OMF Financial Consultant (Queenstown)
Old MutualQueenstown, ZA30+ days ago
Job descriptionThe 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. 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. Accountable for individual sales targets, branch operations and service delivery through own efforts. Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months. Continuously broadens individual skills. Collaborates effectively with others to achieve personal results. Accepts and lives the company values. 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 Grade 12 or equivalent Minimum 2 years sales and / or lending experience with individual sales targets Minimum 2 years client service experience Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages Complexity 08 September 2025 , Sales / Retail / Business Development jobs
Job title : OMF Financial Consultant (Queenstown)
Job Location : Eastern Cape, Queenstown
Deadline : December 30, 2025
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Financial Consultant • Queenstown, ZA
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