OMF Financial Consultant (George)

Old Mutual; George; On-site; ZAR 250,000 - 450,000; Full time

Job summary

Old Mutual is seeking a Financial Consultant to provide exceptional client service and financial education. This role involves meeting sales targets, establishing relationships, and adhering to governance standards, all while enhancing the Old Mutual brand. Ideal candidates should have a Matric certificate and at least two years of sales experience.

Qualifications

• Minimum 2 years sales and/or lending experience.
• Minimum 2 years client service experience.
• Grade 12 or equivalent required.

Responsibilities

• Achieve monthly sales targets.
• Educate clients on effective money management.
• Establish a new business pipeline through marketing.

Skills

Customer Focus

Communication

Relationship Building

Stakeholder Management

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

The Old Mutual Finance Financial Consultant meets monthly sales targets in terms of lending and otherproducts. Meetscollections and arrears targets in terms of lendingproducts. Educatesclients on responsible use of credit and effective moneymanagement. Establishesa new business pipeline through marketing, lead generation andtracking. Adheresto internal, regulatory and legislative governances to ensure quality business and mitigaterisk. Facilitatesintra branch referrals by building mutually beneficial relationships with other businessunits. Providesexcellentface-to-faceand telephonic service tocustomers. Buildssustainable relationships that enhances thebrand. Deliverson daily production standards and adheres to service and quality standards.

Marketing

• To establish a new business pipeline through marketing, lead generation and tracking.

Operational Efficiency

• 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.
• Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.

Personal Effectiveness

• Accountable for individual sales targets, branch operations and service delivery through own efforts.
• Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
• Continuously broadens individual skills.
• Collaborates effectively with others to achieve personal results.
• Accepts and lives the company values.

Relationship Building

• Facilitates intra branch referrals by building mutually beneficial relationships with other business units
• Provides excellent client service and build sustainable relationships that enhances the OMF and OM brands

Job Requirements

• Grade 12 or equivalent
• Minimum2 years sales and/or lending experiencewith individual sales targets
• Minimum2 years client service experience

Skills

Competencies

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

Education

Matriculation Certificate (Matric) (Required)

Closing Date

26 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!