Insurance and Finance Business Development

5 days ago


Nelspruit, Mpumalanga, South Africa Old Mutual South Africa Full time
Role Summary

This role involves providing high-quality customer service and financial education to achieve lending, servicing, transactional banking, and insurance sales targets.

Main Accountabilities
  • Reach monthly sales targets in terms of lending, transactional banking, and insurance.
  • Deliver excellent customer service by handling claims, resolving customer complaints, and meeting Net Promoter Score requirements.
  • Ensure loan application documentation is accurate, authentic, and compliant.
  • Accurately capture client information on our system.
  • Suspend or reject loan applications when necessary, reporting suspicious activity to the Branch Manager.
  • Explain the loan application process to clients.
  • Explain product terms and conditions to clients.
  • Issue loan agreements to clients.
  • Print loan agreements for client signatures.
  • Correct altered loan application information and re-print agreements as needed.
  • Follow up on clients with missed payments.
  • Meet collections and arrears targets for lending products.
  • Educate clients on responsible financial practices.
  • Develop new business opportunities through marketing, lead generation, and cross-selling.
  • Maintain adherence to regulatory and legislative guidelines to ensure quality business and mitigate risk.


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