OMF Financial Consultant (Metlife Mall)

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

Job summary

A leading financial services company in South Africa is seeking an individual to provide excellent client service and financial education while achieving sales targets. The ideal candidate will be responsible for building sustainable customer relationships and facilitating marketing efforts to generate new business. A focus on responsible credit use and effective money management is essential.

Qualifications

• Ability to meet monthly sales targets.
• Educate clients on responsible credit use.
• Build and maintain customer relationships.

Responsibilities

• Provide excellent client service and financial education.
• Achieve targets through marketing and selling products.
• Facilitate referrals through relationship-building.

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

Closing Date

19 November 2025 , 23:59

Other

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!