Client-Focused Financial Consultant (Knysna)

Old Mutual Limited; Knysna; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in Knysna seeks a Financial Consultant to deliver excellent client service, financial education and to achieve sales targets through marketing and selling Old Mutual and other products.

The role focuses on building client relationships, educating customers on credit and money management, and achieving monthly lending and product targets while complying with governance standards.

Qualifications

• Meets monthly sales targets in terms of lending and other products.
• Educates clients on responsible use of credit and money management.
• Establishes a new business pipeline through marketing and lead generation.

Responsibilities

• Provides excellent face to face and telephonic service to customers.
• Delivers on daily production standards and adheres to service and quality standards.
• Facilitates intra-branch referrals by building relationships with other units.
• Maintains compliant with internal, regulatory and governance policies.

Skills

Balances stakeholders

Builds networks

Communicates effectively

Customer focus

Ensures accountability

Instills trust

Interpersonal savvy

Manages complexity

Job description

Old Mutual Limited in Knysna seeks a Financial Consultant to deliver excellent client service, financial education and to achieve sales targets through marketing and selling Old Mutual and other products.

The role focuses on building client relationships, educating customers on credit and money management, and achieving monthly lending and product targets while complying with governance standards.