Financial Consultant - Client Education & Lending Expert

Old Mutual Limited; East London; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual Limited in East London’s Gillwell Mall area seeks a Financial Consultant to deliver exceptional client service and financial education while achieving monthly lending and product sales targets.

You will educate clients on responsible credit use, build new business through marketing and referrals, and maintain strong relationships with customers and branch colleagues to uphold service quality and brand trust.

Qualifications

• 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.

Responsibilities

• Provide excellent client service and financial education to customers.
• Achieve lending and product sales targets each month.
• Develop new business pipeline through marketing and lead generation.

Skills

Stakeholder mgmt

Networking

Communication

Customer focus

Accountability

Trust-building

Interpersonal savvy

Complexity management

Education

High School (Grade 12)

Job description

Old Mutual Limited in East London’s Gillwell Mall area seeks a Financial Consultant to deliver exceptional client service and financial education while achieving monthly lending and product sales targets.

You will educate clients on responsible credit use, build new business through marketing and referrals, and maintain strong relationships with customers and branch colleagues to uphold service quality and brand trust.