OMF Financial Consultant (Mossel Bay)

Old Mutual South Africa; Mossel Bay; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services provider in Mossel Bay is seeking a dedicated individual to provide excellent client service and financial education. This role requires achieving monthly sales targets and establishing new business opportunities while adhering to quality standards. A Matriculation Certificate is required. This position offers an opportunity to build sustainable relationships and enhance the brand.

Responsibilities

• Provide excellent client service and financial education.
• Meet monthly sales targets in terms of lending and products.
• Educate clients on responsible use of credit and money management.
• Establish a new business pipeline through marketing.
• Adhere to internal and regulatory governances.
• Provide excellent face to face and telephonic 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

03 November 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!