OMF Financial Consultant (Khayelitsha)Job DescriptionTo 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. The Old Mutual Finance Financial Consultant 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 enhance the brand. Delivers on daily production standards and adheres to service and quality standards.MarketingTo establish a new business pipeline through marketing, lead generation, and tracking.Operational EfficiencyMeets 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 EffectivenessAccountable 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 BuildingFacilitates intra-branch referrals by building mutually beneficial relationships with other business units. Provides excellent client service and builds sustainable relationships that enhance the OMF and OM brands.Minimum RequirementsGrade 12 or equivalent. Minimum 2 years sales and/or lending experience with individual sales targets. Minimum 2 years client service experience.SkillsCommunication Skills; Adaptability, Excellent organizational, planning, and prioritizing skills.EducationNational Certification (Nat Cert) (Required).Closing Date15 July 2024.The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.#J-18808-Ljbffr