Financial Services Consultant

2 days ago


Nelspruit, Mpumalanga, South Africa Old Mutual Full time

Are you a results-driven professional looking to advance your career in financial services? We have an exciting opportunity for a Financial Services Consultant to join our team in Mpumalanga.

About the Role

We are seeking a highly motivated and experienced individual to provide exceptional customer service and financial education to achieve lending, servicing, transactional banking, and insurance sales targets. As a Financial Services Consultant, you will be responsible for meeting monthly sales targets, servicing existing Old Mutual policies, and processing lending products.

Key Responsibilities
  • Meet monthly sales targets in terms of lending, transactional banking, and insurance.
  • Service existing Old Mutual policies by facilitating claims, attending to customer complaints, and queries to meet Net Promotor Score (NPS) requirements.
  • Process loan applications, verify information, and report suspicious or fraudulent documents to the Branch Manager.
  • Explain loan application processes and Terms and Conditions of Old Mutual Finance Products to clients.
Requirements

To be successful in this role, you will need:

  • A National Senior Certificate or equivalent NQF level 4 qualification.
  • Minimum 1 year of sales or service experience, preferably in the Retail, Banking & Financial Industries.
  • Accounting/Financial Services experience.
What We Offer

We offer a competitive salary of R350,000 - R450,000 per annum, depending on experience, as well as opportunities for growth and development within the company. If you are a motivated and results-driven professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.


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