OMF Financial Consultant

OMF Financial Consultant (Lephalale Mall)

Locations: Ellisras
Time Type: Full Time
Posted on: Posted 2 Days Ago
Job Requisition ID: JR-64471

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

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.

1. Meets monthly sales targets in terms of lending and other products.
2. Meets collections and arrears targets in terms of lending products.
3. Educates clients on responsible use of credit and effective money management.
4. Establishes a new business pipeline through marketing, lead generation and tracking.
5. Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
6. Facilitates intra-branch referrals by building mutually beneficial relationships with other business units.
7. Provides excellent face-to-face and telephonic service to customers.
8. Builds sustainable relationships that enhance the brand.
9. Delivers on daily production standards and adheres to service and quality standards.

Skills

Competencies

1. Balances Stakeholders
2. Builds Networks
3. Communicates Effectively
4. Customer Focus
5. Ensures Accountability
6. Instills Trust
7. Interpersonal Savvy
8. Manages Complexity

Education

NQF Level 4 - Grade 12, School Leaving Certificate, National or Occupational Certificate or equivalent.

Closing Date

24 March 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.

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