OMF Financial Consultant

3 weeks ago


Polokwane, South Africa Old Mutual Full time

OMF Financial Consultant (Polokwane Savannah)

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 their 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

Education

National Certification (Nat Cert) (Required)

Closing Date

31 October 2024

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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story

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