Senior Financial Services Specialist
3 weeks ago
Job Overview
We are seeking a skilled Financial Consultant to join our team at Old Mutual. As a key member of our sales team, you will be responsible for providing excellent client service and financial education.
Key Responsibilities
- Meet monthly sales targets for lending and other products.
- Meet collections and arrears targets for lending products.
- Educate clients on responsible use of credit and effective money management.
- Establish a new business pipeline through marketing, lead generation, and tracking.
- Adhere 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.
- Provide excellent face-to-face and telephonic service to customers.
- Build sustainable relationships that enhance the brand.
- Deliver on daily production standards and adhere to service and quality standards.
Requirements
- National Certification (Nat Cert)
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