OMF Financial Consultant (Vredenburg)

Old Mutual South Africa
📍 vredenburg, western cape, South-Africa 💼 Full-time 🕒 Posted July 05, 2026

Job Description

Responsibilities

  • Provide excellent client service and financial education.
  • Achieve monthly sales targets for lending and other products.
  • Meet collections and arrears targets for lending products.
  • Educate clients on responsible use of credit and effective money management.
  • Establish a new business pipeline through marketing, lead generation, and tracking.
  • 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.
  • Build sustainable relationships that enhance the brand.
  • Deliver on daily production standards and adhere to service and quality standards.

Competencies

  • Balances Stakeholders
  • Builds Networks
  • Communicates Effectively ...

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Job Details

  • Location vredenburg, western cape
  • Job Type Full-time
  • Category Finance Consulting
  • Posted Date July 05, 2026
  • Application Deadline August 14, 2026