Financial Consultant: Build Relationships & Drive Sales

Old Mutual; George; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading South African financial services firm is seeking an individual to provide superior client service and financial education. The role involves achieving sales targets in lending and other products while educating clients on responsible credit use. Candidates should possess a Matriculation Certificate and demonstrate strong communication and networking skills. This position requires adhering to regulatory standards and building relationships to enhance the brand, offering an opportunity to positively impact clients and the community.

Responsibilities

• Provide excellent client service and financial education.
• Achieve monthly sales targets for lending and other products.
• Educate clients on responsible use of credit and money management.
• Establish a new business pipeline through marketing and lead generation.
• Adhere to internal and regulatory standards to ensure quality.
• Facilitate intra branch referrals by building relationships.
• Provide face-to-face and telephonic service to customers.
• Build sustainable relationships to enhance the brand.
• Deliver on daily production standards.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

Matriculation Certificate (Matric)

Job description

A leading South African financial services firm is seeking an individual to provide superior client service and financial education. The role involves achieving sales targets in lending and other products while educating clients on responsible credit use. Candidates should possess a Matriculation Certificate and demonstrate strong communication and networking skills. This position requires adhering to regulatory standards and building relationships to enhance the brand, offering an opportunity to positively impact clients and the community.