Omf Financial Consultant(Philippi)

Old Mutual South Africa; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services company in South Africa seeks a motivated individual to provide exceptional client service and financial education. The role involves achieving sales targets, educating clients on credit use, and building strong relationships. Join us in making a positive impact in the community while advancing your career with Old Mutual.

Qualifications

• Required education is High School (Grade 12).

Responsibilities

• Provide excellent client service and financial education.
• Meet monthly sales targets for lending products.
• Build sustainable relationships that enhance the brand.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

High School (Grade 12)

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

1. Provide excellent client service and financial education 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.
2. Meet monthly sales targets in terms of 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

High School (Grade 12) (Required)

Closing Date

22 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!