OMF Financial Consultant (Apel Bopedi Shopping Centre)

Old Mutual South Africa; Lebowakgomo; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to provide product advice to a defined market. You will handle routine inquiries, document client interactions, and support sales efforts by qualifying prospects and building relationships.

The role emphasizes compliance with standards and data accuracy within CRM systems. Responsibilities include visiting clients, following a multistep sales script, and contributing to business development while maintaining quality and

Qualifications

• NQF Level 4 or Grade 12 or equivalent is required.
• Experience with customer-facing roles and basic sales processes.
• Familiarity with data entry and CRM systems is advantageous.

Responsibilities

• Provide advice on a range of products to a defined market.
• Handle standard customer inquiries and offer first-line support.
• Perform solutions analysis and ensure compliance with standards.
• Manage visitors and assist with information requests.
• Maintain accurate customer records and follow up actions.
• Interview customers to clarify requirements using a sales script.
• Identify potential customers and develop relationships by calls.
• Follow mandated procedures to meet quality and regulatory codes.
• Support business development tasks and identify sales opportunities.

Skills

Consultative Selling

Customer Service

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Data Management

CRM Understanding

Education

NQF Level 4 - Grade 12

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.

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.
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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

31 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!