OMF Financial Consultant ( Atlantis)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual is seeking a Customer Advisor to provide advice on a defined range of products and manage customer inquiries in a sales-focused role. You will handle CRM data, log follow-ups, and build relationships with potential customers for ongoing sales opportunities.

The role emphasizes adhering to compliance standards and delivering quality service within a trusted financial services environment in Cape Town.

Qualifications

• Matriculation certificate required.
• Experience in customer service and product advisory is preferred.
• Ability to interview and clarify customer needs with a sales approach.

Responsibilities

• Provide advice on a range of products to a defined market segment.
• Carry out standard customer service activities and handle inquiries.
• Manage CRM data and record follow-ups and actions from each call.
• Identify potential customers and develop relationships to create sales opportunities.
• Follow compliance procedures to meet quality standards and codes of conduct.

Skills

Consultative selling

Customer service

Identifying customer needs

Sales opportunities

Oral communications

CRM data handling

Education

Matric (Matriculation)

Tools

Sales software

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 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.

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

Matriculation Certificate (Matric)

Closing Date

16 November 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!