OMF Financial Consultant (Bellville)

Old Mutual Finance (Pty) Ltd; Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Finance is seeking a transactional sales advisor to provide product advice to a targeted market. You will be accountable for achieving results through independent efforts and handle routine customer inquiries.

Key responsibilities include customer service, data accuracy in CRM, and developing relationships with potential clients while identifying sales opportunities and ensuring compliance with standards.

Qualifications

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

Responsibilities

• Provide a first point of contact for resolving customer queries and complaints.
• Carry out standard customer service activities and handle simple customer inquiries.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Interview customers to clarify requirements following a multilevel sales script.
• Develop relationships with allocated potential customers to drive business.

Skills

Consultative Selling

Customer Feedback

Customer Understanding

Oral Communications

Sales Opportunities

Sales Data Management

Probing Questions

Qualifying Prospects

Education

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

Tools

CRM 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 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
• 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 Old Mutual Story!

Old 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.