Financial Education & Lending Consultant

Old Mutual; Caledon; On-site; ZAR 150 000 - 200 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a candidate to deliver exceptional client service while achieving sales targets through marketing and selling various products. The ideal candidate will have a Matriculation Certificate and possess strong skills in customer service, as well as the ability to educate clients on responsible credit use. This role emphasizes building sustainable relationships and ensuring compliance with regulations.

Qualifications

• Required Matriculation Certificate (Matric) for education.
• Ability to achieve monthly sales targets.
• Skills in customer service and financial education.

Responsibilities

• Provide excellent client service and achieve sales targets.
• Educate clients on responsible credit use and money management.
• Build a new business pipeline through marketing and lead generation.

Education

Matriculation Certificate (Matric)

Job description

A leading financial services provider in South Africa is seeking a candidate to deliver exceptional client service while achieving sales targets through marketing and selling various products. The ideal candidate will have a Matriculation Certificate and possess strong skills in customer service, as well as the ability to educate clients on responsible credit use. This role emphasizes building sustainable relationships and ensuring compliance with regulations.