OMF Financial Consultant
2 days ago
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. 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. Processing of lending products and verification of the required information. 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) Skills Competencies Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages Complexity Education Matriculation Certificate (Matric) (Required) Closing Date 03 December 2025 , 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 #J-18808-Ljbffr
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OMF Financial Consultant
2 days ago
Paarl, South Africa Old Mutual Limited Full timeOMF Financial Consultant (Paarl) page is loaded## OMF Financial Consultant (Paarl)locations: Paarltime type: Full timeposted on: Posted Todayjob requisition id: JR-74056**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...
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OMF Financial Consultant
2 weeks ago
Paarl, Western Cape, South Africa Old Mutual Limited Full time R104 000 - R250 000 per yearLet's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionThis 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...
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OMF Financial Consultant
6 days ago
Paarl, Western Cape, South Africa Old Mutual Limited Full time R41 000 - R73 000 per yearLet's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionThis 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...
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Branch Consultant/Financial Advisor
7 days ago
Paarl, South Africa Sanlam Limited Full timeBranch Consultant/Financial Advisor - Paarl Location: Paarl, Western Cape, ZA Who are we? Sanlam Developing Markets (SDM) (a wholly‑owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry‑level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide...
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Branch Consultant/Financial Advisor
5 days ago
Paarl, South Africa Sanlam Limited Full timeBranch Consultant/Financial Advisor - Paarl Location: Paarl, Western Cape, ZA Who are we? Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range...
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Branch Consultant/Financial Advisor
1 week ago
Paarl, South Africa Sanlam Full timeBranch Consultant/Financial Advisor - Paarl Date: 26 Nov 2025 Location: Paarl, Western Cape, ZA Company: Sanlam Group Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique...
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Branch Consultant/Financial Advisor
7 days ago
Paarl, South Africa Sanlam Limited Full timeBranch Consultant/Financial Advisor - Paarl Location: Paarl, Western Cape, ZA Who are we? Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range...
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Credit Consultant
1 week ago
Paarl, South Africa Kinesis Full time**In Store Credit Consultants** We are seeking enthusiastic, and sales driven Store Credit Consultants to sell, promote, administer, and activate store account cards and other financial **Key Responsibilities**: - Engage with customers and explain the benefits of the account card and other financial products offered. customers. - Promote and create...
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OMF Client Relations Consultant
5 days ago
Paarl, South Africa Old Mutual Full timeLets Write Africas Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Overview To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural...
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OMF Client Relations Consultant
7 days ago
Paarl, South Africa Old Mutual Full timeLets Write Africas Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Overview To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural...
