OMF Financial Consultant (Gugulethu)

Old Mutual; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

A leading financial services company in Cape Town is seeking a Customer Service Advisor to provide advice on products and assist customers with inquiries. The ideal candidate will have at least 1 year of sales or service experience, preferably in the Retail or Financial industries. A Matriculation Certificate is required. This role involves building relationships with customers and ensuring compliance with quality standards.

Qualifications

• 1 year sales or service experience, preferably in Retail, Banking & Financial Industries.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Interview the customer to clarify requirements.
• Make calls to potential customers to develop relationships.
• Ensure compliance with established standards.

Skills

Consultative Selling

Customer Complaint Management

Customer Feedback Management

Customer Focused

Customer Relationship Management (CRM) Software

Customer Service

Customer Understanding

Digital Consumer Engagement

Identifying Sales Opportunities

Sales Data Management

Upselling

Education

Matriculation Certificate

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

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

• 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.

Minimum Requirements

• 1 year sales or service experience (preferably in the Retail, Banking & Financial Industries)

Skills

• Consultative Selling
• Customer Complaint Management
• Customer Feedback Management
• Customer-Focused
• Customer Relationship Management (CRM) Software
• Customer Service
• Customer Service Operations
• Customer Understanding
• Data Management
• Digital Consumer Engagement
• Identifying Sales Opportunities
• Probing Questions
• Sales Data Management
• Strengthening Customer Relationships
• Upselling

Competencies

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

Education

Matriculation Certificate (Matric) (Required)

Closing Date

08 October 2025 , 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!