Financial Consultant: Drive Client Growth & Lending Sales

Old Mutual Finance (Pty) Ltd; Knysna; On-site; ZAR 360,000 - 540,000; Full time

Job summary

Old Mutual is seeking a result-driven professional to provide customer service and financial education while achieving lending and product targets. The role focuses on meeting collections and arrears goals, educating clients on responsible credit use, and generating new business through proactive marketing and lead tracking.

You will collaborate across branches, adhere to regulatory standards, and build strong client relationships to uphold Old Mutual’s trusted brand and deliver sustainable

Qualifications

• Provides excellent client service and financial education.
• Meets monthly sales targets in lending and other products.
• Meets collections and arrears targets in lending 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 governance to ensure quality business and mitigate risk.
• Facilitates intra-branch referrals by building relationships with other units.

Responsibilities

• Provide excellent face-to-face and telephonic service to customers.
• Build sustainable relationships that enhance the brand.
• Delivers on daily production standards and adheres to service and quality standards.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Job description

Old Mutual is seeking a result-driven professional to provide customer service and financial education while achieving lending and product targets. The role focuses on meeting collections and arrears goals, educating clients on responsible credit use, and generating new business through proactive marketing and lead tracking.

You will collaborate across branches, adhere to regulatory standards, and build strong client relationships to uphold Old Mutual’s trusted brand and deliver sustainable