OMF Financial Consultant

5 days ago


Province of North West, South Africa Old Mutual Full time

**Job Overview:**

We are seeking an experienced professional to join our team as an OMF Financial Consultant in Rustenburg. This role is responsible for providing exceptional customer service and financial education to achieve lending, servicing, transactional banking, and insurance sales targets through marketing and selling Old Mutual products.

**Salary Range:** R250,000 - R350,000 per annum based on experience and qualifications.

**Key Responsibilities:**

  • Deliver exceptional customer service and financial education to clients
  • Achieve lending, servicing, transactional banking, and insurance sales targets
  • Meet 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
  • Check loan application documentation for accuracy, authenticity, and compliance to Policy and Procedures
  • Capture all client information on Summit as per loan application and supporting documentation

**Required Skills and Qualifications:**

  • National Senior Certificate or equivalent NQF level 4 qualification
  • Minimum 1 year sales or service experience (preferably in Retail, Banking & Financial Industries)
  • Ability to sell, communicate effectively, and build strong interpersonal relationships

**Benefits:**

  • Competitive salary range based on experience and qualifications
  • Ongoing training and development opportunities
  • A supportive and dynamic work environment

**Company Overview:** Old Mutual is a leading financial services provider with a long history of innovation and excellence. We offer a range of financial products and services designed to meet the needs of individuals, families, and businesses.



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