OMF Financial Consultant (George York Street)

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

Job summary

A leading South African financial services firm is seeking an individual to provide superior client service and financial education. The role involves achieving sales targets in lending and other products while educating clients on responsible credit use. Candidates should possess a Matriculation Certificate and demonstrate strong communication and networking skills. This position requires adhering to regulatory standards and building relationships to enhance the brand, offering an opportunity to positively impact clients and the community.

Responsibilities

• Provide excellent client service and financial education.
• Achieve monthly sales targets for lending and other products.
• Educate clients on responsible use of credit and money management.
• Establish a new business pipeline through marketing and lead generation.
• Adhere to internal and regulatory standards to ensure quality.
• Facilitate intra branch referrals by building relationships.
• Provide face-to-face and telephonic service to customers.
• Build sustainable relationships to enhance the brand.
• Deliver on daily production standards.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

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

28 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!