OMF Financial Consultant (Paarl)
Core
Provide exceptional customer service and financial education while achieving sales targets for lending, servicing, transactional banking, and insurance products.
Role type
Financial Consultant (Sales & Servicing)
Builds
Lending products, insurance policies, and transactional banking services for individual clients
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
sales, customer service, financial education, claims facilitation, loan application processing, compliance verification, collections, lead generation, cross-selling
Preferred skills
experience in retail, banking, or financial industries
Technologies
Summit
Responsibilities
Meet monthly sales targets for lending, transactional banking, and insurance; service existing policies including claims facilitation and complaint resolution; verify loan application documentation for accuracy and compliance; capture client information and process loan agreements; follow up on missed instalments and meet collections targets; educate clients on credit use and money management; generate new business through marketing and lead generation; adhere to regulatory governance and internal policies.
Seniority
Entry-level, individual contributor