Professional Financial Services Specialist

1 month ago


Polokwane, Limpopo, South Africa Old Mutual Full time

Company Overview


Old Mutual is a leading financial services provider dedicated to delivering exceptional customer experiences and fostering sustainable relationships.


About the Role


We 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 education while achieving lending, servicing, transactional banking, and insurance sales targets.


Key Responsibilities



  • Maintain a high level of customer satisfaction by ensuring timely and accurate processing of loan applications, claims, and customer queries.
  • Meet monthly sales targets in terms of lending, transactional banking, and insurance products.
  • Collaborate with internal teams to facilitate intra-branch referrals and cross-sell opportunities.
  • Project a professional image of Old Mutual Finance by adhering to dress code, housekeeping, and professional behavior standards.
  • Build and maintain sustainable relationships with clients to enhance the brand's reputation.
  • Process lending products and verify required information accurately and efficiently.

Requirements


To succeed in this role, you must possess:



  • A National Senior Certificate or equivalent qualification (NQF level 4).
  • A minimum of 1 year of sales or service experience, preferably in the retail, banking, or financial industries.
  • Excellent communication, interpersonal, and numeracy skills.
  • The ability to sell and communicate effectively with clients.

What We Offer


In return for your hard work and dedication, we offer a competitive salary package, including:



  • An estimated annual salary of R250,000 - R350,000, depending on experience.
  • A comprehensive benefits package, including medical aid, retirement fund, and life insurance.
  • Ongoing training and development opportunities to enhance your skills and knowledge.

Join Our Team


If you are a motivated and results-driven individual who is passionate about delivering exceptional customer experiences, we encourage you to apply for this exciting opportunity.



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