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OMF Financial Consultant

4 weeks ago


Cape Town, South Africa Old Mutual South Africa Full time

Position Old Mutual Finance Financial Consultant Job Overview To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts. Responsibilities Meet monthly sales targets in terms of lending and other products. Meet collections and arrears targets for lending products. Educate clients on responsible use of credit and effective money management. Establish a new business pipeline through marketing, lead generation and tracking. Adhere to internal, regulatory and legislative governances to ensure quality business and mitigate risk. Facilitate intra‑branch referrals by building mutually beneficial relationships with other business units. Provide excellent face‑to‑face and telephonic service to customers. Build sustainable relationships that enhance the brand. Deliver on daily production standards and adhere to service and quality standards. Marketing Establish a new business pipeline through marketing, lead generation and tracking. Operational Efficiency Meet monthly sales targets for lending and other products. Meet collections and arrears targets for lending products. Educate clients on responsible use of credit and effective money management. Adhere to internal, regulatory and legislative governances to ensure quality business and mitigate risk. Personal Effectiveness Accountable for individual sales targets, branch operations and service delivery through own efforts. Individually accountable for managing time, tasks 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 Facilitate intra‑branch referrals by building mutually beneficial relationships with other business units. Provide excellent client service and build sustainable relationships that enhance the OMF and OM brands. Minimum Requirements Grade 12 or equivalent. Minimum 2 years sales and/or lending experience with individual sales targets. Skills Minimum 2 years client service experience. Communication skills; adaptability, excellent organizational, planning and prioritizing skills. Competencies Balances stakeholders. Builds networks. Communicates effectively. Customer focus. Ensures accountability. Instills trust. Interpersonal savvy. Manages complexity. Education Matriculation Certificate (Matric) (Required). Employment Details Seniority level: Entry level. Employment type: Full‑time. Job function: Finance and Sales. Closing Date 09 November 2025 , 23:59 #J-18808-Ljbffr