Financial Solutions & Education Advisor

Old Mutual Limited; Ngcobo; On-site; ZAR 180,000 - 340,000; Full time

Job summary

Old Mutual Limited in South Africa seeks a sales-focused professional to provide excellent client service, financial education, and to achieve targets through marketing and selling Old Mutual and other products.

The role emphasizes building relationships, educating clients on credit use, meeting lending targets, and maintaining governance standards while delivering high-quality service daily.

Qualifications

• Provides excellent client service and financial education.
• Meets monthly sales targets through lending and other products.
• Educates clients on responsible use of credit and money management.
• Develops new business pipeline via marketing, leads and tracking.
• Complies with internal, regulatory and legislative governance.
• Facilitates referrals by building cross-unit relationships.
• Delivers face-to-face and telephonic service to customers.
• Maintains daily production standards and service quality.

Responsibilities

• Provide excellent client service and financial education.
• Achieve targets through marketing and selling of Old Mutual and other products.
• Meet lending targets and collections/arreas targets.
• Establish new business pipeline via marketing and tracking.
• Build sustainable relationships that enhance the brand.
• Deliver on daily production standards and service quality.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Job description

Old Mutual Limited in South Africa seeks a sales-focused professional to provide excellent client service, financial education, and to achieve targets through marketing and selling Old Mutual and other products.

The role emphasizes building relationships, educating clients on credit use, meeting lending targets, and maintaining governance standards while delivering high-quality service daily.