OMF Financial Consultant (Knysna)

Old Mutual Limited; Knysna; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in Knysna seeks a Financial Consultant to deliver excellent client service, financial education and to achieve sales targets through marketing and selling Old Mutual and other products.

The role focuses on building client relationships, educating customers on credit and money management, and achieving monthly lending and product targets while complying with governance standards.

Qualifications

• Meets monthly sales targets in terms of lending and other products.
• Educates clients on responsible use of credit and money management.
• Establishes a new business pipeline through marketing and lead generation.

Responsibilities

• Provides excellent face to face and telephonic service to customers.
• Delivers on daily production standards and adheres to service and quality standards.
• Facilitates intra-branch referrals by building relationships with other units.
• Maintains compliant with internal, regulatory and governance policies.

Skills

Balances stakeholders

Builds networks

Communicates effectively

Customer focus

Ensures accountability

Instills trust

Interpersonal savvy

Manages complexity

Job description

OMF Financial Consultant (Knysna)Our website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### OMF Financial Consultant (Knysna)Apply: Knysna: Full time: Posted Today: JR-85257**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 effortsMeets 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 standardsna**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.***