Omf Financial Consultant

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

Job summary

A leading financial services provider in South Africa seeks a dedicated sales professional to provide exceptional client service and achieve sales targets. The role involves educating clients on financial management, establishing new business pipelines, and adhering to compliance standards. Ideal candidates will have strong communication skills, a customer-focused approach, and the ability to build sustainable relationships. This position offers a unique opportunity to contribute to the African market's growth.

Qualifications

• Excellent client service and financial education skills.
• Ability to meet sales and collections targets.
• Experience in educating clients on credit management.

Responsibilities

• Provide excellent client service and achieve sales targets.
• Establish new business pipelines through marketing and lead generation.
• Build and maintain sustainable relationships with customers.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Job description

Overview

Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Responsibilities

• Provides excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products.
• 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.

Skills & Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity
• Education Closing Date 20 October , 23 : 59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.The Old Mutual Story