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Financial Consultant

Mid-level
๐Ÿ‡ฟ๐Ÿ‡ฆ South Africa
๐Ÿ’ฐEquity
Financial Advisor
Finance
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Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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 effortsMeets 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

Education

National Certification (Nat Cert) (Required)

**Closin...

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Old Mutual Life Assurance Company (SA) Ltd

Old Mutual Life Assurance Company (SA) Ltd

A financial services company focused on the African opportunity.

Banking
Insurance
Investment

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