OMF Financial Consultant (OMF Dutywa)

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

Job summary

A financial services provider in Dutywa is looking for an individual to provide excellent client service and financial education while achieving sales targets. Responsibilities include managing lending products, client education on money management, and establishing new business pipelines. The ideal candidate will build sustainable relationships, meet daily production standards, and ensure adherence to governance protocols. A strong customer focus and effective communication skills are essential. The position aligns with the Employment Equity Plan.

Qualifications

• Strong customer service skills and experience in financial education.
• Ability to meet sales targets and manage client relationships.

Responsibilities

• Meets monthly sales targets in terms of lending and other products.
• Educates clients on responsible use of credit and effective money management.
• Establishes a new business pipeline through marketing, lead generation and tracking.

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

• 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.

Competencies

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

Closing Date

30 December 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!