Financial Services Professional
1 week ago
We are seeking a highly motivated and results-driven Financial Consultant to join our team. 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.
- Check loan application documentation for accuracy, authenticity, and compliance with company policy and procedures.
Requirements:
- National Senior Certificate or equivalent (NQF level 4).
- Minimum of 1 year sales or service experience preferably in the Retail, Banking & Financial Industries.
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