OMF Financial Consultant (Greytown)

Old Mutual Finance (Pty) Ltd; Greytown; On-site; ZAR 120,000 - 160,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd is recruiting for a customer-focused role that provides advice on a defined range of products to a designated market. You will handle routine inquiries, update CRM data, and follow a sales script to clarify customer needs while building relationships and identifying opportunities through proactive outreach.

The role emphasizes compliance with standard procedures and data accuracy, with a focus on developing relationships and contributing to business development

Qualifications

• NQF Level 5 or higher, advance or occupational certificate or equivalent.
• Experience in customer service and/stakeholder engagement is beneficial.
• Strong ability to identify customer needs and opportunities to upsell.

Responsibilities

• Provide advice on a specific range of products to a specific allocated market.
• Carry out standard customer service activities and handle inquiries.
• Verify and update basic customer details in CRM with follow-up actions.
• Clarify customer requirements using a structured sales approach.
• Make calls or meet allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support routine business development tasks and adhere to procedures.
• Identify potential customers by referrals and recommendations.
• Input relevant data into standard formats for analysis.
• Demonstrate value of networking within internal and external stakeholder groups.

Skills

Consultative Selling

Customer Service

Customer Understanding

Identifying Customer Needs

Qualifying Prospects

Sales Data Management

Sales Opportunities Creation

Oral Communications

Probing Questions

CRM Data Management

Networking

Customer Feedback Management

Identifying Sales Opportunities

Education

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

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.

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

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!

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.