Financial Consultant (Knysna)

About the role

Old Mutual is hiring a Financial Consultant in Knysna to provide excellent client service and financial education while achieving targets through the marketing and selling of Old Mutual and other products. The consultant is individually accountable for their own results.

Key responsibilities

• Meet monthly sales targets for lending and other products, and meet collections and arrears targets for lending products.
• Educate clients on responsible use of credit and effective money management.
• Build a new business pipeline through marketing, lead generation and tracking.
• Adhere to internal, regulatory and legislative governance to ensure quality business and mitigate risk.
• Facilitate intra-branch referrals by building mutually beneficial relationships with other business units.
• Provide excellent face-to-face and telephonic customer service and build sustainable relationships that enhance the brand.
• Deliver on daily production standards and adhere to service and quality standards.

Required profile

• Ability to balance stakeholders, build networks, communicate effectively and show customer focus.
• Accountability, trustworthiness, interpersonal savvy and ability to manage complexity.