Financial Services Consultant

4 days ago


Richards Bay, KwaZulu-Natal, South Africa Old Mutual Full time

Old Mutual Finance is seeking an experienced Financial Services Consultant to join our team in a dynamic role that requires exceptional customer service, financial education, and sales skills.

About the Role

This exciting opportunity involves providing lending, servicing, transactional banking, and insurance sales targets through marketing and selling of Old Mutual products. As a key member of our team, you will be responsible for achieving results through your own efforts and contributing to the growth and success of the company.

Key Responsibilities
  • Meet monthly sales targets in lending, transactional banking, and insurance
  • Servicing existing Old Mutual policies by facilitating claims, attending to customer complaints, and meeting Net Promotor Score (NPS) requirements
  • Verify loan application documentation for accuracy, authenticity, and compliance with policy and procedures
  • Capture client information accurately on Summit as per loan application and supporting documentation
  • Suspend or reject loan applications as required
  • Report suspicious or fraudulent loan application documents to the Branch Manager
  • Explain the Loan Application Process to clients
  • Explain Terms and Conditions of Old Mutual Finance Products to clients
  • Issue copy of Contract/Agreement to Client
  • Print loan agreement for client's signature
  • Follow up on clients with 1st and 2nd missed instalments
  • Meet collections and arrears targets in lending products
  • Educate clients on responsible use of credit and effective money management
  • Establish a new business pipeline through internal and external marketing, lead generation, and cross-selling to customers
  • Adhere to internal regulatory and legislative governances to ensure quality business and mitigate risk
Requirements
  • National Senior Certificate or equivalent NQF level 4 qualification
  • Minimum 1 year sales or service experience, preferably in Retail, Banking, and Financial Industries
  • National Certification (Nat Cert) is required
What We Offer

We offer a competitive salary range of R250,000 - R350,000 per annum, depending on experience. In addition to a attractive remuneration package, we provide opportunities for career growth and development in a dynamic and supportive work environment.

Please note that these figures are estimates and may vary based on individual circumstances. If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.



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