OMF Financial Consultant (Engcobo)
- Location
- Eastern Cape
- Closing date
First listed . Last checked at source .
In brief
Overview This is an OMF Financial Consultant role at Old Mutual in Engcobo. The position focuses on providing excellent client service and financial education, achieving targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through their own efforts. What you will do * Provide excellent client service and financial education and achieve targets through the marketing and selling of Old Mutual and other products. * Meet monthly sales targets in terms of lending and other products. * Meet collections and arrears targets in terms of lending products. * Educate clients on responsible use of credit and effective money management. * Establish a new business pipeline through marketing, lead generation and tracking. * Adhere to internal, regulatory and legislative governances to ensure quality business and mitigate risk. * Facilitate intra branch referrals by building mutually beneficial relationships with other business units. * Provide excellent face-to-face and telephonic service to customers. * Build sustainable relationships that enhance the brand. * Deliver on daily production standards and adhere to service and quality standards. Requirements (from the original advert) * **Competencies:** * Balances Stakeholders * Builds Networks * Communicates Effectively * Customer Focus * Ensures Accountability * Instills Trust * Interpersonal Savvy * Manages Complexity * **Education:** Not specified Who should apply An ideal candidate for this role is an individually accountable professional who is driven to achieve sales and collections targets. They should be proficient in providing excellent client service and financial education, capable of establishing new business pipelines and fostering sustainable customer relationships. The candidate must be able to adhere to regulatory and internal governance, and possess strong interpersonal, communication, networking, and customer focus skills. Deadline 13 October 2026, 23:59 Reference Original posting: https://www.myjobmag.co.za/job/omf-financial-consultant-engcobo-old-mutual Source: myjobmag
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Job description
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