OMF Financial Consultant (Nelspruit)

Old Mutual; Mbombela; On-site; ZAR 250 000 - 400 000; Full time

Job summary

Old Mutual seeks a Financial Consultant in Mbombela to deliver exceptional client service and financial education. The role involves meeting sales targets, educating clients on credit management, and establishing a new business pipeline. Candidates must have a Matriculation Certificate and strong interpersonal skills.

Qualifications

• Required: Matriculation Certificate (Matric).

Responsibilities

• Provide excellent client service and financial education.
• Meet monthly sales targets in lending and other products.
• Educate clients on responsible use of credit.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

Matriculation Certificate (Matric)

Job description

OMF Financial Consultant (Nelspruit) page is loaded

OMF Financial Consultant (Nelspruit)

Apply locations Nelspruit | time type Full time | posted on Posted 2 Days Ago | job requisition id JR-62649

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

1. Provide excellent client service and financial education to achieve targets through marketing and selling Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts.
2. Meet monthly sales targets in lending and other products.
3. Meet collections and arrears targets for lending products.
4. Educate clients on responsible use of credit and effective money management.
5. Establish a new business pipeline through marketing, lead generation, and tracking.
6. Adhere to internal, regulatory, and legislative governances to ensure quality business and mitigate risk.
7. Facilitate intra-branch referrals by building mutually beneficial relationships with other business units.
8. Provide excellent face-to-face and telephonic service to customers.
9. Build sustainable relationships that enhance the brand.
10. Deliver on daily production standards and adhere 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

27 May 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!

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