Financial Consultant

OLD MUTUAL FINANCE
Old Mutual’s purpose of “Enabling Positive Futures” is to help our customers thrive by enabling them to achieve their lifetime financial goals. We believe that a great customer experience is rooted in a great employee experience, and we strive to enable our employees to Find Their Greatness through a Great Career, at a Great Global Company, with Great Leaders, a Great Culture and Great Rewards and Recognition.

JOB TITLE: Financial Consultant
JOB: IRC47170
COMPANY: Old Mutual Finance (RF)(Pty)Ltd
GROUP: Sales & Distribution.OMF (JV)
LOCATION: White River,ZA

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KRA’s
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

JOB REQUIREMENTS                      

• Grade 12.
• Minimum 2 years sales and/or lending experience with individual sales targets and client service experience.
• Sales Ability
• Gaining Commitment
• Technical Knowledge
• Client Focus
• Initiating Action
• Ownership

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RESPONSIBILITIES:

Marketing

• To establish a new business pipeline through marketing, lead generation and tracking.

Operational Efficiency

• 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.
• Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.

Personal Effectiveness

• Accountable for individual sales targets, branch operations and service delivery through own efforts.
• Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3months.
• Continuously broadens individual skills.
• Collaborates effectively with others to achieve personal results.
• Accepts and lives the company values.

Relationship Building

• Facilitates intra branch referrals by building mutually beneficial relationships with other business units
• Provides excellent client service and build sustainable relationships that enhances the OMF and OM brand