OMF FINANCIAL CONSULTANT (DURBAN SAMORA MACHEL)

Posted 4 Days Ago
Be an Early Applicant
Durban, eThekwini, Kwazulu Natal
Entry level
Fintech • Payments • Financial Services
The Role
The financial consultant will provide client service and financial education, meet sales targets, educate clients on credit use, generate leads, and ensure compliance with regulations.
Summary Generated by Built In

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

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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

Skills

Competencies

Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

Matriculation Certificate (Matric) (Required)

Closing Date

09 April 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!

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The Company
Gauteng
12,448 Employees
On-site Workplace

What We Do

Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people.

Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica

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