OMF Financial Consultant

Old Mutual South Africa; Louis Trichardt; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services company is seeking a candidate to provide advice on products, managing customer relationships while ensuring operational compliance. The role includes standard customer service activities, data management, and developing prospects. Ideal candidates will have a school leaving certificate and be capable of consultative selling and effective customer engagement. This position offers opportunities for career growth within a supportive environment. Applications are open until 12 January 2026.

Qualifications

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with requests for information.
• Ensure accuracy of customer details in the system and note follow-up actions.
• Interview customers to clarify requirements following a sales script.
• Make calls to potential customers to develop relationships.
• Follow mandatory procedures for compliance with quality standards.
• Assist in routine business development support tasks.
• Identify potential customers through information and referrals.
• Input and select appropriate data into spreadsheets or standard formats.
• Participate in networking to contribute ideas and build connections.

Job description

Overview

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 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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Closing Date

12 January 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.