Credit & Financial Solutions Consultant

Old Mutual Limited; Midrand; On-site; ZAR 150,000 - 190,000; Full time

Job summary

Old Mutual South Africa is seeking a dedicated professional in Midrand to provide excellent client service, educate clients on credit and money management, and drive sales of Old Mutual products. The role focuses on meeting monthly targets, building a strong pipeline, and maintaining regulatory compliance while delivering high-quality service.

You will engage customers face to face and over the phone, establish sustainable relationships, and contribute to brand growth through effective

Qualifications

• Meets monthly sales targets in terms of lending and other products.
• Educates clients on responsible use of credit and money management.
• Establishes a new business pipeline through marketing, lead generation and tracking.
• Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
• Facilitates intra branch referrals by building mutually beneficial relationships with other business units.

Responsibilities

• Provides excellent face to face and telephonic service to customers.
• Builds sustainable relationships that enhances the brand.
• Delivers on daily production standards and adheres to service and quality standards.
• Meets monthly sales targets and contributes to overall business growth.
• Supports team collaboration and ensures customer satisfaction.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual South Africa is seeking a dedicated professional in Midrand to provide excellent client service, educate clients on credit and money management, and drive sales of Old Mutual products. The role focuses on meeting monthly targets, building a strong pipeline, and maintaining regulatory compliance while delivering high-quality service.

You will engage customers face to face and over the phone, establish sustainable relationships, and contribute to brand growth through effective