OMF Financial Consultant (Grande Parade)

Old Mutual; Cape Town; On-site; ZAR 220,000 - 280,000; Full time

Job summary

Old Mutual seeks an OMF Financial Consultant in Cape Town to deliver exceptional customer service and achieve sales targets across various financial products. The role involves client education, service delivery, and maintaining compliance with regulations. Ideal candidates have a National Senior Certificate and a background in retail or financial services.

Qualifications

• At least 1 year of sales or service experience in retail, banking, or financial industries.

Responsibilities

• Meet monthly sales targets in lending, transactional banking, and insurance.
• Service existing Old Mutual policies and facilitate claims.
• Educate clients on responsible credit use and money management.

Skills

Customer focus

Effective communication

Stakeholder management

Trust-building

Interpersonal savvy

Managing complexity

Accountability

Education

National Senior Certificate or equivalent

Job description

OMF Financial Consultant (Grande Parade) page is loaded

OMF Financial Consultant (Grande Parade)

Apply locations Cape Town | Full time | Posted 2 Days Ago | Job Requisition ID: JR-65108

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

This role is responsible for providing exceptional customer service and financial education, and achieving lending, servicing, transactional banking, and insurance sales targets through marketing and selling Old Mutual products.

The incumbent is individually accountable for achieving results through their own efforts.

• Meet monthly sales targets in lending, transactional banking, and insurance.
• Service existing Old Mutual policies, facilitate claims, and attend to customer complaints to meet Net Promoter Score (NPS) requirements.
• Check loan application documentation for accuracy, authenticity, compliance, and completeness.
• Accurately capture all client information on Summit as per loan application and supporting documents.
• Suspend or reject loan applications as needed, and re-quote when necessary.
• Report suspicious or fraudulent documents to the Branch Manager.
• Explain the loan application process to clients to facilitate understanding.
• Explain terms and conditions of Old Mutual Finance products.
• Issue copies of contracts/agreements to clients.
• Print loan agreements for client signatures.
• Correct altered loan application information and reprint for signatures.
• Follow up on clients with missed installments.
• Meet collection and arrears targets.
• Educate clients on responsible credit use and money management.
• Establish new business pipelines through marketing, lead generation, and cross-selling.
• Adhere to regulatory and legislative standards to ensure quality and mitigate risks.
• Build relationships within the branch for intra-branch referrals.
• Provide excellent face-to-face and telephonic customer service.
• Project a professional image by adhering to dress code, housekeeping, and conduct standards.
• Build sustainable relationships to enhance the brand.
• Deliver on daily production and service quality standards.
• Process lending products and verify required information.

Minimum Requirements

• National Senior Certificate or equivalent NQF level 4
• At least 1 year of sales or service experience, preferably in retail, banking, or financial industries

Skills & Competencies

Customer focus, effective communication, stakeholder management, trust-building, interpersonal savvy, managing complexity, accountability.

Education

Not specified beyond minimum requirements.

Closing Date

04 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.

About Us

Old Mutual is a leading African financial services organization offering a broad spectrum of solutions across 14 countries, including life, property, and asset management. We are committed to championing positive futures every day, believing a great customer experience starts with a great employee experience.