OMF FINANCIAL CONSULTANT

Old Mutual Limited; Rustenburg; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Old Mutual Limited in Rustenburg is seeking a Financial Consultant to provide product advice to a defined market and to drive sales through reliable customer service and relationship management.

The role emphasizes CRM data integrity, process compliance, and proactive prospecting to grow the customer base while delivering compliant, high-quality service.

Qualifications

• Experience in customer service and sales support environments.
• Ability to follow a structured process and reporting standards.
• Proven communication and relationship-building skills.

Responsibilities

• Provide customer service and handle inquiries to support retention.
• Assess compliance with standards for routine inquiries.
• Greet visitors and route requests to appropriate colleagues.
• Maintain CRM data accuracy and record follow-up actions.
• Interview customers to clarify requirements and options.
• Proactively develop relationships with allocated prospects.
• Follow mandatory procedures to meet quality and regulatory codes.
• Support business development tasks and routine tasks.
• Identify potential customers through referrals and existing contacts.
• Extract data from information and input into standard formats.
• Build a network of internal and external stakeholders.

Skills

Stakeholder balance

Networking

Effective communication

Customer focus

Accountability

Trust building

Interpersonal savvy

Managing complexity

Job description

## OMF FINANCIAL CONSULTANTApply: Rustenburg: Posted Today: JR-82857**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****Competencies**Balances Stakeholders### ### Builds Networks### ### Communicates Effectively### ### Customer Focus### ### Ensures Accountability### ### Instills Trust### ### Interpersonal Savvy### ### Manages 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.***