Financial Services Professional
4 days ago
We are a leading financial services provider in Africa, committed to delivering excellent client service and innovative solutions. Our diverse talent reflects the African opportunity, and we strive to make a positive impact on our customers' lives.
Job Summary
We are seeking a highly motivated and results-driven individual to join our team as a Financial Consultant. The successful candidate will be responsible for providing exceptional client service, marketing and selling Old Mutual products, and achieving sales targets. This is an exciting opportunity to build a career in financial services and contribute to the growth of our business.
Key Responsibilities:
- Sales Performance: Meet monthly sales targets in terms of lending and other products.
- Collection and Arrears Management: Meet collections and arrears targets in terms of lending products.
- Customer Education: Educate clients on responsible use of credit and effective money management.
- New Business Pipeline: Establish a new business pipeline through marketing, lead generation, and tracking.
- Compliance and Risk Management: Adhere to internal, regulatory, and legislative governances to ensure quality business and mitigate risk.
- Inter-Branch Referrals: Facilitate intra-branch referrals by building mutually beneficial relationships with other business units.
- Customer Service: Provide excellent face-to-face and telephonic service to customers.
- Relationship Building: Build sustainable relationships that enhance the brand.
- Daily Production Standards: Deliver on daily production standards and adhere to service and quality standards.
- Balancing Stakeholders: Demonstrate ability to balance stakeholders' needs and expectations.
- Building Networks: Establish and maintain professional networks within the organization and industry.
- Effective Communication: Communicate effectively with customers, colleagues, and management.
- Customer Focus: Demonstrate a customer-centric approach in all interactions.
- Accountability: Take ownership of results and hold self accountable for achievements.
- Trust Building: Instill trust with customers, colleagues, and management through consistent behavior and actions.
- Interpersonal Savvy: Demonstrate strong interpersonal skills to build and maintain relationships.
- Managing Complexity: Manage multiple priorities and tasks in a fast-paced environment.
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