Financial Services Consultant: Lending & Education

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

Job summary

A leading financial services provider in East London seeks a dedicated individual to excel in client service and financial education. The role focuses on achieving monthly sales and collections targets through effective client interactions and building sustainable relationships. Responsibilities include educating clients on credit use, establishing a new business pipeline, and adhering to quality standards. Candidates must be driven to meet objectives and maintain high service levels.

Responsibilities

• Provides excellent client service and financial education.
• Meets monthly sales and collections targets.
• Educates clients on responsible credit use.
• Establishes a new business pipeline.
• Facilitates referrals by building relationships.
• Delivers on production and quality standards.

Job description

A leading financial services provider in East London seeks a dedicated individual to excel in client service and financial education. The role focuses on achieving monthly sales and collections targets through effective client interactions and building sustainable relationships. Responsibilities include educating clients on credit use, establishing a new business pipeline, and adhering to quality standards. Candidates must be driven to meet objectives and maintain high service levels.