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Senior Financial Services Professional

1 month ago

Pretoria, Gauteng, South Africa Old Mutual Full time
Job Title: Senior Financial Services Professional

We are seeking an exceptional Financial Consultant to join our team in Gauteng. The ideal candidate will have a strong background in sales and customer service, with the ability to provide expert financial education and achieve lending targets.

About the Role

This role is responsible for providing exceptional customer service and achieving sales targets through the marketing and selling of Old Mutual products. The incumbent will be individually accountable for achieving results through their own efforts.

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 and authenticity
  • Capture client information on Summit accurately
  • Report suspicious or fraudulent loan application documents to the Branch Manager
  • Explain loan application process and terms and conditions of Old Mutual Finance products to clients
Requirements

To be successful in this role, you will require:

  • National Senior Certificate or equivalent (NQF level 4)
  • Minimum 1 year's sales or service experience, preferably in Retail, Banking & Financial Industries
Skills and Qualifications

The ideal candidate will possess:

  • Strong sales and communication skills
  • Ability to work independently and as part of a team
  • Excellent problem-solving skills
Salary Estimate

The estimated salary for this role is R300,000 - R500,000 per annum, depending on experience and qualifications.