Financial Services Specialist

3 days ago


Pretoria, Gauteng, South Africa Old Mutual Full time

At Old Mutual, we are seeking a highly skilled Financial Services Specialist to join our team in Gauteng. 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 Responsibilities:
  • Meet monthly sales targets in terms of lending, transactional banking, and insurance
  • Servicing of existing Old Mutual policies, including facilitation of claims and attending to customer complaints and queries to meet Net Promotor Score (NPS) requirements
  • Verify loan application documentation for accuracy, authenticity, and compliance to Policy and Procedures as well as completeness
  • Capture all client information on Summit as per loan application and supporting documentation
  • Suspend or reject loan applications when required and report suspicious or fraudulent loan application documents to the Branch Manager
  • Explain the Loan Application Process to facilitate client understanding of the process
  • Explain Terms and Conditions of Old Mutual Finance Products to clients

Salary: R250,000 - R350,000 per annum, depending on experience

Requirements:
  • National Senior Certificate or equivalent NQF level 4 qualification
  • Minimum of 1 year sales or service experience, preferably in the Retail, Banking & Financial Industries

We offer a competitive salary package, comprehensive training, and opportunities for career growth and development. If you have a passion for delivering exceptional customer service and achieving sales targets, please apply for this exciting opportunity.



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