OMF Financial Consultant (Katlehong)

Old Mutual South Africa; Gauteng; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services company is seeking a Financial Consultant for their Gauteng locations. In this role, you will educate clients on responsible credit use, meet sales and collections targets, and build strong customer relationships. Ideal candidates will possess excellent customer service skills and maintain high service quality standards. This full-time position offers opportunities for growth within the finance and sales functions.

Qualifications

• Strong customer service skills.
• Ability to meet sales and collections targets.
• Understanding of credit and money management.

Responsibilities

• Achieve monthly sales targets.
• Educate clients on credit use.
• Build relationships with customers.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Job description

To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts.

• 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 enhance 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

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

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.

Location & Additional Notes

Johannesburg, Gauteng, South Africa; Katlehong, Gauteng, South Africa; Sandton, Gauteng, South Africa; Boksburg, Gauteng, South Africa; Alberton, Gauteng, South Africa; City of Johannesburg, Gauteng, South Africa; Pretoria (various locations may apply).

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