Omf Financial Consultant (Queenstown Nonesi Mall)

Old Mutual

Queenstown

In loco

NZD 60.000 - 75.000

Tempo pieno

3 giorni fa

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Descrizione del lavoro

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

Competenze

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

Mansioni

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.

Conoscenze

Client Focus

Sales Ability

Ownership

Initiating Action

Gaining Commitment

Communicates Effectively

Formazione

Grade 12 or equivalent

Descrizione del lavoro

Description

The Old Mutual Finance Financial Consultant 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.

Marketing
To establish a new business pipeline through marketing, lead generation and tracking.
Operational Efficiency
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.
Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
Personal Effectiveness
Accountable for individual sales targets, branch operations and service delivery through own efforts.
Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
Continuously broadens individual skills.
Collaborates effectively with others to achieve personal results.
Accepts and lives the company values.
Relationship Building
Facilitates intra branch referrals by building mutually beneficial relationships with other business units
Provides excellent client service and build sustainable relationships that enhances the OMF and OM brands