OMF Financial Consultant (Engcobo)

Old Mutual Finance (Pty) Ltd; Ngcobo; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd in South Africa's Eastern Cape, Ngcobo, is hiring a client service and sales-focused professional. You will educate clients on responsible credit and offer a range of financial solutions, achieving monthly targets through marketing and selling products.

In this role you will build lasting relationships, provide face-to-face and telephonic support, and collaborate with branch teams to generate new business while adhering to regulatory and internal governance standards.

Qualifications

• Provides excellent client service and financial education.
• Able to meet monthly sales targets in lending and other products.
• Markets and sells Old Mutual products to grow pipeline.
• Builds sustainable client relationships and adheres to governance.

Responsibilities

• Delivers face-to-face and telephonic service to clients.
• Achieves daily production standards and quality service.
• Develops new business through marketing and lead generation.
• Attends referrals and partnerships within branches.
• Manages collections and arrears targets for lending products.

Skills

Stakeholder balance

Networking

Effective communication

Customer focus

Accountability

Trust

Interpersonal savvy

Complexity management

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 Closing Date 13 October 2026 , 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! Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.