OMF Financial Consultant; Worcester Mountain Mill

Job Description

• Provide exceptional customer service and financial education, achieving lending, servicing, transactional banking and insurance sales targets through marketing and selling Old Mutual products.
• Individually accountable for achieving results through own efforts.
• Meet monthly sales targets for lending, transactional banking, and insurance.
• Serve existing Old Mutual policies: facilitate claims, address customer complaints and queries to meet Net Promoter Score requirements.
• Check loan application documentation for accuracy, authenticity, compliance with Policy and Procedures, and 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 required.
• Report suspicious or fraudulent loan application documents to the Branch Manager.
• Explain the Loan Application Process to clients.
• 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.
• Meet collections and arrears targets for lending products.
• Educate clients on responsible use of credit and effective money management.
• Establish new business pipeline through internal and external marketing, lead generation and cross‑sell to customers to ensure retention and acquisition of new clients.
• Adhere to internal regulatory and legislative governances to ensure quality business and mitigate risk.
• Facilitate intra‑branch referrals by building mutually beneficial relationships with other business units.
• Provide excellent face‑to‑face and telephonic service to customers.
• Project/present the professional image of Old Mutual Finance by adhering to dress code, housekeeping, professional behavior and code of conduct.
• Build sustainable relationships that enhance the brand.
• Deliver on daily production standards and adhere to service and quality standards.
• Process lending products and verify required information.

• National Senior Certificate or equivalent NQF level 4.
• Minimum of 1 year sales or service experience, preferably in Retail, Banking & Financial Industries.

• Ability to Sell
• Communication
• Company Policies
• Credit Policies
• Customer Centric Selling
• Digital Savvy
• Interpersonal Relationship Management
• Numeracy
• Sales

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

National Certification (Nat Cert) (Required)

15 June 2026 , 23:59

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.