Professional Financial Expert
5 days ago
This role is responsible for delivering exceptional customer service and providing financial education to achieve sales targets through the marketing and selling of Old Mutual products.
Main Responsibilities:- Meet monthly sales targets in terms of lending, transactional banking, and insurance
- Servicing of existing policies including claims facilitation and customer complaints handling to meet Net Promoter Score requirements
- Verification of loan application documentation accuracy and compliance with Policy and Procedures
- National Senior Certificate or equivalent qualification
- Minimum 1 year sales or service experience preferably in Retail, Banking & Financial Industries
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