Financial Services Consultant - Lending & Education

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

Job summary

A financial services company in Worcester seeks a sales-oriented professional to ensure customer satisfaction by providing exceptional financial education and achieving sales targets in lending and banking. Candidates must possess a National Senior Certificate and minimum sales or service experience. Responsibilities include educating clients, processing loan applications, and maintaining strong customer relationships. This full-time role offers growth opportunities within the finance sector.

Qualifications

• Minimum of 1 year's sales or service experience (preferably in the Retail, Banking & Financial Industries).

Responsibilities

• Meets monthly sales targets in terms of lending, transactional banking, and insurance.
• Servicing of existing Old Mutual policies such as facilitation of claims.
• Educates clients on responsible use of credit and effective money management.
• Builds sustainable relationships that enhance the brand.

Skills

Ability to Sell

Communication

Customer Centric Selling

Interpersonal Relationship Management

Numeracy

Sales

Education

National Senior Certificate (Equivalent NQF level 4)

National Certification (Nat Cert)

Job description

A financial services company in Worcester seeks a sales-oriented professional to ensure customer satisfaction by providing exceptional financial education and achieving sales targets in lending and banking. Candidates must possess a National Senior Certificate and minimum sales or service experience. Responsibilities include educating clients, processing loan applications, and maintaining strong customer relationships. This full-time role offers growth opportunities within the finance sector.