OMF Financial Consultant (Grahamstown)

Old Mutual; Makhanda; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services provider is looking for candidates in Makhanda, Eastern Cape, who will provide advice on various products while ensuring excellent customer service. Responsibilities include handling customer inquiries, maintaining accurate records, and engaging with potential clients. A National Certification is required. The company values networking and relationship-building. Apply by 11 January 2026.

Responsibilities

• Provide advice on a range of products to allocated markets.
• Handle customer inquiries and ensure compliance with standards.
• Assist visitors and manage requests for information.
• Maintain accurate customer details in the system.
• Make contact with potential customers and address their queries.
• Follow procedures to ensure quality and compliance.
• Identify potential customers through referrals and recommendations.
• Participate in networking to build relationships.

Skills

Ability to Sell

Communication

Customer Centric Selling

Interpersonal Relationship Management

Numeracy

Sales

Education

National Certification (Nat Cert)

Job description

Overview

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

na 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

Responsibilities

• Provide advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• 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.
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• 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.
• 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.
• Carry out routine business development support tasks and assist others by following established procedures.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• 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

Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales

Competencies

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

Education

National Certification (Nat Cert) (Required)

Closing Date

11 January 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.

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