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
This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products.The incumbent is individually accountable for achieving results through own efforts.
Responsibilities
Meets monthly sales targets in terms of lending, transactional banking and insurance.
Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as 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 and when required
Report suspicious or fraudulent loan application documents to the Branch Manager
Explain the Loan Application Process to facilitate client understanding of the process
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
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 internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
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 (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
Provides excellent face to face and telephonic service to customers.
Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
Builds sustainable relationships that enhances the brand.
Delivers on daily production standards and adheres to service and quality standards.
Minimum requirements
National Senior Certificate or; (Equivalent NQF level 4)
Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)
Ability to sell
Sales inclination
Digitally savvy
Able to deal with complexity
Communication skills
Customer Centric expertise
Interpersonal and Relationship management skills
Basic Numeracy skills
Demonstrated track record of engaging in a sales and client facing environment
Knowledge on organisational Policies, including (but not limited to) the Credit Policy
Competencies
Persuading and Influencing
Empathy
Delivering Results and meeting customer expectations
Entrepreneurial and commercial thinking
Relating and networking
Following instructions and procedures
Adhering to principles and values
Attention to detail
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 ProcessesCompetencies
Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FirstCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyEducation
Closing Date
26 February 2026 , 23:59The 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
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
What you'll do
- The role involves achieving sales targets in lending, transactional banking, and insurance while providing exceptional customer service. The incumbent is also responsible for servicing existing policies and educating clients on financial products.
Ready to join Old Mutual Limited?
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