Credit & Financial Education Advisor

Old Mutual Finance (Pty) Ltd; Ngcobo; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd in South Africa's Eastern Cape, Ngcobo, is hiring a client service and sales-focused professional. You will educate clients on responsible credit and offer a range of financial solutions, achieving monthly targets through marketing and selling products.

In this role you will build lasting relationships, provide face-to-face and telephonic support, and collaborate with branch teams to generate new business while adhering to regulatory and internal governance standards.

Qualifications

• Provides excellent client service and financial education.
• Able to meet monthly sales targets in lending and other products.
• Markets and sells Old Mutual products to grow pipeline.
• Builds sustainable client relationships and adheres to governance.

Responsibilities

• Delivers face-to-face and telephonic service to clients.
• Achieves daily production standards and quality service.
• Develops new business through marketing and lead generation.
• Attends referrals and partnerships within branches.
• Manages collections and arrears targets for lending products.

Skills

Stakeholder balance

Networking

Effective communication

Customer focus

Accountability

Trust

Interpersonal savvy

Complexity management

Job description

Old Mutual Finance (Pty) Ltd in South Africa's Eastern Cape, Ngcobo, is hiring a client service and sales-focused professional. You will educate clients on responsible credit and offer a range of financial solutions, achieving monthly targets through marketing and selling products.

In this role you will build lasting relationships, provide face-to-face and telephonic support, and collaborate with branch teams to generate new business while adhering to regulatory and internal governance standards.