OMF Financial Consultant (Greytown)

oldmutual; Greytown; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused sales advisor to provide product advice to a defined market and to drive results through independent effort.

Responsibilities include handling inquiries, managing CRM data, clarifying customer needs, and developing relationships with prospective clients while complying with mandatory procedures and codes of conduct.

Qualifications

• Experience in consultative selling and building customer relationships.
• Ability to interview customers to clarify requirements using a sales script.
• Proficiency with CRM data, follow-up actions, and note-taking.
• Knowledge of compliance and regulatory standards for routine inquiries.

Responsibilities

• Provide advice on a range of products to a defined market and achieve results.
• Carry out standard customer service activities and handle inquiries.
• Receive visitors and assist with information requests, escalating complex matters.
• Manage CRM data, ensuring accuracy and timely notes of follow-up actions.
• Clarify customer needs and develop relationships with prospective customers.
• Identify sales opportunities through referrals and existing customers.
• Follow mandatory procedures to meet quality and regulatory codes.
• Support business development and routine sales tasks following procedures.
• Input data from information provided into spreadsheets or standard formats.
• Leverage a network of internal and external contacts to support work.

Skills

Consultative Selling

Customer Feedback

Customer Service

Customer Understanding

Qualifying Prospects

Identifying Sales Opportunities

Oral Communications

Probing Questions

Sales Data Management

Strategic Selling

Strengthening Relationships

Education

NQF Level 5 - Higher/Advance/Occupational Certificate

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

21 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!