OMF Financial Consultant (Nelspruit Riverside Mall)

Old Mutual; Mbombela; On-site; ZAR 150,000 - 200,000; Full time

Job summary

A leading financial services company in Mbombela is seeking a motivated individual for a customer service role. Responsibilities include achieving sales targets in lending and insurance, educating clients on financial products, and ensuring excellent service delivery. Candidates must have a National Senior Certificate and experience in sales or service roles, preferably within the banking or financial sector. This position offers opportunities for growth and training in a dynamic environment.

Qualifications

• 1+ years sales or service experience in banking or financial industries.
• Ability to meet sales and service targets.
• Good communication skills for customer interactions.

Responsibilities

• Provide exceptional customer service and financial education.
• Achieve lending and insurance sales targets.
• Process loan applications accurately and efficiently.
• Educate clients on responsible credit use.

Skills

Ability to Sell

Communication

Customer Centric Selling

Interpersonal Relationship Management

Numeracy

Sales

Education

National Senior Certificate (Matric)

Job description

Job Description

This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products.

The incumbent is individually accountable for achieving results through own efforts.

• Meets monthly sales targets in terms of lending, transactional banking and insurance.
• Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promoter Score (NPS) requirements.
• Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
• Accurately capture all client information on Summit as per loan application and supporting documentation
• Suspend or reject loan applications to be re-quoted as and when required
• Report suspicious or fraudulent loan application documents to the Branch Manager
• Explain the Loan Application Process to facilitate client understanding of the process
• Explain Terms and Conditions of Old Mutual Finance Products to clients
• Issue copy of Contract / Agreement to Client
• Print loan agreement for client’s signature
• Correct altered loan application information sent for rework and reprint for client’s signature
• Follow up on clients with 1st and 2nd missed instalments
• 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 internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
• 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 (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
• Provides excellent face to face and telephonic service to customers.
• Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
• Builds sustainable relationships that enhances the brand.
• Delivers on daily production standards and adheres to service and quality standards.
• Processing of lending products and verification of the required information.

Minimum Requirements

• National Senior Certificate or; (Equivalent NQF level 4)
• Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)

Skills

• Ability to Sell (Inactive)
• Communication
• Company Policies
• Credit Policies
• Customer Centric Selling
• Digital Savvy (Inactive)
• Interpersonal Relationship Management
• Numeracy
• Sales

Competencies

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

Education

Matriculation Certificate (Matric) (Required)

Closing Date

29 September 2025, 23:59

Employment Equity

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!

Old Mutual Overview and cultural values narrative retained as provided.