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OMF Financial Services Specialist

1 week ago

Springs, South Africa Old Mutual Full time

About the Role

As a seasoned financial professional, you will be responsible for delivering exceptional client service and providing expert financial education to our valued customers.

We are seeking a talented individual who is passionate about helping clients achieve their financial goals through the marketing and selling of Old Mutual and other products.

  • Meet sales targets in terms of lending and other products by identifying new business opportunities and building strong relationships with clients.
  • Educate clients on responsible use of credit and effective money management through workshops, seminars, and one-on-one consultations.
  • Establish a new business pipeline through marketing, lead generation, and tracking to ensure sustained growth and success.
  • Foster mutually beneficial relationships with other business units to facilitate intra-branch referrals and drive revenue growth.
  • Maintain high levels of customer satisfaction by providing excellent face-to-face and telephonic service, ensuring timely resolution of client queries and issues.