OMF Financial Consultant

Found in: Talent ZA C2 - 2 weeks ago

Johannesburg, South Africa Old Mutual Full time

Description

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 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. Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct Builds sustainable relationships that enhances 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 years sales or service experience (preferably in the Retail, Banking & Financial Industries)

Skills

Education

National Certification (Nat Cert) (Required)

Closing Date

29 April 2024

  • OMF Client Relations Consultant

    Found in: beBee S ZA - 3 weeks ago

    Gauteng, Johannesburg, South Africa Old Mutual South Africa Full time

    Old Mutual South Africa’s job vacancy, Career and Recruitment Job title : OMF Client Relations Consultant (Wolmaransstad) jobs in Gauteng Job Location : Gauteng, Johannesburg Deadline : April 29, 2024 Quick Recommended Links Jobs by Location Job by industries Job Description This role assists clients telephonically or face to face, in accordance with...

  • Financial Surveillance Consultant

    2 days ago

    Johannesburg, South Africa Accounting & Financial Advisory Full time

    Job Title: Financial Surveillance Consultant Job Summary: **Responsibilities**: - Conduct comprehensive financial surveillance and monitoring activities to identify potential risks, irregular activities, and suspicious transactions. - Analyze financial data to detect potential money laundering, fraud, or other financial crimes. - Utilize various tools and...

  • OMF Financial Consultant

    Found in: Talent ZA C2 - 1 week ago

    Johannesburg, South Africa Old Mutual Full time

    Description 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...

  • Support Financial Planner

    2 days ago

    Johannesburg North, South Africa CA Financial Appointments Full time

    Join one of the leading Wealth Manager in Gauteng with your experience in Paraplanning / Support role. Exciting growth opportunities with my client. **Responsibilities**: - Data collection and populating systems. This includes: - Correctly capturing information onto systems (Wealth Explorer, Wealthbox, Timeline, Asset Map). - Maintaining and updating this...

  • Sales Consultant at Liberty

    Found in: beBee jobs ZA - 2 weeks ago

    Johannesburg, Gauteng, South Africa Liberty Financial Advisers Full time

    Are you an individual with an entrepreneurial drive, good networking capabilities and a passion for changing people's lives by making their freedom possible. If so, the please note that Liberty is looking for Individuals with sales and consulting exper...We are looking for individuals with: · National Senior Certificate (Grade 12) · Diploma/Degree...

  • Accounting & Financial Reporting Consultant

    Found in: beBee jobs ZA - 1 week ago

    Johannesburg, Gauteng, South Africa Jobking Full time

    Are you an ambitious, analytical and results-driven Chartered Accountant with between 2-8 years of post-qual work experience in a Banking/Financial Services environment? Would you like the opportunity to develop your career by gaining international work experience in an internationally acclaimed, Big 4 Consultancy? If so, keep reading.My client, one of the...

  • Accountant / Bookkeeper

    Found in: beBee S ZA - 3 weeks ago

    Gauteng, Johannesburg, South Africa Marvel Placement Consultant Full time

    Marvel Placement Consultant’s job vacancy, Career and Recruitment Job title : Accountant / Bookkeeper jobs in Gauteng Job Location : Gauteng, Johannesburg Deadline : May 04, 2024 Quick Recommended Links Jobs by Location Job by industries Accountant / Bookkeeper We are currently recruiting for either an Accountant or Bookkeeper for an Advertising...

  • Accountant / Bookkeeper

    Found in: beBee S ZA - 4 weeks ago

    Gauteng, Johannesburg, South Africa Marvel Placement Consultant Full time

    Marvel Placement Consultant’s job vacancy, Career and Recruitment Job title : Accountant / Bookkeeper jobs in Gauteng Job Location : Gauteng, Johannesburg Deadline : May 04, 2024 Quick Recommended Links Jobs by Location Job by industries Accountant / Bookkeeper We are currently recruiting for either an Accountant or Bookkeeper for an Advertising...

  • Financial Services Customer Service Consultant

    1 week ago

    Johannesburg, South Africa Elite Search and Selection Full time

    **Location: Roodepoort - Office Based** **Role: Financial Services - Credit Insurance - Customer Service Consultant** A leading privately owned Financial Services company specialising in Credit Risk Insurance for large enterprises across several industries is looking for an experienced service consultant to join their dynamic team! The company offers a fast...

  • Rehabilitation Consultant

    3 days ago

    Johannesburg, South Africa Bayport Financial Services Full time

    **EDUCATION** MINIMUM QUALIFICATIONS - Matric and / or relevant NQF level 4 qualification. **EXPERIENCE AND KNOWLEDGE** **DESIRED/ PREFERRED REQUIREMENTS** MINIMUM REQUIREMENTS - Minimum 1-year experience within the financial industry - Minimum 1-year experience within a Credit Underwriting/MSC department **DESIRED/ PREFERRED REQUIREMENTS** - Basic...

  • CaseWare Financial Statements Consultant

    Found in: Talent ZA 2A C2 - 2 weeks ago

    Johannesburg, South Africa Rooftop Recruitment Full time

    CaseWare Financial Statements ConsultantResponsible for assisting clients with drafting financial statements for submission to their auditors. Minimum qualifications:Studying towards a degree / diploma in accountingDesired qualificationsBCom (Finance, Accounts or Management) / BCom HonsMinimum experience:Has drafted annual financial statement using CaseWare...

  • Financial Modeller

    3 days ago

    Johannesburg, South Africa Communicate Recruitment Full time

    One of the biggest boutique Advisory Firms in the country is looking for a Financial Modeller to join the team to build and develop transaction financial models from scratch. You will have complete freedom and work remotely! **Job & Company Description**: The main duties and responsibilities will include, amongst others: - Develop and maintain appropriate...

  • Financial Controller

    6 days ago

    Johannesburg, South Africa Marvel Placement Consultants Full time

    Gauteng, JHB - Central - (Market related) **Minimum Requirements**: - BCom Accounting/ CIMA Degree. - 3+ years’ experience in Financial Accounting. - Beneficial: - Previous exposure to Property Management. - MDA experience **Roles and Responsibilities**: - Managing of staff. - Ensure timeous monthly processing. - Ensuring all balance sheet accounts...

  • Financial Controller

    Found in: Adzuna ZA B C2 - 1 week ago

    Johannesburg, South Africa Adzuna ZA B C2 Full time

    My client is looking for a Financial Controller. This is a global entity in the fintech sector. As a Financial Controller, you will be at the heart of their financial operations, playing a crucial role in guiding financial strategies and ensuring compliance. Duties:Debtor managementImplementation of procedures for inventory managementLiaise with external...

  • Financial Controller

    Found in: Adzuna ZA B C2 - 1 week ago

    Johannesburg, South Africa Adzuna ZA B C2 Full time

    My client is looking for a Financial Controller. This is a global entity in the fintech sector. As a Financial Controller, you will be at the heart of their financial operations, playing a crucial role in guiding financial strategies and ensuring compliance. Duties:Debtor managementImplementation of procedures for inventory managementLiaise with external...

  • Financial Controller

    Found in: Adzuna ZA B C2 - 1 week ago

    Johannesburg, South Africa Adzuna ZA B C2 Full time

    My client is looking for a Financial Controller. This is a global entity in the fintech sector. As a Financial Controller, you will be at the heart of their financial operations, playing a crucial role in guiding financial strategies and ensuring compliance. Duties:Debtor managementImplementation of procedures for inventory managementLiaise with external...

  • Financial Controller

    Found in: Whatjobs ZA C2 - 5 days ago

    Johannesburg, South Africa Network Recruitment Full time

    My client is looking for a Financial Controller. This is a global entity in the fintech sector. As a Financial Controller, you will be at the heart of their financial operations, playing a crucial role in guiding financial strategies and ensuring compliance. Duties: Debtor management Implementation of procedures for inventory management Liaise with external...

  • Financial Controller

    Found in: Whatjobs ZA C2 - 5 days ago

    Johannesburg, South Africa Network Recruitment Full time

    My client is looking for a Financial Controller. This is a global entity in the fintech sector. As a Financial Controller, you will be at the heart of their financial operations, playing a crucial role in guiding financial strategies and ensuring compliance. Duties: Debtor management Implementation of procedures for inventory management Liaise with external...

  • Financial Controller

    Found in: Adzuna ZA B C2 - 1 week ago

    Johannesburg, South Africa Adzuna ZA B C2 Full time

    My client is looking for a Financial Controller. This is a global entity in the fintech sector. As a Financial Controller, you will be at the heart of their financial operations, playing a crucial role in guiding financial strategies and ensuring compliance. Duties:Debtor managementImplementation of procedures for inventory managementLiaise with external...

  • Financial Modeller

    3 days ago

    Johannesburg, South Africa Communicate Recruitment Full time

    Are you an experienced Financial Modeller looking for a new challenge? We're currently seeking a highly skilled and motivated Financial Modeller to join our team. In this role, you will play a critical role in driving the success of our organization by developing and maintaining complex financial models that support strategic decision-making. As a key...