Client-Focused Financial Consultant — Lending & Advisory

Old Mutual Finance (Pty) Ltd; Kempton Park; On-site; ZAR 167,000 - 290,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd in Kempton Park is seeking a client-focused sales and service professional to provide excellent client service and financial education, while achieving lending and product sales targets.

You will also drive collections targets, educate clients on responsible credit use, and actively build a new business pipeline through marketing and lead generation to support growth and brand integrity.

Qualifications

• Experience in meeting monthly sales targets in lending and other products.
• Excellent client service and financial education skills.
• Ability to establish a new business pipeline through marketing and lead generation.

Responsibilities

• The incumbent is individually accountable for achieving results through own efforts.
• 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 na.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

NQF Level 4 - Grade 12

Job description

Old Mutual Finance (Pty) Ltd in Kempton Park is seeking a client-focused sales and service professional to provide excellent client service and financial education, while achieving lending and product sales targets.

You will also drive collections targets, educate clients on responsible credit use, and actively build a new business pipeline through marketing and lead generation to support growth and brand integrity.