OMF Financial Consultant (Sasolburg)

Overview

To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts. Meets monthly sales targets in terms of lending and other products. 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 marketing lead generation and tracking. 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. Provides excellent face to face and telephonic service to customers. Builds sustainable relationships that enhances the brand. Delivers on daily production standards and adheres to service and quality standards.

Responsibilities

• Meets monthly sales targets in terms of lending and other products.
• 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 marketing lead generation and tracking.
• 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.
• Provides excellent face to face and telephonic service to customers.
• Builds sustainable relationships that enhances the brand.
• Delivers on daily production standards and adheres to service and quality standards.

Competencies

Education and Experience

Required Experience : Contract

Key Skills

Employment Type : Full-Time

Experience : years

Vacancy : 1

Closing Date : 28 August : 59

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.

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