Old Mutual Financial Consultant Vacancies 2025

Closing Date: 14 September 2025 at 23:59

Old Mutual, one of Africa’s most respected financial services providers, is inviting applications for a Old Mutual Financial Consultant position in Grahamstown. This is a full-time opportunity for individuals with strong sales and client service backgrounds to join a company committed to empowering communities through responsible financial education and solutions.

The role offers the chance to work in a performance-driven environment while building sustainable client relationships and contributing to Old Mutual’s vision of “Writing Africa’s Story Together.”

About Old Mutual

Founded in 1845, Old Mutual has grown into one of Africa’s leading financial institutions, providing a wide range of products and services across banking, lending, insurance, savings, and investments. With operations in multiple countries, the company prides itself on:

• A diverse and inclusive workforce.
• Strong emphasis on customer service and trust.
• Career development opportunities for employees across different levels.
• A vision of enabling clients to achieve financial security and growth.

Joining Old Mutual means working with a brand that has been trusted for more than 175 years to deliver innovative and responsible financial solutions.

Job Details

• Position: Financial Consultant
• Location: Grahamstown
• Job Type: Full Time
• Job Requisition ID: JR-70742
• Department: Old Mutual Finance (OMF)
• Closing Date: 14 September 2025, 23:59

Key Responsibilities

Marketing

• Establish and maintain a new business pipeline through effective marketing, lead generation, and tracking.

Sales & Operational Efficiency

• Meet monthly sales targets for lending and other Old Mutual products.
• Achieve collections and arrears targets for lending products.
• Deliver on daily production standards and ensure compliance with service quality benchmarks.

Client Education & Service

• Provide financial education to clients on responsible use of credit and effective money management.
• Offer excellent customer service both face-to-face and telephonically.
• Build sustainable client relationships that enhance the Old Mutual Finance (OMF) and Old Mutual brands.

Compliance & Governance

• Adhere to internal, regulatory, and legislative requirements.
• Mitigate risks by ensuring all business is of high quality.

Relationship Building

• Facilitate intra-branch referrals by collaborating with other Old Mutual business units.
• Build mutually beneficial relationships across teams to support branch growth.

Personal Effectiveness

• Take accountability for individual sales targets and branch operations.
• Manage personal workload and tasks effectively for periods up to 3 months.
• Continuously broaden skills and knowledge.
• Demonstrate commitment to Old Mutual’s values in all activities.

Requirements

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

Skills & Competencies

Skills

• Accountability
• Client and Customer Service
• Financial Education
• Sales and Marketing
• Relationship Building
• Business Administration
• Meeting Goals and Objectives

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Why Work for Old Mutual Financial Consultant?

• Career Development: Continuous training and upskilling opportunities.
• Trusted Brand: Work for a company with over 175 years of financial expertise.
• Inclusive Culture: Old Mutual values diversity and collaboration.
• Impact: Empower clients with financial knowledge that makes a difference in their lives.
• Growth Opportunities: Access to broader career paths within Old Mutual Group.

How to Apply Process

1. Search for Job ID JR-70742 or “Financial Consultant – Grahamstown”.
2. Log in or create an account.
3. Complete the online application form.
4. Upload your updated CV and supporting documents.
5. Submit before the closing date: 14 September 2025 at 23:59.

Apply Now Here For Old Mutual Financial Consultant

Note: Only applications submitted via the official Old Mutual Careers Portal will be considered.

Frequently Asked Questions (FAQs)

Q1: What is the salary of an Old Mutual Financial Consultant?
A: Salaries are market-related and include performance incentives, depending on experience and sales performance.

Q2: Do I need Matric to apply for this position?
A: Yes, a Grade 12 / Matric certificate or equivalent qualification is required.

Q3: How much experience do I need?
A: You must have at least 2 years sales/lending experience and 2 years client service experience.

Q4: Does Old Mutual provide training?
A: Yes. Old Mutual offers continuous skills development and training to ensure consultants succeed.

Q5: Can I apply for multiple Old Mutual vacancies?
A: Yes, applicants may apply for any roles for which they qualify through the careers portal.

Conclusion

The Financial Consultant vacancy at Old Mutual in Grahamstown is a fantastic opportunity for driven individuals with experience in sales and client service. If you are passionate about financial education, customer service, and achieving targets, this role offers the platform to grow your career within one of Africa’s most trusted financial institutions.

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