OMF Financial Consultant (Bellville)

Old Mutual Limited; Cape Town; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Old Mutual Limited in Bellville is seeking a Financial Consultant to provide advisory support to a defined market. You will manage customer inquiries, clarify needs, and develop relationships through proactive outreach and CRM data upkeep.

You will follow compliance standards, assist with business development tasks, and identify new sales opportunities. Strong communication and consultative selling skills are essential for success.

Qualifications

• Consultative selling and customer-focused approach.
• Ability to evaluate information and identify customer needs.
• Experience in prospecting and converting opportunities into sales.
• Strong communication skills and ability to ask probing questions.
• Familiarity with CRM systems and sales data management tools.

Responsibilities

• Carry out standard customer service activities and handle inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and assist with information requests.
• Ensure CRM data is accurate and notes follow-up actions.
• Interview customers to clarify requirements using sales scripts.
• Make calls to develop relationships and provide first contact for queries.
• Follow mandatory procedures to meet quality and regulatory codes.
• Support routine business development tasks and procedures.
• Identify potential customers from referrals and existing client data.

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

Education

NQF Level 5 - Higher/Adv/Occupational Certificate or equivalent

Job description

OMF Financial Consultant (Bellville)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 (Bellville)Apply: Cape Town: Full time: Posted Today: JR-85049**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 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.***