OMF Financial Consultant

Position: OMF Financial Consultant )

Description

This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products.

The incumbent is individually accountable for achieving results through own efforts.

Meets monthly sales targets in terms of lending, transactional banking and insurance.

Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.

Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness

Accurately capture all client information on Summit as per loan application and supporting documentation

Suspend or reject loan applications to be re-quoted as and when required

Report suspicious or fraudulent loan application documents to the Branch Manager

Explain the Loan Application Process to facilitate client understanding of the process

Explain Terms and Conditions of Old Mutual Finance Products to clients

Issue copy of Contract / Agreement to Client

Print loan agreement for client’s signature

Correct altered loan application information sent for rework and reprint for client’s signature

Follow up on clients with 1st and 2nd missed instalments

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 internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.

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 (i.e. Retail Mass Market, Personal Finance, Octogen etc.)

Provides excellent face to face and telephonic service to customers.

Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct

Builds sustainable relationships that enhances the brand.

Delivers on daily production standards and adheres to service and quality standards.

Processing of lending products and verification of the required information.

Minimum Requirements

National Senior Certificate or; (Equivalent NQF level
4)

Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)

Skills

Competencies

Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages Complexity

Education

Matriculation Certificate (Matric) (Required)

Closing Date

29 January 2026 , 23:59