O
OM Bank Financial Consultant(Stellenbosch) at Old Mutual
Old Mutual
September 08, 2026
Full-time
On-site
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
Credit Processes, Lead Generation, Lending Products, Marketing, New Businesses (Inactive), Sales Objectives
Competencies
Balances Stakeholders
Builds Networks
Communicates Effectively
Customer Focus
Ensures Accountability
Instills Trust
Interpersonal Savvy
Manages Complexity
Education
Matriculation Certificate (Matric)
Closing Date
14 September 2026 , 23:59
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
Credit Processes, Lead Generation, Lending Products, Marketing, New Businesses (Inactive), Sales Objectives
Competencies
Balances Stakeholders
Builds Networks
Communicates Effectively
Customer Focus
Ensures Accountability
Instills Trust
Interpersonal Savvy
Manages Complexity
Education
Matriculation Certificate (Matric)
Closing Date
14 September 2026 , 23:59