OMF Financial Consultant (Modimolle)

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

Job summary

A leading company in South Africa seeks a dedicated professional to provide excellent client service and achieve sales targets in lending and other financial products. You'll educate clients and establish relationships while adhering to regulatory and quality standards. Join us in writing Africa's story!

Qualifications

• 1 year sales or service experience, preferably in Retail or Financial Industries.
• Matriculation Certificate (Matric) required.

Responsibilities

• Meet monthly sales targets in lending and other products.
• Educate clients on responsible credit use and money management.
• Build sustainable relationships enhancing the brand.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

National Senior Certificate (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 the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts.

Responsibilities include:

1. Meeting monthly sales targets in lending and other products.
2. Meeting collections and arrears targets in lending products.
3. Educating clients on responsible credit use and effective money management.
4. Establishing a new business pipeline through marketing, lead generation, and tracking.
5. Adhering to internal, regulatory, and legislative governance to ensure quality business and mitigate risk.
6. Facilitating intra-branch referrals by building mutually beneficial relationships with other business units.
7. Providing excellent face-to-face and telephonic service to customers.
8. Building sustainable relationships that enhance the brand.
9. 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 and Competencies:

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

Education:

Matriculation Certificate (Matric) (Required)

Closing Date: 15 June 2025, 23:59

Note: 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!