OMF Financial Consultant (Evaton)

Old Mutual; Evaton; On-site; ZAR 200,000 - 400,000; Full time

Job summary

Old Mutual seeks an individual focused on client service and financial education in Evaton. This role involves achieving sales targets while ensuring compliance with governance, educating clients on financial management, and building robust relationships with stakeholders.

Responsibilities

• Provide excellent client service and financial education.
• Meet monthly sales and collections targets.
• Build sustainable customer relationships.
• Educate clients on responsible credit use.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

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

23 July 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!