OMF Financial Consultant (Queenstown Nonesi Mall)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Komani; On-site; ZAR 240,000 - 380,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a Financial Consultant who will meet monthly lending targets, educate clients on credit use, and establish new business pipelines through marketing and lead generation. The role emphasizes compliant, high-quality service and strong relationship-building to support brand growth.

The incumbent will deliver daily production standards, work within governance frameworks, and provide excellent client interactions both face-to-face and by

Qualifications

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

Responsibilities

• Meet monthly sales targets in terms of lending and other products.
• Meet 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.
• 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.

Skills

Client focus

Gaining commitment

Initiating action

Ownership

Sales ability

Technical knowledge

Communicates effectively

Customer focus

Instills trust

Interpersonal savvy

Manages complexity

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
• 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

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 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!