OMF Financial Consultant (Durban Gardiner)

Old Mutual South Africa; Durban; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa in Durban seeks a Sales and Customer Service professional to support CRM data accuracy, develop client relationships, and handle routine inquiries. You will follow a multilevel sales script to clarify customer needs and identify opportunities, while contributing to business development and data management.

You will engage in consultative selling, maintain customer focus, and adhere to regulatory and company standards in a fast-paced environment.

Qualifications

• High School (Grade 12) education required.
• Interview customers following a multilevel sales script to clarify requirements.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Make calls to allocated potential customers to develop relationships and provide a first point of contact for queries.
• Follow mandatory procedures to ensure quality standards and regulatory compliance.
• Carry out routine business development support tasks.
• Identify potential customers by obtaining information, referrals, and recommendations.
• Select data from information and input into spreadsheets or standard formats.
• Demonstrate understanding of networking within a network of people, technologies, and ideas.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Oral Communications

Identifying Customer Needs

Identifying Sales Opportunities

CRM Software

Education

High School (Grade 12)

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.

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.

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

High School (Grade 12)

Closing Date

08 October 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!