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OMF Financial Consultant (Queenstown)

Company

Old Mutual

Location

Queenstown, Otago

Posted

July 14, 2026

Position Overview

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 o...
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