OMF Financial Consultant

Old Mutual; Gauteng; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services group in South Africa is seeking a Customer Service Advisor. Responsibilities include handling inquiries, maintaining customer data, and business development. Candidates should have an understanding of consultative selling and customer relationship management. NQF Level 5 qualification is required. The role emphasizes personal accountability and the value of networking in delivering results.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information.
• Ensure that basic customer details are accurate and make notes of follow-up actions.
• Interview customers to clarify their requirements.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure quality standards.
• Carry out routine business development support tasks.
• Identify potential customers by obtaining information and referrals.
• Select appropriate data and input into spreadsheets.
• Participate in a network of people and ideas.

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

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

na 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 Service - Carry out standard customer service activities and handle simple customer inquiries.
• Solutions Analysis - Assess compliance with established standards and protocols for routine inquiries.
• Receiving Visitors - Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Customer Relationship Management (CRM) Data - Ensure 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 Clarification - Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Customer Relationship Development / Prospecting - Make 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 Compliance - Follow 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 Development - Carry out routine business development support tasks and assist others by following established procedures.
• Sales Opportunities Creation - Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Data Exploration - Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• Network of Influence - Demonstrate 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.

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

23 November 2025 , 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!