OMF Direct Sales Consultant

Job Description

Responsible for telesales of Old Mutual Finance products to individual clients in the micro-lending mass market. Maintains relationships with internal and external stakeholders and adheres to business, process and compliance rules. Requires adaptability and the ability to perform under pressure as well as exceptional interaction, time management and telephonic skills.

Client Service Delivery

• Makes outbound calls in accordance with predetermined schedules and gathers relevant information.
• Receives inbound calls
• Finalises call at point of contact where possible
• Deals with clients queries via telephone in adherence with productivity standards
• Finalises complete loan application telephonically

Compliance

• Adheres to service and quality standards.

Marketing

• Telesales of OMF products to individual clients.

Personal Effectiveness

• Accountable for productivity 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.
• Accountable for individual sales targets, branch operations and service delivery through own efforts
• Makes increased contributions by broadening individual skills.

Minimum Requirements

• Grade 12
• Minimum 6 months Sales / Call Centre experience within a Financial/Sales/Retail environment.
• Client Focus
• Gaining Commitment
• Initiating Action
• Ownership
• Technical Knowledge

Competencies

• Collaboration (Relating)
• Leading with Influence
• Customer First
• Execution
• Strategic
• Innovation (Perspective)
• Personal Mastery (Learning)

Skills

• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Optimizes Work Processes
• Plans and Aligns

Education

Matriculation Certificate (Matric) (Required)

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.