Dynamic Financial Consultant: Lending, Education & Growth

Old Mutual South Africa; Komani; On-site; ZAR 260,000 - 480,000; Full time

Job summary

Old Mutual South Africa invites applications for a Financial Consultant to drive lending sales, manage client relationships and deliver high-quality service. The role emphasizes achieving monthly targets, educating clients on responsible credit use, and building a strong local pipeline through marketing and referrals.

The successful candidate will combine strong sales ability with client service experience to maintain compliance and protect the brand through excellent conduct and decision making.

Qualifications

• Grade 12 or equivalent.
• Minimum 2 years sales and/or lending experience with individual sales targets.
• Minimum 2 years client service experience.

Responsibilities

• Meets monthly sales targets in terms of lending and other products.
• Meets collections and arrears targets in terms of lending products.
• Educates clients on responsible use of credit and effective money management.
• Establishes a new business pipeline through marketing, lead generation and tracking.
• 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.
• Facilitates intra branch referrals by building mutually beneficial relationships with other business units.

Skills

Client Focus

Gaining Commitment

Initiating Action

Ownership

Sales Ability

Technical Knowledge

Job description

Old Mutual South Africa invites applications for a Financial Consultant to drive lending sales, manage client relationships and deliver high-quality service. The role emphasizes achieving monthly targets, educating clients on responsible credit use, and building a strong local pipeline through marketing and referrals.

The successful candidate will combine strong sales ability with client service experience to maintain compliance and protect the brand through excellent conduct and decision making.