Senior Financial Services Specialist

3 weeks ago


South Beach, KwaZulu-Natal, South Africa Old Mutual Full time

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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