Financial Services Representative- Full Time

4 weeks ago

Westville NS, Canada Old Mutual Finance (Pty) Ltd Full time

OMF Financial Consultant (Westville Pavilion Shopping Centre) page is loaded OMF Financial Consultant (Westville Pavilion Shopping Centre)
Apply locations Westville time type Full time posted on Posted Yesterday job requisition id JR-53828 Let's Write Africa's Story Together
This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products.
Meets monthly sales targets in terms of lending, transactional banking and insurance.
Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
Accurately capture all client information on Summit as per loan application and supporting documentation
Explain Terms and Conditions of Old Mutual Finance Products to clients
Issue copy of Contract / Agreement to Client
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 internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
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 (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
Builds sustainable relationships that enhances the brand.
Delivers on daily production standards and adheres to service and quality standards.
National Senior Certificate or; (Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)
Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales Education
17 May 2024 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.
Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
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