OMF FINANCIAL CONSULTANT

oldmutual; Rustenburg; On-site; ZAR 150,000 - 230,000; Full time

Job summary

Old Mutual is hiring to provide product advice to an allocated market, managing customer inquiries and developing relationships through structured sales scripts. The role emphasizes CRM data accuracy and routine compliance while supporting business development and customer service activities.

The appointment will be made in line with the Employment Equity Plan. The position involves visiting clients, handling inquiries, and working within a networked sales environment to drive opportunities.

Qualifications

• Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• Interviews customers to clarify requirements and handles routine inquiries.
• Follows a multilevel sales script for customer needs clarification and business development support.

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 information requests, referring complex matters to colleagues.
• Ensure customer details in the CRM are accurate and capture follow-up actions.
• Make calls to allocate potential customers to develop relationships.
• Follow mandatory procedures to meet quality standards and external/internal codes of conduct.
• Identify potential customers and create sales opportunities from referrals and recommendations.
• Input data into spreadsheets or standard formats when needed.

Skills

Competencies: Stakeholders

Networking

Communication

Customer Focus

Accountability

Trust Building

Interpersonal Savvy

Complexity Management

Data Exploration

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

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

Competencies

Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

Closing Date

04 October 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.

The Old Mutual Story!