Talent pool: Financial Consultant; Somerset West

Position: Talent pool: Financial Consultant (Somerset West)
Location: Somerset West

** Let's Write Africa's Story Together!
** Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
** Job Description
** This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products.
The incumbent is individually accountable for achieving results through own efforts.
** Responsibilities
* ** Meets monthly sales targets in terms of lending, transactional banking and insurance.
* Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
* Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
* Accurately capture all client information on Summit as per loan application and supporting documentation
* Suspend or reject loan applications to be re-quoted as and when required
* Report suspicious or fraudulent loan application documents to the Branch Manager
* Explain the Loan Application Process to facilitate client understanding of the process
* Explain Terms and Conditions of Old Mutual Finance Products to clients
* Issue copy of Contract / Agreement to Client
* Print loan agreement for client’s signature
* Correct altered loan application information sent for rework and reprint for client’s signature
* Follow up on clients with 1st and 2nd missed instalments
* 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 internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
* 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 (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
* Provides excellent face to face and telephonic service to customers.
* Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
* Builds sustainable relationships that enhances the brand.
* Delivers on daily production standards and adheres to service and quality standards.
** Minimum requirements
*** National Senior Certificate or; (Equivalent NQF level
4)
* Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)
* Ability to sell
* Sales inclination
* Digitally savvy
* Able to deal with complexity
* Communication skills
* Customer Centric expertise
* Interpersonal and Relationship management skills
* Basic Numeracy skills
* Demonstrated track record of engaging in a sales and client facing environment
* Knowledge on organisational Policies, including (but not limited to) the Credit Policy
** Competencies
* ** Persuading and Influencing
* Empathy* Delivering Results and meeting customer expectations
* Entrepreneurial and commercial thinking
* Relating and networking
* Following instructions and procedures
* Adhering to principles and values
* Attention to detail
** Skills
* * Accountability, Building Networks, Building Trust, Complexity Management, Consultative Selling, Customer Communications, Customer Feedback, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Interpersonal Awareness, Oral Communications, Organizational Savvy, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Stakeholder Management, Strategic Selling, Strengthening Customer Relationships, Work Processes
** Competencies
* * Balances Stakeholders### ### Builds Networks### ### Communicates Effectively### ### Customer First### ### Customer Focus### ### Ensures Accountability### ### Instills Trust### ### Interpersonal Savvy
** Education
* *** Closing Date
** 26 February 2026 , 23:59
*** The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
****** The Old Mutual Story!
*** Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.  We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
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