OMF Financial Consultant

7 months ago


Richards Bay, 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

06 June 2024

  • Richards Bay, South Africa Woolworths Financial Services Full time

    **About us** Woolworths Financial Services, or WFS as it is better known, is a Joint Venture with Absa Bank, that supports the Woolworths retail business by providing in-store credit in the form of the Woolworths Store Card and offering value-added services including credit cards, personal loans and short-term insurance as well as life insurance linked to...


  • 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 RoleThis exciting opportunity involves providing lending, servicing, transactional banking, and insurance sales targets through marketing and selling of Old...

  • Financial Planner

    3 weeks ago


    Richards Bay, South Africa Sanlam Group Full time

    Job title : Financial Planner : Richards Bay & surrounding areasJob Location : KwaZulu-Natal, Richards BayDeadline : December 18, 2024Quick Recommended Links Jobs by Location Job by industries What will you do? The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that...

  • Financial Planner

    2 weeks ago


    Richards Bay, South Africa Sanlam Group Full time

    Job title : Financial Planner : Richards Bay & surrounding areas Job Location : KwaZulu-Natal, Richards Bay Deadline : December 18, 2024 Quick Recommended Links Jobs by Location Job by industries What will you do? The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and...


  • Richards Bay, South Africa Micah Govender Developments Full time

    Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.Company offers the following:Telephony services, i.e. internet, email, telephone, voice...

  • Financial Manager

    3 months ago


    Richards bay, South Africa Dante Personnel Full time

    Minimum requirements: Bachelor's degree in Finance, Accounting, or related field Minimum of 5 years experience in finance, accounting, or a related field is required Must have experience in a Finance role within the Agricultural Industry Experience with Citrus and Sugar Cane would be an advantage Fluent in English Consultant: Cherane Nel - Dante...

  • Financial Manager

    3 months ago


    Richards Bay, South Africa Dante Personnel Full time

    Minimum requirements: Bachelor's degree in Finance, Accounting, or related fieldMinimum of 5 years experience in finance, accounting, or a related field is requiredMust have experience in a Finance role within the Agricultural IndustryExperience with Citrus and Sugar Cane would be an advantage Fluent in English Consultant: Cherane Nel - Dante Personnel...


  • Richards Bay, South Africa Small Enterprise Development Agency_gov Full time

    JOB TITLE: Business Advisor Level 2 DURATION: Fourteen (14) Months Fixed Term Contract REPORTING TO: Branch Manager JOB GRADE: C3 Minimum Midpoint (R 375 071 - R 441 260) NO. OF INCUMBENTS: 1 MAIN PURPOSE OF THE JOB: To provide business development services primarily to micro and small enterprises. KEY PERFORMANCE AREAS 1. Provide relevant business...


  • Plettenberg Bay, Western Cape, South Africa Liberty Standard Bank Group Full time

    Job SummaryWe are seeking a skilled and motivated Financial Adviser to join our team at Liberty Standard Bank Group.About the RoleAs a Financial Adviser, you will play a vital role in shaping clients' financial futures with your expert advice.Key ResponsibilitiesTailor financial plans that cover investments, insurance, and retirement to create wealth and...


  • Richards Bay, South Africa National Renal Care Full time

    National Renal Care is a leading comprehensive kidney disease management provider in South Africa. Our organisation fosters a collaborative work environment where compassion, digital innovation, and clinical excellence merge to deliver high-quality care to individuals with compromised organ function. We are looking for a qualified, goal-driven, and...


  • Beacon Bay, South Africa Call Centre Staffing Full time

    Our 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...


  • Richards Bay, KwaZulu-Natal, South Africa RBIDZ Special Economic Zone Full time

    We are seeking an experienced Senior Infrastructure Development Manager to join our team at RBIDZ Special Economic Zone.Job SummaryThe successful candidate will be responsible for managing people performance, planning infrastructure, establishing infrastructure, and managing finance, risk & compliance in the Civil Engineering Department.This is a critical...

  • QSR Manager

    7 months ago


    Richards Bay, South Africa Armstrong Appointments Full time

    My client, based in Richards Bay is seeking a highly experienced and successful QSR (Quick Service Restaurant) Manager to join their team. The ideal candidate will have a strong background in sales management and operations, with experience working across multiple business units. This critical role reports directly to the CEO and is responsible for driving...


  • Mossel Bay, Western Cape, South Africa Old Mutual Full time

    A Career in Wealth CreationOld Mutual is a leading insurance company that believes in the African opportunity. Our diverse talent reflects this, and we are looking for ambitious individuals to join our team.We are seeking self-motivated professionals with an entrepreneurial spirit to champion our valued customers' financial goals. This role involves...


  • Richards Bay, South Africa RBIDZ Special Economic Zone Full time

    Job title : Civil Engineering ManagerJob Location : KwaZulu-Natal, Richards BayDeadline : December 18, 2024Quick Recommended Links Jobs by Location Job by industries RESPONSIBILITIES Manage people performance by: Managing the performance of staff by embracing the values of RBIDZ to ensure effective and productive performance of staff. Guiding, coaching and...


  • Richards Bay, South Africa RBIDZ Special Economic Zone Full time

    Job title : Civil Engineering Manager Job Location : KwaZulu-Natal, Richards Bay Deadline : December 18, 2024 Quick Recommended Links Jobs by Location Job by industries RESPONSIBILITIES Manage people performance by: Managing the performance of staff by embracing the values of RBIDZ to ensure effective and productive performance of...


  • Richards Bay, South Africa Armstrong Appointments Full time

    My client seeks to employ an experienced Operations Business Manager: Fuel, Retail & Food Manager to oversee multiple sites encompassing multi-store levels to include franchised brands of; Retail, Quick serve restaurants, Supermarkets, Filling stations. Fostering Franchisee relationships, ensuring the continued operational management and expansion of...

  • Consultant Sales

    2 months ago


    Jeffreys Bay, South Africa Absa Bank Limited Full time

    Empowering 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...

  • Bookkeeper

    6 months ago


    Big Bay, South Africa Exceed Recruitment and Human Resource Consultants Full time

    **Reference**: 9034 MLR **Consultant**: Michelle le Roux VAT calculations and reconciliations Pastel processing up to Trial balance Cashbooks, bank reconciliations, debtors, creditors, petty cash and capture and importing of payments **Qualifications**: Bookkeeping or financial qualification At least 3 years Pastel experience Excel (Vlookups)...


  • Nelson Mandela Bay, Eastern Cape, South Africa Eduvos Full time

    **Job Advert Summary**: Eduvos is looking to employ the services of a Higher Education Consultant at our Nelson Mandela Bay campus. **Meaning of Eduvos** The word Eduvos comes from the concept of your education. The “Edu” part of Eduvos talks about education and taking custodianship and responsibility. The “Vos” part of Eduvos talks about you,...