OMF Financial Services Specialist

1 week ago


South Beach, KwaZulu-Natal, South Africa Old Mutual Full time

Job Overview

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This role involves providing exceptional client service and financial education, while achieving sales targets through the promotion of Old Mutual and other products.

The incumbent is individually accountable for driving results through their own efforts, focusing on meeting monthly sales targets for lending and other products.

Key responsibilities include educating clients on responsible credit use and effective money management, establishing a new business pipeline through marketing and lead generation, and adhering to internal, regulatory, and legislative governance standards.

Additionally, the successful candidate will facilitate intra-branch referrals, build mutually beneficial relationships with other business units, and deliver high-quality face-to-face and telephonic customer service.

Estimated Salary: R250,000 - R350,000 per annum, depending on experience and qualifications.

Required Skills and Qualifications:

  • National Certification (Nat Cert)

Benefits:

The successful candidate will enjoy a comprehensive benefits package, including competitive remuneration, career development opportunities, and a supportive work environment.

Why Join Our Team?

As a valued member of our team, you will have the opportunity to make a meaningful contribution to our customers' lives, while enjoying a rewarding and challenging career in financial services.



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