Financial Consultant (Lending & Insurance Sales)

About the role

Old Mutual is hiring a Financial Consultant in Paarl to provide customer service and financial education while meeting lending, servicing, transactional banking and insurance sales targets. The consultant sells Old Mutual products and is individually accountable for achieving results.

Key responsibilities

• Meet monthly sales targets for lending, transactional banking and insurance.
• Serve existing policyholders, including facilitating claims and handling complaints and queries to meet Net Promoter Score requirements.
• Check loan application documentation for accuracy, authenticity, compliance and completeness, and enter client details accurately on Summit.
• Suspend or reject incomplete applications, report suspicious documents to the Branch Manager, explain the loan process and terms and conditions, and issue and print agreements for signature.
• Follow up on clients with missed instalments and meet collections and arrears targets.
• Educate clients on responsible credit use and money management.
• Build a new business pipeline through internal and external marketing, lead generation and cross-selling.
• Adhere to regulatory and legislative governance, process lending products, and refer clients internally to other business units.
• Deliver face-to-face and telephone service, follow dress code and service standards, and uphold the professional image of Old Mutual Finance.

Required profile

• National Senior Certificate (Matriculation) or equivalent NQF level 4.
• At least 1 year of sales or service experience, preferably in retail, banking or financial services.