OMF Financial Consultant (Atlantis)

Old Mutual; Cape Town; On-site; ZAR 200,000 - 350,000; Full time

Job summary

Old Mutual, a leader in financial services in South Africa, seeks dedicated individuals to provide exceptional client service and financial education. The role focuses on achieving sales targets while fostering relationships and educating clients on responsible credit use and financial management. Candidates should possess strong communication skills and a Matriculation Certificate.

Qualifications

• Must have a Matriculation Certificate.
• Excellent customer interaction skills required.
• Sales experience preferred.

Responsibilities

• Achieve monthly sales targets for lending and other products.
• Educate clients on credit and money management.
• Build and maintain relationships with clients.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

Matriculation Certificate (Matric)

Job description

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 marketing and selling Old Mutual and other products. The incumbent is individually accountable for achieving results through their 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 enhance the brand.
• Delivers on daily production standards and adheres to service and quality standards.

Skills and Competencies

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

Education

Matriculation Certificate (Matric) (Required)

Closing Date

12 June 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!