OMF Financial Consultant (Queenstown) at Old Mutual

Job Description

• The Old Mutual Finance Financial Consultant 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.

Marketing

• To establish a new business pipeline through marketing, lead generation and tracking.

​Operational Efficiency

• 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.
• Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.

​Personal Effectiveness

• Accountable for individual sales targets, branch operations and service delivery through own efforts.
• Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
• Continuously broadens individual skills.
• Collaborates effectively with others to achieve personal results.
• Accepts and lives the company values.

​Relationship Building

• Facilitates intra branch referrals by building mutually beneficial relationships with other business units
• Provides excellent client service and build sustainable relationships that enhances the OMF and OM brands

Job Requirements

• Grade 12 or equivalent
• Minimum 2 years sales and/or lending experience with individual sales targets
• Minimum 2 years client service experience

Skills

Competencies

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

Closing Date

• 08 September 2025 ,