OMF Financial Consultant (Vangate Mall)

Old Mutual Limited; Cape Town; On-site; ZAR 250,000 - 350,000; Full time

Job summary

Old Mutual Limited in Cape Town seeks a client-focused sales professional to drive lending and other financial product sales while delivering exceptional service. You will educate clients on responsible credit use, meet monthly targets, build a new business pipeline through marketing and lead generation, and collaborate with branch teams to grow sustainable relationships.

Join Old Mutual's story as part of a diverse team and help customers achieve financial wellbeing while contributing to the

Qualifications

• Strong client service and financial education abilities.
• Ability to meet monthly sales targets.
• Knowledge of lending products and risk awareness.

Responsibilities

• Meet monthly sales targets for lending and other products.
• Meet collections and arrears targets for lending products.
• Educate clients on responsible credit use and money management.
• Generate new business via marketing, lead generation and tracking.
• Adhere to governance to ensure quality and mitigate risk.
• Foster intra-branch referrals and build relationships.
• Provide excellent face-to-face and telephonic service.
• Build sustainable relationships to enhance the brand.
• Deliver daily production standards and adhere to service and quality standards.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

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

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Competencies

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

Closing Date

07 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! _