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Omf Financial Consultant (Mutual Park)

Omf Financial Consultant (Mutual Park)

Old MutualSouth Africa
1 day ago
Job description

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

  • Matriculation Certificate (Matric)
  • Minimum Requirements

  • Bachelor's Degree in Accounting
  • CA / CIMA Qualification advantageous
  • 6+ years' working experience
  • Manufacturing industry background
  • ERP System experience, Unite M3 would be advantage
  • Professional skills in Microsoft software (especially MS Excel and PowerPoint) and Power BI
  • HFM / OneStream knowledge
  • Technical knowledge of IFRS, General Accounting and Tax legislation
  • EEO / 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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    Financial Consultant • South Africa

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