Financial consultant

Im currently working as a financial consultant at oldmutual finance performing the following roles
: To establish a new business pipeline through marketing, lead generation and tracking.
Operational Efficiency
: Meet monthly sales targets in terms of lending and other products.
: Meet collections and arrears target in terms of lending products.
: Educate clients on responsible use of credit and effective money management.
: Adheres to internal, regulatory and legislative governance to ensure quality business and mitigate risk.
Personal effectiveness
: Accountable for individual sales targets, branch operations and service delivery through own efforts.
: Individual accountable for managing own time, task and output quality for periods of 1 day to a maximum of 3 months.
: Continuously broaden individual skills.
: Collaborate effectively with others to achieve personal results.
: Accept and live the company values
Relationship building
: Facilities intra branch referrals by building mutually beneficial relationships with other business units
: provides excellent client service and build sustainable relationships that enhance the OMF and OM brand.

Last Resume Update Oct 14, 2020
Address Johannesburg, South Africa
Phone Number +27782664708

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