OMF Financial Consultant (Paarl Backmin Centre)

Old Mutual; Paarl; On-site; ZAR 150,000 - 350,000; Full time

Job summary

An established industry player is seeking a motivated Financial Consultant to join their team in Paarl. This role focuses on providing exceptional customer service and financial education while achieving sales targets in lending, transactional banking, and insurance. The ideal candidate will have a strong sales background, excellent communication skills, and a passion for helping clients understand financial products. Join a dynamic team where your contributions will help shape the future of financial services, and enjoy a rewarding career that emphasizes personal growth and professional development.

Qualifications

• Minimum of 1 year sales or service experience in Retail, Banking & Financial Industries.
• National Senior Certificate or Equivalent NQF level 4 required.

Responsibilities

• Achieve monthly sales targets for lending, transactional banking, and insurance.
• Provide excellent customer service and manage client relationships effectively.
• Educate clients on responsible credit use and facilitate loan applications.

Skills

Ability to Sell

Communication

Customer Centric Selling

Interpersonal Relationship Management

Sales

Digital Savvy

Numeracy

Customer Focus

Ensures Accountability

Manages Complexity

Education

National Senior Certificate or Equivalent NQF level 4

National Certification (Nat Cert)

Job description

Job title: OMF Financial Consultant (Paarl Backmin Centre)

Job Location: Western Cape, Paarl

Deadline: December 30, 2025

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.

Responsibilities

• 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 enhance 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 year sales or service experience (preferably in the Retail, Banking & Financial Industries).

Skills

• Ability to Sell
• Communication
• Company Policies
• Credit Policies
• Customer Centric Selling
• Digital Savvy
• Interpersonal Relationship Management
• Numeracy
• Sales
• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Interpersonal Savvy
• Manages Complexity

Education

• National Certification (Nat Cert) (Required)