OMF Financial Consultant (Sandton City)

Old Mutual South Africa; Johannesburg; On-site; ZAR 180,000 - 300,000; Full time

Job summary

A leading company in South Africa is seeking a motivated individual to join its team in providing exceptional customer service and achieving sales targets in lending, banking, and insurance. This role involves servicing existing policies, educating clients, and building new business through proactive marketing and sales efforts. The ideal candidate will have a National Senior Certificate and at least one year of relevant sales or service experience, along with strong communication and sales skills to succeed in this fast-paced environment.

Qualifications

• Minimum of 1 year sales or service experience in retail, banking, or financial industries.
• National Senior Certificate required.

Responsibilities

• Meet monthly sales targets for lending, transactional banking, and insurance.
• Service existing Old Mutual policies and handle claims.
• Educate clients on responsible credit use and money management.

Skills

Communication

Sales Skills

Customer-Centric Selling

Digital Literacy

Interpersonal Relationship Management

Numeracy

Education

National Senior Certificate or equivalent (NQF level 4)

National Certification (Nat Cert)

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

This role is responsible for providing exceptional customer service and financial education, and for achieving lending, servicing, transactional banking, and insurance sales targets through marketing and selling Old Mutual products.

The incumbent is individually accountable for achieving results through their own efforts.

• Meet monthly sales targets for lending, transactional banking, and insurance.
• Service existing Old Mutual policies, including facilitating claims and addressing customer complaints to meet NPS requirements.
• Check loan application documentation for accuracy, authenticity, compliance, and completeness.
• Accurately capture all client information on Summit as per application and supporting documents.
• Suspend or reject incomplete or non-compliant loan applications for rework.
• Report suspicious or fraudulent documents to the Branch Manager.
• Explain the loan application process to clients for better understanding.
• Explain terms and conditions of Old Mutual Finance products to clients.
• Issue copies of contracts/agreements to clients.
• Print loan agreements for client signatures.
• Correct and reprint altered loan applications for client signatures.
• Follow up on clients with missed installments.
• Meet collection and arrears targets.
• Educate clients on responsible credit use and money management.
• Build a new business pipeline through marketing, lead generation, and cross-selling.
• Adhere to internal and legislative regulations to ensure quality and mitigate risks.
• Facilitate intra-branch referrals by building relationships with other units.
• Provide excellent face-to-face and telephonic customer service.
• Project a professional image through dress code, behavior, and conduct.
• Build sustainable relationships to enhance the brand.
• Meet daily production and service standards.
• Process lending products and verify required information.

Minimum Requirements

• National Senior Certificate or equivalent (NQF level 4).
• Minimum of 1 year sales or service experience, preferably in retail, banking, or financial industries.

Skills

Ability to sell, communication, understanding company policies, credit policies, customer-centric selling, digital literacy, interpersonal relationship management, numeracy, sales skills.

Competencies

Stakeholder management, networking, effective communication, customer focus, accountability, trust, interpersonal savvy, managing complexity.

Education

National Certification (Nat Cert) required.

Closing Date

17 July 2025, 23:59

The appointment will be made in line with the Employment Equity Plan of Old Mutual South Africa and relevant business unit.