Tuesday , February 7 2023

Careers at Old Mutual – Financial Consultant

Website Old Mutual

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 efforts

Job Responsibilities:

  • 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.
  • Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
  • Delivers on daily production standards and adheres to service and quality standards
  • Builds sustainable relationships that enhances the brand.
  • Meets monthly sales targets in terms of lending and other products.
  • Provides excellent face to face and telephonic service to customers.
  • Establishes a new business pipeline through marketing, lead generation and tracking.
  • Meets collections and arrears targets in terms of lending products.

Job Details:

Company: Old Mutual

Vacancy Type: Full Time

Job Functions: N/A

Job Location: Potchefstroom, North West, SA

Application Deadline: N/A

Apply Here


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