OMF Financial Services Specialist
2 months ago
Job Summary
As a Financial Services Specialist at Old Mutual, you will be responsible for providing excellent client service and financial education to achieve targets through the marketing and selling of Old Mutual products. The incumbent is individually accountable for achieving results through own efforts.
Key Responsibilities
- Meet monthly sales targets in terms of lending and other products.
- Meet collections and arrears targets in terms of 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) is required.
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