OMF Financial Consultant (Queenstown Nonesi Mall)

Old Mutual South Africa; Komani; On-site; ZAR 260,000 - 480,000; Full time

Job summary

Old Mutual South Africa invites applications for a Financial Consultant to drive lending sales, manage client relationships and deliver high-quality service. The role emphasizes achieving monthly targets, educating clients on responsible credit use, and building a strong local pipeline through marketing and referrals.

The successful candidate will combine strong sales ability with client service experience to maintain compliance and protect the brand through excellent conduct and decision making.

Qualifications

• Grade 12 or equivalent.
• 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.
• 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.
• Facilitates intra branch referrals by building mutually beneficial relationships with other business units.

Skills

Client Focus

Gaining Commitment

Initiating Action

Ownership

Sales Ability

Technical Knowledge

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
• Provides 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

Skills

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

Closing Date

10 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.

The Old Mutual Story!