Client-Focused Financial Consultant

Old Mutual Life Assurance Company (SA) Ltd (PFA); Knysna; In loco; ZAR 180.000 - 300.000; Tempo pieno

Descrizione del lavoro

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a client-experience driven professional in Knysna to deliver outstanding service and financial education while actively pursuing lending and other product sales targets. You will educate clients on responsible credit use and money management, while cultivating new business pipelines and strategic referrals.

The role emphasizes excellent face-to-face and telephonic service, adherence to governance, and the cultivation of sustainable

Competenze

• Customer service oriented and able to educate clients on financial topics.
• Strong interpersonal and communication skills.
• Able to build and maintain client relationships.
• Target driven with monthly sales focus.

Mansioni

• Provide excellent client service and financial education.
• Meet monthly sales targets for lending and other products.
• Meet collections targets for lending products.
• Establish new business through marketing and lead generation.
• Uphold governance and risk controls to ensure quality business.

Descrizione del lavoro

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a client-experience driven professional in Knysna to deliver outstanding service and financial education while actively pursuing lending and other product sales targets. You will educate clients on responsible credit use and money management, while cultivating new business pipelines and strategic referrals.

The role emphasizes excellent face-to-face and telephonic service, adherence to governance, and the cultivation of sustainable