The role involves providing excellent client service and financial education while achieving sales and lending targets through marketing and selling Old Mutual and other products
Job Summary
The role involves providing excellent client service and financial education while achieving sales and lending targets through marketing and selling Old Mutual and other products.
The incumbent is accountable for managing their own time, tasks, and output quality and must adhere to internal, regulatory, and legislative governance to ensure quality business and mitigate risk.
Building sustainable relationships that enhance the Old Mutual brand and facilitating intra-branch referrals through mutually beneficial relationships with other business units are key responsibilities.
Matching Summary
The role involves providing excellent client service and financial education while achieving sales and lending targets through marketing and selling Old Mutual and other products.
Skills & Requirements
Must-have
Client service and financial education
Marketing and lead generation
Meeting sales and collections targets
Adherence to regulatory and legislative governance