OMF Financial Consultant (Vangate)

Old Mutual; Cape Town; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A financial services firm in Cape Town seeks a dedicated individual to provide excellent client service and financial education. The role involves meeting sales targets, educating clients on credit management, and building sustainable relationships to enhance the brand. A Matriculation Certificate is required, along with strong customer service skills. The position offers an opportunity to make a real impact in the community while adhering to regulatory standards.

Qualifications

• Strong customer service skills with a focus on financial education.
• Ability to meet monthly sales and collections targets.
• Competent in establishing a business pipeline through marketing.

Responsibilities

• Meet monthly sales targets in terms of lending and other products.
• Educate clients on responsible credit use and money management.
• Facilitate intra-branch referrals by building relationships with other business units.

Skills

Effective communication

Customer focus

Building networks

Stakeholder balancing

Managing complexity

Education

Matriculation Certificate (Matric)

Job description

Overview

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.

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 and Competencies

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

Education

Matriculation Certificate (Matric)

Closing Date

08 October 2025 , 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!