Financial Services Professional
4 days ago
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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Nelspruit, Mpumalanga, South Africa Old Mutual Full timeJob DescriptionWe are seeking a highly motivated and results-driven Financial Consultant to join our team. In this role, you will be responsible for providing exceptional customer service and financial education to achieve lending, servicing, transactional banking, and insurance sales targets through the marketing and selling of Old Mutual products.Key...
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Financial Services Specialist
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