Old Mutual Life: Financial Consultant


Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 17 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.

We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.

Old Mutual Finance was established in 2008 to provide unsecured lending products and services to the SA market. The business started with a staff compliment of 34 and has since grown to over 3000 staff with more than 300 branches nationally. Within our branches we offer insurance, transactional banking and lending products and servicing.

Old Mutual Finance is a licensed financial services and registered credit provider.

The role of OMF Financial Consultant is to deliver on daily production standards and adheres to service and quality standards.

Key responsibilities will include amongst others the following:


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 3months.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 brand

Job RequirementsGrade 12.Min. 2 yrs. sales and/or lending experience with individual sales targetsMin. 2 yrs. client service experienceClient FocusGaining CommitmentInitiating ActionOwnershipSales AbilityTechnical Knowledge

Additional Details