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OMF Financial Consultant (Gugulethu)
full-timeCape Town

Summary

Location

Cape Town

Type

full-time

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About this role

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

To 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

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

Skills

Competencies

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

Matriculation Certificate (Matric)

Closing Date

01 February 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!

Other facts

Tech stack
Client Service,Financial Education,Sales Targets,Collections,Lead Generation,Risk Mitigation,Relationship Building,Customer Service,Communication,Accountability,Trust,Interpersonal Skills,Complexity Management,Stakeholder Balancing,Network Building,Customer Focus

About Old Mutual Limited

Old Mutual Limited is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries. We have been helping our customers achieve their lifetime financial goals for over 170 years by investing their funds in ways that create positive futures for them, their families, their communities and broader society.
In this way, we significantly contribute to improving the lives of our customers and their communities while ensuring a sustainable future for our business.

We employ more than 30 000 people and operate in 14 countries across two regions Africa (South Africa, Namibia, Botswana, Zimbabwe, Kenya, Malawi, Tanzania, Nigeria, Ghana, Uganda, Rwanda, South Sudan and eSwatini) as well as Asia (China)

So why work here?

We believe you can shape the future with us – a future where we build a better Africa together. That’s why we’re committed to creating opportunities that will give you an edge on the rest. Once you’re part of our team, you will have access to the best breed of advice, tools and frameworks that will equip you to be your exceptional best. #MomentsThatMatter

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services

What you'll do

  • The incumbent is responsible for providing excellent client service and financial education while achieving sales targets. This includes educating clients on credit use, establishing a business pipeline, and adhering to governance standards.

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Frequently Asked Questions

What does a OMF Financial Consultant (Gugulethu) do at Old Mutual Limited?

As a OMF Financial Consultant (Gugulethu) at Old Mutual Limited, you will: the incumbent is responsible for providing excellent client service and financial education while achieving sales targets. This includes educating clients on credit use, establishing a business pipeline, and adhering to governance standards..

Why join Old Mutual Limited as a OMF Financial Consultant (Gugulethu)?

Old Mutual Limited is a leading Financial Services company.

Is the OMF Financial Consultant (Gugulethu) position at Old Mutual Limited remote?

The OMF Financial Consultant (Gugulethu) position at Old Mutual Limited is based in Cape Town, Western Cape, South Africa. Contact the company through Clera for specific work arrangement details.

How do I apply for the OMF Financial Consultant (Gugulethu) position at Old Mutual Limited?

You can apply for the OMF Financial Consultant (Gugulethu) position at Old Mutual Limited directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Old Mutual Limited on their website.