OMF Financial Consultant (Caledon)

Old Mutual; Caledon; On-site; ZAR 150 000 - 200 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a candidate to deliver exceptional client service while achieving sales targets through marketing and selling various products. The ideal candidate will have a Matriculation Certificate and possess strong skills in customer service, as well as the ability to educate clients on responsible credit use. This role emphasizes building sustainable relationships and ensuring compliance with regulations.

Qualifications

• Required Matriculation Certificate (Matric) for education.
• Ability to achieve monthly sales targets.
• Skills in customer service and financial education.

Responsibilities

• Provide excellent client service and achieve sales targets.
• Educate clients on responsible credit use and money management.
• Build a new business pipeline through marketing and lead generation.

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 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

Education

Matriculation Certificate (Matric)

Closing Date

29 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!