Financial Consultant - OMF Rustenburg Platinum Boulevard

Old Mutual Limited; Rustenburg; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited is seeking a Financial Consultant in Rustenburg to provide tailored financial product advice to an allocated customer segment. You will manage customer inquiries, document follow-up actions, and build relationships through proactive prospecting.

Role involves adhering to regulatory and internal standards, carrying out routine customer service tasks, and supporting business development through established processes. A strong client-centric approach is essential for success.

Qualifications

• NQF Level 5 qualification required or equivalent.
• Experience in consultative selling and customer relationship development.
• Ability to handle customer inquiries and follow a multilevel sales script.

Responsibilities

• Provide advice on a range of financial products to an allocated market.
• Carry out standard customer service activities and handle inquiries.
• Ensure CRM data is accurate and notes follow-up actions from sales calls.
• Identify potential customers and develop relationships through calls or in person.
• Follow compliance and internal codes to maintain quality standards.
• Support business development tasks and follow established procedures.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Evaluating Information

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Financial Consultant - OMF Rustenburg Platinum BoulevardOur website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### Financial Consultant - OMF Rustenburg Platinum BoulevardApply: Rustenburg: Posted Today: JR-84837**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**Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.# Responsibilities## ## Customer ServiceCarry out standard customer service activities and handle simple customer inquiries.## Solutions AnalysisAssess compliance with established standards and protocols for routine inquiries.## Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.## Customer Relationship Management (CRM) DataEnsure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.## Customer Needs ClarificationInterview the customer, following a multilevel sales script, to clarify the customer's requirements.## Customer Relationship Development / ProspectingMake calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.## Operational ComplianceFollow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.## Business DevelopmentCarry out routine business development support tasks and assist others by following established procedures.## Sales Opportunities CreationIdentify potential customers by obtaining information, referrals, and recommendations from existing customers.## Data ExplorationSelect appropriate data from information provided by others and input that data into spreadsheets or standard formats.## Network of InfluenceDemonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.na**Skills**Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships**Competencies**Balances Stakeholders### ### Builds Networks### ### Communicates Effectively### ### Customer Focus### ### Ensures Accountability### ### Instills Trust### ### Interpersonal Savvy### ### Manages Complexity**Education**NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent**Closing Date**07 November 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.***