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OMF Financial Consultant (Tokai)

Old MutualCape Town, ZA

16 days ago

Job description

Job title : OMF Financial Consultant (Tokai)

Job Location : Western Cape, Cape Town

Deadline : December 30, 2025

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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

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

Closing Date

12 October 2025

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Financial Consultant • Cape Town, ZA

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