OMF Financial Consultant (Apel Bopedi Shopping Centre)

Old Mutual Limited; Lebowakgomo; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual Limited in Lebowakgomo is seeking a Financial Consultant to advise clients at Apel Bopedi Shopping Centre. You will build relationships, assess customer needs, and present suitable financial solutions while following a multi-step sales script.

This role emphasizes customer service, CRM data accuracy, and compliant sales practices. A Grade 12/NQF4 is required, with consultative selling skills and the ability to work with a diverse allocated market.

Qualifications

• Provides customer service and handles inquiries in a retail financial context.
• Identifies customer needs and opportunities to offer appropriate products.
• Maintains CRM data and tracks follow-up actions from sales conversations.
• Works within compliance standards and established sales protocols.

Responsibilities

• Provide advice on a specific range of products to a defined market segment.
• Carry out standard customer service activities and handle inquiries.
• Refer more complex matters to colleagues as needed.
• Develop customer relationships through proactive outreach and follow-up.

Skills

Consultative Selling

Customer Service

CRM Data Management

Qualifying Prospects

Identifying Customer Needs

Sales Opportunities

Oral Communications

Probing Questions

Networking

Strategic Selling

Customer Relationship

Education

NQF Level 4 - Grade 12

National or Occupational Certificate or equivalent

Job description

OMF Financial Consultant (Apel Bopedi Shopping Centre)Our website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### OMF Financial Consultant (Apel Bopedi Shopping Centre)Apply: Lebowakgomo: Posted Today: JR-84782**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**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!***### About UsOld 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.