OMF Financial Consultant (Queenstown)

Reposted 9 Hours Ago
Be an Early Applicant
Queenstown, Otago, NZL
In-Office
Junior
Fintech • Payments • Financial Services
The Role
Sell lending and other financial products to meet monthly targets, manage collections and arrears, educate clients on credit use and money management, generate leads and pipeline through marketing, deliver excellent client service, follow governance and risk controls, and build inter-branch relationships to drive referrals.
Summary Generated by Built In

Let's Write Africa's Story Together!

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

Job Description

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 enhances the brand. Delivers on daily production standards and adheres to service and quality standards.

Marketing 

  • To establish a new business pipeline through marketing, lead generation and tracking. 

Operational Efficiency 

  • 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. 
  • Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk. 

Personal Effectiveness 

  • Accountable 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 Building 

  • Facilitates intra branch referrals by building mutually beneficial relationships with other business units 
  • Provides excellent client service and build sustainable relationships that enhances the OMF and OM brands

Job Requirements

  • Grade 12 or equivalent 
  • Minimum 2 years sales and/or lending experience with individual sales targets 
  • Minimum 2 years client service experience 

PLEASE COPY THE LINK BELOW INTO YOUR WEB BROWSER AND ANSWER ALL THE QUESTIONS IN ORDER FOR YOUR APPLICATION TO BE CONSIDERED.

https://forms.office.com/r/ZStvvFe729


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Skills

Competencies

Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

Closing Date

16 August 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.

The Old Mutual Story!

Skills Required

  • Grade 12 or equivalent
  • Minimum 2 years sales and/or lending experience with individual sales targets
  • Minimum 2 years client service experience
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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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