consultant
4 weeks ago
Polokwane, Limpopo, South Africa Old Mutual Full timeAbout Old MutualOld Mutual is a leading financial services company that offers a range of products and services to individuals and businesses.
-
Financial Planning Specialist Limpopo Province
3 weeks ago
Polokwane, Limpopo, South Africa Neptune Full timePurpose of the Position:The main objective of this role is to provide professional financial services to clients or members. The successful candidate will be responsible for identifying, retaining, and expanding a membership and client base for eligible professionals by implementing Personal Provident Fund (PPF) financial solutions tailored to meet their...
-
Financial Operations Director
1 week ago
Polokwane, Limpopo, South Africa Motus Holdings Limited Full timeJob Title: Financial Operations DirectorWe are seeking a highly skilled Financial Operations Director to join our team at Motus Holdings Limited. This is a fantastic opportunity for an experienced professional to take on a challenging role and contribute to the growth and success of our organisation.About the Role:Lead and manage the financial operations...
Financial Services Professional
3 months ago
This role is responsible for delivering exceptional customer service and financial education 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.
Key Responsibilities:
* Meet monthly sales targets in terms of lending, transactional banking, and insurance.
* Service existing Old Mutual policies, including facilitation of claims and attending to customer complaints and queries to meet 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.
* Meet collections and arrears targets in terms of lending products.
* Educate clients on responsible use of credit and effective money management.
* Establish 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.
* Adhere to internal regulatory and legislative governances to ensure quality business and mitigate risk.
* Facilitate intra-branch referrals by building mutually beneficial relationships with other business units (i.e. Retail Mass Market, Personal Finance, Octogen etc.).
* Provide 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.
* Build sustainable relationships that enhance the brand.
* Deliver on daily production standards and adhere to service and quality standards.
Requirements
* National Senior Certificate or; (Equivalent NQF level 4)
* Minimum of 1 year's 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)
Closing Date
06 June 2024
