OMF Financial Consultant (Katlehong)

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

Job summary

A leading financial services provider is looking for a motivated individual to deliver excellent client service and achieve sales targets. The role involves educating clients on financial products and building sustainable relationships. Strong communication and stakeholder management skills are essential for success in this position.

Qualifications

• Excellent client service and financial education.
• Ability to achieve sales targets.
• Strong relationship-building skills.

Responsibilities

• Meet monthly sales targets in lending and other products.
• Educate clients on money management.
• Build a sustainable new business pipeline.

Skills

Customer Focus

Effective Communication

Stakeholder Management

Building Networks

Interpersonal Savvy

Job description

Overview

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.

Responsibilities

• 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.

Competencies

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

Education

Closing Date

21 September 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!