OMF Financial Consultant (Paarl)

Old Mutual Limited; Paarl; On-site; ZAR 167,000 - 257,000; Full time

Job summary

Old Mutual Finance is seeking a Financial Consultant for Paarl to deliver exceptional customer service while promoting lending, transactional banking and insurance products. You will educate clients and help them understand loan processes, terms, and conditions while meeting monthly sales targets.

The role emphasizes maintaining strong client relationships, managing complaints, and cross-selling to grow the client base.

Qualifications

• National Senior Certificate or equivalent (NQF level 4).
• Matriculation Certificate is required.
• Minimum of 1 year sales or service experience (retail, banking & financial industries preferred).

Responsibilities

• Meets monthly sales targets in lending, transactional banking and insurance.
• Provides excellent face-to-face and telephonic service to customers.
• Explains the loan application process and terms/conditions to clients.
• Captures client information accurately on Summit and supporting documentation.
• Keeps customers informed and resolves complaints to improve NPS scores.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

Matriculation Certificate

Job description

OMF Financial Consultant (Paarl)Our website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### OMF Financial Consultant (Paarl)Apply: Paarl: Full time: Posted Today: JR-85360**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**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 Promotor 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****Competencies**Balances Stakeholders### ### Builds Networks### ### Communicates Effectively### ### Customer Focus### ### Ensures Accountability### ### Instills Trust### ### Interpersonal Savvy### ### Manages Complexity**Education**Matriculation Certificate (Matric) (Required)**Closing Date**18 November 2026 , 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.***