Financial Services Professional

4 days ago

Province of North West, South Africa Old Mutual Full time
Job Title: Financial Services Professional - Wolmaransstad

 

We are seeking an experienced and skilled Financial Services Professional to join our team in Wolmaransstad. As a key member of our sales team, you will be responsible for providing exceptional customer service and financial education to achieve lending, servicing, transactional banking, and insurance sales targets.

Key Responsibilities:

  • Provide expert guidance on Old Mutual's financial products and services to clients, ensuring they meet their financial goals and objectives.
  • Analyze client needs and develop personalized solutions to meet their financial requirements.
  • BUILD STRONG RELATIONSHIPS with clients to understand their financial goals and provide tailored advice.
  • Meet monthly sales targets in terms of lending, transactional banking, and insurance.
  • Servicing of existing Old Mutual policies, including facilitating claims and attending to customer complaints and queries.
  • Verify loan application documentation for accuracy, authenticity, and compliance with policy and procedures.
  • Capture accurate client information on Summit as per loan application and supporting documentation.
  • Suspend or reject loan applications as required.
  • Report suspicious or fraudulent loan application documents to the Branch Manager.
  • Explain the Loan Application Process to facilitate client understanding.
  • 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.
  • Adheres 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.
  • 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 enhance the brand.
  • Delivers on daily production standards and adheres to service and quality standards.

Requirements:

  • National Senior Certificate or equivalent NQF level 4.
  • Minimum of 1 year sales or service experience (preferably in the Retail, Banking & Financial Industries).
  • Accounting/Financial Services jobs.

Estimated Salary: R250,000 - R350,000 per annum based on experience.

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