OMF Financial Consultant (East London)

Old Mutual; East London; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in East London seeks a dedicated individual to excel in client service and financial education. The role focuses on achieving monthly sales and collections targets through effective client interactions and building sustainable relationships. Responsibilities include educating clients on credit use, establishing a new business pipeline, and adhering to quality standards. Candidates must be driven to meet objectives and maintain high service levels.

Responsibilities

• Provides excellent client service and financial education.
• Meets monthly sales and collections targets.
• Educates clients on responsible credit use.
• Establishes a new business pipeline.
• Facilitates referrals by building relationships.
• Delivers on production and quality standards.

Job description

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

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Competencies

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

Education

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Closing Date

13 January 2026, 23:59