OMF Client Relations Consultant


Job Title OMF Client Relations Consultant.Sales & Distribution.OMF (JV)
 Job ID  IRC41040
Location Umhlanga,ZA
Organization Name Old Mutual Finance (RF) Pty) Ltd
Brief Description Mutual’s purpose of “Enabling Positive Futures” is to help our customers thrive by enabling them to achieve their life time financial goals. We believe that a great customer experience is rooted in a great employee experience, and we strive to enable our employees to Find Their Greatness through a Great Career, at a Great Global Company, with Great Leaders, a Great Culture and Great Rewards and Recognition. If our purpose resonates with you, and you are a driven and ambitious top achiever with a strong determination to succeed then join Old Mutual. We will provide you with opportunities to unleash your Greatness.
  • Marketing
    • To establish a new business pipeline through marketing, lead generation and tracking.
  • Operational Efficiency
    • 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.
  • Personal Effectiveness
    • 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.
  • Relationship Building
    • 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
Job Requirements
  • Grade 12.
  • Minimum 2 years sales and/or lending experience with individual sales targets.
  • Minimum 2 years client service experience.
  • Client Focus
  • Gaining Commitment
  • Initiating Action
  • Ownership
  • Sales Ability
  • Technical Knowledge
Additional Details  Appointments will be made in line with the applicable Old Mutual Employment Equity Policy(which includes the applicable EE Plan). Preference for this role will be given to [insert e.g. Black African candidates and candidates with disabilities].Eligibility to participate in a Short Term Incentive (“STI”) scheme and a Long Term Incentive Plan (“LTIP”), subject to the rules of the schemes