OMF Financial Consultant (Knysna)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Knysna; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a client-experience driven professional in Knysna to deliver outstanding service and financial education while actively pursuing lending and other product sales targets. You will educate clients on responsible credit use and money management, while cultivating new business pipelines and strategic referrals.

The role emphasizes excellent face-to-face and telephonic service, adherence to governance, and the cultivation of sustainable

Qualifications

• Customer service oriented and able to educate clients on financial topics.
• Strong interpersonal and communication skills.
• Able to build and maintain client relationships.
• Target driven with monthly sales focus.

Responsibilities

• Provide excellent client service and financial education.
• Meet monthly sales targets for lending and other products.
• Meet collections targets for lending products.
• Establish new business through marketing and lead generation.
• Uphold governance and risk controls to ensure quality business.

Job description

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

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Skills

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

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!