OMF Financial Consultant (Knysna)

Old Mutual Finance (Pty) Ltd; Knysna; Sur place; ZAR 360 000 - 540 000; Plein temps

Résumé du poste

Old Mutual is seeking a result-driven professional to provide customer service and financial education while achieving lending and product targets. The role focuses on meeting collections and arrears goals, educating clients on responsible credit use, and generating new business through proactive marketing and lead tracking.

You will collaborate across branches, adhere to regulatory standards, and build strong client relationships to uphold Old Mutual’s trusted brand and deliver sustainable

Qualifications

• Provides excellent client service and financial education.
• Meets monthly sales targets in lending and other products.
• Meets collections and arrears targets in lending products.
• Educates clients on responsible use of credit and money management.
• Establishes a new business pipeline through marketing, lead generation and tracking.
• Adheres to internal, regulatory and legislative governance to ensure quality business and mitigate risk.
• Facilitates intra-branch referrals by building relationships with other units.

Responsabilités

• Provide excellent face-to-face and telephonic service to customers.
• Build sustainable relationships that enhance the brand.
• Delivers on daily production standards and adheres to service and quality standards.

Connaissances

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Description du poste

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 na

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

Education Closing Date 15 November 2026 , 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.

Old Mutual Story!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.