OMF Financial Consultant (Stellenbosch)

Old Mutual Limited; Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited is seeking a results-driven professional to provide excellent client service and financial education. The role focuses on marketing and selling Old Mutual and other products, and achieving targets through personal effort.

The incumbent will build a new business pipeline via marketing, lead generation, and tracking, while adhering to internal, regulatory, and legislative governances to ensure quality, compliant business and mitigate risk.

Qualifications

• Matriculation certificate required.
• Experience in client service and financial education preferred.
• Target-driven with ability to meet monthly sales goals.

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 brand.
• Delivers on daily production standards and adheres to service and quality standards

Skills

Credit Processes

Lead Generation

Lending Products

Marketing

New Businesses

Sales Objectives

Education

Matriculation Certificate (Matric)

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

To provide excellent client service and financial education and 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

• 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

Skills

Credit Processes, Lead Generation, Lending Products, Marketing, New Businesses (Inactive), Sales Objectives

Competencies

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

Education

Matriculation Certificate (Matric)

Closing Date

22 September 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!