OMF Financial Consultant (Queenstown Nonesi Mall)

Old Mutual Finance (Pty) Ltd; Komani; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd is seeking a Financial Consultant to meet monthly lending and product targets while educating clients on responsible credit use and money management. The role involves establishing a new business pipeline through marketing and lead generation, and maintaining strong branch relationships to drive referrals.

You will deliver high-quality customer service, ensure compliance with governance standards, and contribute to the brand by building sustainable relationships

Qualifications

• Grade 12 or equivalent is required.
• Minimum 2 years sales and/or lending experience with individual sales targets.
• Minimum 2 years client service experience.

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 OMF and OM brands.

Skills

Client Focus

Sales Ability

Communicates Effectively

Ownership

Education

Grade 12 or equivalent

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

The Old Mutual Finance Financial Consultant 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.

Marketing

To establish a new business pipeline through marketing, lead generation and tracking.

Operational Efficiency

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. Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.

Personal Effectiveness

Accountable for individual sales targets, branch operations and service delivery through own efforts. Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months. Continuously broadens individual skills. Collaborates effectively with others to achieve personal results. Accepts and lives the company values.

Relationship Building

Facilitates intra branch referrals by building mutually beneficial relationships with other business units. Provide excellent client service and build sustainable relationships that enhances the OMF and OM brands.

Minimum Requirements

• Grade 12 or equivalent
• Minimum 2 years sales and/or lending experience with individual sales targets
• Minimum 2 years client service experience

Competencies

• Client Focus
• Gaining Commitment
• Initiating Action
• Ownership
• Sales Ability
• Technical Knowledge
• na Skills
• Competencies
• Balances
• Stakeholders
• Builds
• Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Closing Date

10 November 2026 , 23:59

The Old Mutual Story!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.