OMF Financial Consultant( Bloemfontein Heidedal)

Old Mutual; Bloemfontein; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company in Bloemfontein is seeking a Financial Consultant to provide tailored advice and enhance customer relationships. The ideal candidate will engage potential customers, ensure operational compliance, and maintain accurate data. Key skills include effective communication, accountability, and relationship building, with a focus on customer needs. This role offers a career opportunity in a dynamic environment.

Responsibilities

• Carry out standard customer service activities.
• Assess compliance with established standards.
• Receive visitors and assist with requests.
• Ensure accuracy of customer details in the system.
• Interview customers to clarify requirements.
• Make calls to develop customer relationships.
• Follow mandatory procedures for quality standards.
• Support routine business development tasks.
• Identify potential customers for sales opportunities.
• Select and input data into spreadsheets.
• Participate in a network of technologies and ideas.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Job description

Job title : OMF Financial Consultant( Bloemfontein Heidedal)

Job Location : Free State, Bloemfontein

Deadline : January 30, 2026

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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

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Closing Date

• 17 November 2025