OMF Financial Consultant (Knysna)

EdUpStairs; Knysna; On-site; ZAR 60,000 - 90,000; Full time

Job summary

Old Mutual is seeking motivated interns to join our team in Knysna, Western Cape. This internship focuses on providing excellent client service, financial education and supporting the marketing and selling of Old Mutual products while aiming to achieve targets.

You will build a new business pipeline through lead generation, referrals and proactive client engagement, while adhering to governance and quality standards in a dynamic retail banking environment.

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

Job description

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Let's Write Africa's Story Together!

Discover more forklift Find Internships Intern

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Browse Careers 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

Competencies

Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

Enroll in Classes Discover more Internship INTERN internship

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.

The Old Mutual Story!