Omf Financial Consultant (Modimolle)

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

Job summary

A respected firm in South Africa is seeking a client-focused individual to provide excellent customer service and financial education. This role entails achieving sales targets, educating clients on responsible credit use, and maintaining high-quality service standards to enhance the brand.

Qualifications

• Minimum of 1 year sales or service experience in Retail, Banking, & Financial Industries.
• Matriculation Certificate (Matric) is required.

Responsibilities

• Meeting monthly sales targets for lending and other products.
• Educating clients on responsible credit use and effective money management.
• Providing excellent face-to-face and telephonic customer service.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

National Senior Certificate or equivalent NQF level 4

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 own efforts.

Responsibilities include:

• Meeting monthly sales targets for lending and other products.
• Meeting collections and arrears targets for lending products.
• Educating clients on responsible credit use and effective money management.
• Establishing a new business pipeline through marketing, lead generation, and tracking.
• Adhering to internal, regulatory, and legislative governances to ensure quality business and risk mitigation.
• Facilitating intra-branch referrals by building mutually beneficial relationships with other business units.
• Providing excellent face-to-face and telephonic customer service.
• Building sustainable relationships to enhance the brand.
• Delivering on daily production standards and adhering to service and quality standards.

Minimum Requirements:

• National Senior Certificate or equivalent NQF level 4.
• Minimum of 1 year sales or service experience, preferably in the Retail, Banking, & Financial Industries.

Skills & Competencies:

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

Education:

Matriculation Certificate (Matric) is required.

Closing Date:

15 June 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!