Finance Consultant

Posted 5 Days Ago
Be an Early Applicant
Windhoek, Khomas, NAM
In-Office
Mid level
Fintech • Payments • Financial Services
The Role
Sell and advise clients on appropriate financial products, provide financial education, build and retain client relationships, meet sales targets, cross-sell products, ensure compliance, and deliver excellent customer service while analyzing market trends.
Summary Generated by Built In

Lets Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Minimum Requirements:

  • Grade 12 with Commercial or Business related subjects, at least 25 points.

  • Tertiary qualification will be an advantage.

  • Code B Driver's license: Code C1 will be an added advantage.

  • Minimum of 3 years related experience in business management, insurance or financial services and market sector.

  • Experience in a local vernacular will be an advantage.

  • Excellent all round communication skills.

  • Computer literacy is essential.

  • Good numerical ability.

  • Ability to engage with people from different backgrounds.

  • Have a strong team focus.

  • Availability to work extended trading hours when required.

Job Specification:

  • Provide clients with appropriate financial products.

  • Provide financial education to clients and companies.

  • Building client relationships by understanding and exceeding clients' needs and ensuring professionalism at all times.

  • Service clients promptly and efficiently with a professional and friendly demeanor.

  • Delivering world-class customer service excellence and ensuring legislative compliance at all times and provide clients with the appropriate financial products.

  • Using appropriate interpersonal and communication techniques to gain client acceptance.

  • Facilitate cross-selling of financial products.

  • Continuously demonstrating energy and tenacity to achieve set targets within set timelines.

  • Analyzing and keeping abreast of market trends while at the same time demonstrating flexibility and adaptability as required.

  • Retain business and generate sales leads.


Skills

Accountability, Building Networks, Building Trust, Complexity Management, Consultative Selling, Customer Communications, Customer Feedback, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Interpersonal Awareness, Oral Communications, Organizational Savvy, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Stakeholder Management, Strategic Selling, Strengthening Customer Relationships, Work Processes

Competencies

Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FirstCustomer FocusEnsures AccountabilityInstills TrustInterpersonal Savvy

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

Closing Date

14 August 2026 , 23:59

The Old Mutual Story!

Skills Required

  • Grade 12 with Commercial or Business subjects, at least 25 points.
  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent.
  • Minimum of 3 years related experience in business management, insurance or financial services.
  • Code B driver's license.
  • Code C1 driver's license.
  • Experience in a local vernacular.
  • Excellent all round communication skills.
  • Computer literacy.
  • Good numerical ability.
  • Ability to engage with people from different backgrounds.
  • Strong team focus.
  • Availability to work extended trading hours when required.
  • Tertiary qualification.
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The Company
HQ: London
12,448 Employees

What We Do

Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica

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