OMF Financial Consultant (Alexandra)

Old Mutual Finance (Pty) Ltd; Sandton; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services organization is looking for a Financial Consultant in Sandton to provide tailored advice and build customer relationships. The successful candidate will ensure compliance with standards and assist with customer inquiries. This role requires strong communication and networking skills, along with the ability to clarify customer needs. Join us to contribute positively to customer experiences while ensuring your own professional growth.

Qualifications

• Must be able to serve customer inquiries effectively.
• Sales experience and ability to clarify customer needs are essential.
• Strong networking skills and ability to build relationships.

Responsibilities

• Provide advice on financial products to a specific allocated market.
• Carry out customer service activities and handle inquiries.
• Ensure compliance with established standards and protocols.
• Develop customer relationships and assist with queries and complaints.
• Support business development activities.

Skills

Customer Focus

Effective Communication

Interpersonal Savvy

Stakeholder Balancing

Job description

OMF Financial Consultant (Alexandra) page is loaded

OMF Financial Consultant (Alexandra)

Apply locations Alexandra posted on Posted Yesterday job requisition id JR-69663

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

14 August 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!

About Us

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.