OMF Financial Consultant

Old Mutual South Africa; Johannesburg; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services firm in Johannesburg is seeking candidates who excel in client service and financial education. The role involves meeting sales targets through effective marketing and product selling. The ideal candidate will establish strong business relationships, provide face-to-face and telephonic service to clients, and educate them on managing credit and finances. High levels of customer focus, accountability, and communication are essential.

Qualifications

• Strong client service skills and ability to educate clients on financial matters.
• Proven sales track record achieving monthly targets.
• Ability to establish a new business pipeline through marketing and lead generation.

Responsibilities

• Provide excellent client service and financial education.
• Achieve targets through marketing and selling of products.
• Facilitate intra-branch referrals to enhance business relationships.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Job description

Overview

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.

• 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.
• 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.
• 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.

Skills & Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Closing Date

14 December 2025 , 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.

The Old Mutual Story!