OMF Financial Consultant (Engcobo)

📝 About the role

Old Mutual Finance is hiring a Financial Consultant for its Engcobo branch. You sell personal loans and other Old Mutual products, help clients manage credit responsibly, follow up on arrears and give face-to-face and phone service.

✅ Key duties

• 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

🎓 Requirements