OMF Financial Consultant (Knysna Square)

Old Mutual South Africa; Knysna; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A financial services provider in Knysna is seeking a professional to provide exceptional client service and financial education. The role involves achieving sales targets, educating clients on credit use, and building sustainable client relationships. A Matriculation Certificate is required. This position offers an opportunity to contribute to financial literacy in the community while adhering to compliance standards.

Responsibilities

• Provide excellent client service and financial education.
• Achieve sales targets for lending and other products.
• Educate clients on responsible credit use and money management.
• Establish a new business pipeline through marketing.
• Adhere to regulatory compliance and quality standards.
• Facilitate intra-branch referrals to enhance service.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

Matriculation Certificate (Matric)

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

Skills

Competencies

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

Matriculation Certificate (Matric) (Required)

Closing Date

17 August 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!