Job Title : OMF Financial Consultant (Mutual Park)
Job Location : Western Cape, Mutual Park
Closing Date : 22 October 2025
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.
Responsibilities
- 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 ComplexityEducation
Matriculation Certificate (Matric)Minimum Requirements
Bachelor's Degree in AccountingCA / CIMA Qualification advantageous6+ years' working experienceManufacturing industry backgroundERP System experience, Unite M3 would be advantageProfessional skills in Microsoft software (especially MS Excel and PowerPoint) and Power BIHFM / OneStream knowledgeTechnical knowledge of IFRS, General Accounting and Tax legislationEEO / Equal Opportunity
Trouw Nutrition is an equal opportunity employer; applicants are considered for all roles without regard to race, color, religious creed, sex, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, military status or any other status protected by applicable local law. Please advise us at any point during the recruitment and selection process if you require accommodation. Trouw Nutrition is committed to compliance with all applicable legislation, including providing accommodation for applicants with disabilities.
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