OMF Financial Consultant (Queenstown)

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.

Responsibilities

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

Requirements

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

How to Apply

PLEASE COPY THE LINK BELOW INTO YOUR WEB BROWSER AND ANSWER ALL THE QUESTIONS IN ORDER FOR YOUR APPLICATION TO BE CONSIDERED.

https://forms.office.com/r/ZStvvFe729

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Closing Date

16 July 2026, 23:59

About the Role

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.