Financial Services Professional

4 days ago


Nelspruit, Mpumalanga, South Africa Old Mutual South Africa Full time
Job Overview

As a Financial Consultant at Old Mutual South Africa, you will play a pivotal role in delivering exceptional customer service and financial education to achieve lending, servicing, transactional banking, and insurance sales targets.

Key Responsibilities
  • Meet monthly sales targets for lending, transactional banking, and insurance products.
  • Servicing existing Old Mutual policies by facilitating claims, attending to customer complaints, and queries to meet Net Promoter Score requirements.
  • Verify loan application documentation for accuracy, authenticity, and compliance with company policy and procedures.
  • Capture client information accurately on Summit as per loan application and supporting documentation.
  • Suspend or reject loan applications as needed, reporting suspicious 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 copies of contracts/agreements to clients.
  • Print loan agreements for client signatures.
  • Correct altered loan application information sent for rework and reprint for client signatures.
  • Follow up on clients with missed instalments.
  • Meet collections and arrears targets for lending products.
  • Educate clients on responsible credit use and effective money management.
  • Establish new business pipelines through internal and external marketing, lead generation, and cross-selling to customers.
  • Adhere to regulatory and legislative governance to ensure quality business and mitigate risk.


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