Intro...
The purpose of the OMF Financial Consultant is to provide excellent client service and financial education while achieving set targets through the marketing and selling of Old Mutual products. The incumbent is individually accountable for achieving results through own efforts.
Job Requirements
Grade 12
Minimum 2 years' sales and/or lending experience with individual sales targets
Minimum 2 years' client service experience
Minimum 2 years' sales and/or lending experience with individual sales targets
Minimum 2 years' client service experience
Key Responsibilities
Marketing
Establish a new business pipeline through marketing, lead generation and tracking.
Operational Efficiency
Establish a new business pipeline through marketing, lead generation and tracking.
Operational Efficiency
Adhere to internal, regulatory and legislative governances to ensure quality business and to mitigate risk.
Educate clients on responsible use of credit and effective money management.
Meet collections targets in terms of lending products.
Meet monthly sales targets in terms of lending and other products.
Personal Effectiveness
Accept and live the company values.
Accountable for individual sales targets, branch operations and service delivery through own efforts.
Collaborate effectively with others to achieve personal results.
Continuously broaden individual skills.
Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
Relationship Building
Facilitate intra-branch referrals by building mutually beneficial relationships with other business units
Provide excellent client service and build sustainable relationships that enhances the OMF and OM brands.
Educate clients on responsible use of credit and effective money management.
Meet collections targets in terms of lending products.
Meet monthly sales targets in terms of lending and other products.
Personal Effectiveness
Accept and live the company values.
Accountable for individual sales targets, branch operations and service delivery through own efforts.
Collaborate effectively with others to achieve personal results.
Continuously broaden individual skills.
Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
Relationship Building
Facilitate intra-branch referrals by building mutually beneficial relationships with other business units
Provide excellent client service and build sustainable relationships that enhances the OMF and OM brands.
Other
We welcome applications from candidates with disabilities
How to apply for this:
Closing date: 20-03-2018
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