OMF Financial Consultant (Knysna Square)

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

Job summary

Old Mutual seeks a motivated individual to provide exceptional client service and drive sales through effective marketing and relationship-building. You will be responsible for meeting sales targets and educating clients on financial literacy. Ideal candidates should possess a Matriculation Certificate and strong interpersonal skills.

Qualifications

• Matriculation Certificate (Matric) is required.

Responsibilities

• Achieve monthly sales targets for lending and other products.
• Educate clients on responsible credit use and money management.
• Build and maintain relationships to enhance client 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 marketing and selling Old Mutual and other products. The incumbent is individually accountable for achieving results through their 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 enhance 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 July 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!