OMF Financial Consultant

1 week ago


Alberton, South Africa Old Mutual Group Full time

OMF Financial Consultant (Alberton City Mall)

Apply locations Alberton time type Full time posted on Posted 3 Days Ago job requisition id JR-60784

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

- Balances Stakeholders

- Builds Networks

- Communicates Effectively

- Customer Focus

- Ensures Accountability

- Instills Trust

- Interpersonal Savvy

- Manages Complexity

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

17 December 2024, 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.

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 the 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.

About Us

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.

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