Financing Consultant (Boksburg)

iMasFinance; Boksburg; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A financial services provider in Boksburg is seeking a candidate to promote and sell unsecured loan products while establishing customer relationships. The successful candidate must have Matric with Mathematics or Accounting, relevant financial qualifications, and at least 2 years of experience in the banking industry. Key responsibilities include conducting assessments, closing sales deals, and ensuring excellent customer service.

Qualifications

• Matric with Mathematics and/or Accounting is essential.
• Must have FSCA relevant qualification (NQF5).
• 2 years’ experience in the financial or banking industry is required.

Responsibilities

• Establish and maintain customer and business relationships.
• Conduct customer affordability and repayment assessments.
• Conclude sales deals and process loan applications.

Skills

Communication skills

Selling skills

Negotiation skills

Interpersonal skills

Computer literacy

Education

Matric with Mathematics and/or Accounting

Financial Services Conduct Authority Relevant Qualification (NQF5)

FAIS Fit & Proper Requirements

Tools

MS Office

Job description

In support of the iMasFinance transformation strategy, preference will be given to candidates from the designated groups.

Job Purpose

To establish and maintain customer and business relationships, render banking-related support services in order to promote and sell unsecured loan products (personal loans) and Value Adding Products in Boksburg and surrounding areas of the Gauteng Province.

Job Outputs

• Sales of financing (loans), value-adding products and up-selling & cross selling other iMasFinance products
• Liaise with members/customers, employer groups, customers and dealerships
• Conduct customer affordability and repayment ability assessments
• Analyse customer financial position and recommend solutions
• Conclude sales deals, process & finalize loan applications
• Efficient and effective member/customer service delivery
• Retain and maintain relationships with existing members/customers and stakeholders
• Establish new member/customer and stakeholder relationships
• Identify possible risk and communicate to relevant parties
  
  

Qualifications & Experience

• Matric with Mathematics and/or Accounting (Essential)
• Financial Services Conduct Authority (FSCA) Relevant Qualification (NQF5)(Essential)
• FAIS Fit & Proper Requirements
• Valid Driver's License Code 8 (Essential)
• Computer Literacy-MS Office (Essential)
• 2 years’ experience within a financial/banking industry
  
  

Knowledge And Skills

• Communication, selling, negotiation, telephone and interpersonal skills
• Working knowledge of financing products
• Computer literacy (MS Office)