Financial Consultant: Lending Growth & Client Relations

Old Mutual; Queenstown; Presencial; NZD 60.000 - 75.000; Jornada completa

Descripción de la vacante

Old Mutual is seeking a Financial Consultant in Queenstown, NZ, to meet monthly lending and product targets and educate clients on responsible credit use. The role focuses on building a new business pipeline through marketing, lead generation, and tracking while ensuring high quality service and risk mitigation.

You will establish relationships across branches, deliver excellent face-to-face and phone service, and contribute to brand strength through sustainable client relationships and

Formación

• Grade 12 or equivalent.
• Minimum 2 years sales and/or lending experience with individual sales targets.
• Minimum 2 years client service experience.

Responsabilidades

• 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.
• Provides excellent face-to-face and telephonic service to customers.
• Builds sustainable relationships that enhances the brand.

Conocimientos

Client Focus

Sales Ability

Ownership

Initiating Action

Gaining Commitment

Communicates Effectively

Educación

Grade 12 or equivalent

Descripción del empleo

Old Mutual is seeking a Financial Consultant in Queenstown, NZ, to meet monthly lending and product targets and educate clients on responsible credit use. The role focuses on building a new business pipeline through marketing, lead generation, and tracking while ensuring high quality service and risk mitigation.

You will establish relationships across branches, deliver excellent face-to-face and phone service, and contribute to brand strength through sustainable client relationships and