OMF Financial Consultant (Bellville)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Cape Town; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) seeks a client-focused adviser to provide product guidance within a defined market segment. You will handle routine inquiries, maintain accurate CRM data, and follow standard procedures to ensure service quality.

The role includes prospecting and building relationships through calls and visits to allocated customers. You will interview customers using a multilevel sales script, clarify requirements, and identify sales opportunities while adhering

Qualifications

• NQF Level 5 or equivalent qualification.
• Experience in consultative selling and customer service.
• Ability to interview customers using a sales script.
• Strong communications and relationship-building skills.

Responsibilities

• Provide product advice to a specific market and achieve results through own efforts.
• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters.
• Maintain accurate CRM data and note follow-up actions from sales calls.
• Clarify customer requirements using a multilevel sales script.
• Develop relationships by calling allocated potential customers and handling queries.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support business development tasks and identify sales opportunities.
• Input data into spreadsheets or standard formats.
• Engage with a network of colleagues, technologies, and ideas.

Skills

Consultative Selling

Customer Feedback

Customer Focus

Customer Service

Identifying Needs

Probing Questions

Qualifying Prospects

Oral Communications

Sales Opportunities

Sales Data Management

Sales Software

Strategic Selling

Strengthening Relationships

Education

NQF Level 5

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 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

• 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
• Client Focus

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

15 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!