OMF Financial Consultant
2 weeks ago
OMF Financial Consultant (Mossel Bay)
Let's Write Africa's Story Together
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
This role is 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 and its products.
The incumbent is individually accountable for achieving results through own efforts.
- Meets monthly sales targets in terms of lending, transactional banking, and insurance.
- Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
- Check loan application documentation for accuracy, authenticity, and compliance to Policy and Procedures as well as completeness.
- Accurately capture all client information on Summit as per loan application and supporting documentation.
- Suspend or reject loan applications to be re-quoted as and when required.
- Report suspicious or fraudulent loan application documents to the Branch Manager.
- Explain the Loan Application Process to facilitate client understanding of the process.
- 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.
- Correct altered loan application information sent for rework and reprint for client’s signature.
- Follow up on clients with 1st and 2nd missed instalments.
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management.
- Establishes a new business pipeline through internal and external marketing, lead generation, and cross-sell to customers to ensure the retention and acquisition of new clients.
- Adheres to internal regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra-branch referrals by building mutually beneficial relationships with other business units (i.e. Retail Mass Market, Personal Finance, Octogen, etc.).
- Provides excellent face-to-face and telephonic service to customers.
- Projects/promotes the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior, and code of conduct.
- Builds sustainable relationships that enhance the brand.
- Delivers on daily production standards and adheres to service and quality standards.
- Processing of lending products and verification of the required information.
Minimum Requirements
- National Senior Certificate or (Equivalent NQF level 4).
- Minimum of 1 year sales or service experience (preferably in the Retail, Banking & Financial Industries).
Skills
Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales.
Education
National Certification (Nat Cert) (Required).
Closing Date
17 September 2024.
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.
The Old Mutual Story
#J-18808-Ljbffr
-
OMF Client Relations Consultant
1 week ago
Mossel Bay, South Africa Old Mutual Finance (Pty) Ltd Full timeOMF Client Relations Consultant (Mossel Bay) Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This role assists clients telephonically or face to face, in accordance with business, process and compliance rules. The incumbent is individually accountable for...
-
Strategic Financial Consultant
2 days ago
Mossel Bay, Western Cape, South Africa Old Mutual Full timeUnlock Your Potential with Old MutualWe are seeking a talented and ambitious individual to join our team as a Strategic Financial Consultant. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, expanding our product offerings to existing customers, and working independently to drive sales...
-
OMF Financial Consultant
1 month ago
Richards Bay, KwaZulu-Natal, South Africa Old Mutual Full timeJob SummaryThis role is responsible for delivering 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.The incumbent is individually accountable for achieving results through own efforts.Meet monthly sales targets in...
-
Associate Financial Consultant
5 days ago
Mossel Bay, Western Cape, South Africa Old Mutual Full timeEmpowering Financial FuturesAt Old Mutual, we believe in the boundless potential of African talent. Our team is dedicated to helping individuals achieve their long-term goals through expert financial guidance.About the RoleWe seek ambitious and entrepreneurial-minded professionals to join our ranks as Financial Advisors. Your primary responsibility will be...
-
Strategic Financial Consultant
1 month ago
Mossel Bay, Western Cape, South Africa Old Mutual Full timeUnlock Your Financial PotentialAt Old Mutual, we're committed to empowering individuals to achieve their lifetime goals. As a Financial Growth Advisor, you'll play a pivotal role in championing our valued customers to succeed.About the RoleYou'll be responsible for identifying customers' financial needs, providing expert advice, and recommending tailored...
-
Expert Financial Strategist
2 days ago
Mossel Bay, Western Cape, South Africa Old Mutual Full timeUnlock Your Potential with Old MutualWe are seeking a skilled and ambitious individual to join our team as a Financial Planning Consultant.The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing tailored financial plans and...
-
OMF Financial Consultant
5 months ago
Richards Bay, South Africa Old Mutual Full timeDescription This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products. The incumbent is individually accountable for achieving results through own efforts. Meets...
-
Financial Planner Mosselbay
1 week ago
Mossel Bay, South Africa Sanlam Limited Full timeSanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise...
-
OMF Financial Services Specialist
6 days ago
Richards Bay, KwaZulu-Natal, South Africa Old Mutual Full timeAbout the RoleThis exciting opportunity is available at Old Mutual Finance, where you will play a key role in providing exceptional customer service and financial education to achieve lending, servicing, transactional banking, and insurance sales targets.Key ResponsibilitiesMeet monthly sales targets in terms of lending, transactional banking, and...
-
Branch Consultant/Financial Advisor-Richards Bay
1 month ago
Richards Bay, KwaZulu-Natal, South Africa Sanlam Full timeAbout SanlamSanlam Developing Markets is a leading financial services provider in South Africa, catering to the entry-level and emerging middle market. Our mission is to understand the unique needs of our clients and offer a wide range of simple and affordable financial solutions, including funeral insurance, savings for education, life cover, and personal...
-
Aspiring Financial Consultant
4 weeks ago
Jeffreys Bay, Eastern Cape, South Africa Old Mutual Full timeUnlock Your Potential with Old MutualAt Old Mutual, we believe in the power of African talent and are committed to empowering individuals to achieve their lifetime goals.About the RoleWe are seeking self-motivated and dynamic individuals who possess a passionate entrepreneurial spirit to join our team as a Financial Advisor.Key ResponsibilitiesAs a Financial...
-
Aspiring Financial Consultant
4 weeks ago
Jeffreys Bay, Eastern Cape, South Africa Old Mutual Full timeUnlock Your Potential as a Financial AdvisorAt Old Mutual, we believe in the power of African talent and are committed to empowering individuals to achieve their lifetime goals.About the RoleWe are seeking self-motivated and dynamic individuals who share our passion for entrepreneurship and customer-centricity to join our team as Financial Advisors.Key...
-
Aspiring Financial Consultant
4 weeks ago
Jeffreys Bay, Eastern Cape, South Africa Old Mutual Full timeUnlock Your Potential with Old MutualAt Old Mutual, we believe in the power of African talent and are committed to empowering individuals to achieve their lifetime goals.About the RoleWe are seeking self-motivated and dynamic individuals who possess a passionate entrepreneurial spirit to join our team as a Financial Advisor.Key ResponsibilitiesIdentify and...
-
Aspiring Financial Consultant
3 weeks ago
Jeffreys Bay, Eastern Cape, South Africa Old Mutual Full timeUnlock Your Potential with Old MutualAt Old Mutual, we believe in the power of African talent and are committed to empowering individuals to achieve their lifetime goals.About the RoleWe are seeking self-motivated and dynamic individuals who share our passion for entrepreneurship and customer-centricity to join our team as Financial Advisors.Key...
-
Aspiring Financial Consultant
4 weeks ago
Jeffreys Bay, Eastern Cape, South Africa Old Mutual Full timeUnlock Your Potential with Old MutualAt Old Mutual, we believe in the power of African talent and are committed to empowering individuals to achieve their lifetime goals.About the RoleWe are seeking self-motivated and dynamic individuals who share our passion for entrepreneurship and customer-centricity to join our team as Financial Advisors.Key...
-
Face to Face Sales Consultant
5 months ago
Beacon Bay, South Africa Call Centre Staffing Full timeOur client is looking for a confident sales consultant to sell financial product in store (store cards and loans). Matric is a requirement. Previous sales experience advantageous. **Salary**: R4 500,00 per month Application Question(s): - Do you have a criminal record? - Are you credit clear? (No long outstanding debts) - Would you be comfortable...
-
Financial Planner
1 week ago
Richards Bay, South Africa Sanlam Limited Full timeFinancial Planner: Richards Bay & surrounding areas Date: 23 Aug 2024 Location: Richards Bay, KwaZulu Natal, ZA Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We pride ourselves in helping our financial advisors...
-
Dealership Financial Director
5 days ago
Bettys Bay, Western Cape, South Africa Gap Consulting Full timeJob Title: Dealership Financial ManagerGap Consulting is seeking a highly skilled and experienced Dealership Financial Manager to join our team.Key Responsibilities:Lead the financial management of a corporate dealership, ensuring accurate financial reporting and compliance with regulatory requirements.Develop and implement financial strategies to drive...
-
Financial Planner
2 weeks ago
Richards Bay, South Africa Sanlam Full timeFinancial Planner : Richards Bay & surrounding areas Date: 23 Aug 2024 Location: Richards Bay, KwaZulu Natal, ZA Company: Sanlam Group Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have...
-
Consultant Sales
6 days ago
Jeffreys Bay, South Africa Absa Bank Limited Full timeEmpowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary To...