Client-Centric Financial Consultant & Growth Advisor

Old Mutual Limited; Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited is seeking a results-driven professional to provide excellent client service and financial education. The role focuses on marketing and selling Old Mutual and other products, and achieving targets through personal effort.

The incumbent will build a new business pipeline via marketing, lead generation, and tracking, while adhering to internal, regulatory, and legislative governances to ensure quality, compliant business and mitigate risk.

Qualifications

• Matriculation certificate required.
• Experience in client service and financial education preferred.
• Target-driven with ability to meet monthly sales goals.

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

Skills

Credit Processes

Lead Generation

Lending Products

Marketing

New Businesses

Sales Objectives

Education

Matriculation Certificate (Matric)

Job description

Old Mutual Limited is seeking a results-driven professional to provide excellent client service and financial education. The role focuses on marketing and selling Old Mutual and other products, and achieving targets through personal effort.

The incumbent will build a new business pipeline via marketing, lead generation, and tracking, while adhering to internal, regulatory, and legislative governances to ensure quality, compliant business and mitigate risk.