OMF Financial Consultant (Umlazi)

Old Mutual

Umlazi

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.
• 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... More Detail

Apply Now

Similar Jobs

Companies Hiring in Umlazi, KwaZulu-Natal

LatinHire

Department of Public Service and Administration (DPSA)

Jam Clothing

Private

eThekwini Municipality

SACAREERZ

Icebolethu

JustTheJob.co.za

Stratogo

FirstRand

South African National Blood Service

FirstRand Group

Isilumko Staffing

findojobs-za

Signature Cosmetics

South African National Blood Service SANBS

Homechoice

University of KwaZulu-Natal

Edinvest Holdings

Homechoice