OMF Financial Consultant (Tembisa Mall)

Old Mutual South Africa; Midrand; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a dedicated role focused on client service and financial education. The incumbent will aim to achieve monthly lending and product targets, grow a new business pipeline through marketing and leads, and maintain compliant, quality service standards.

The position emphasizes building relationships across branches, providing face-to-face and telephonic service, and delivering on production expectations while adhering to governance and risk controls.

Qualifications

• Meets monthly sales targets in lending and other products.
• Meets collections and arrears targets in lending products.
• Educates clients on responsible use of credit and 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.

Responsibilities

• 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

Communicates effectively

Customer focus

Builds networks

Balances stakeholders

Interpersonal savvy

Manages complexity

Provides face-to-face service

Education

NQF Level 4 - Grade 12

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.

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

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Skills

Competencies

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

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Closing Date

10 October 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!