OMF Financial Consultant (Harrismith)

EdUpStairs; Maluti-a-Phofung Local Municipality; Remote; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual is seeking a customer-oriented professional to deliver product advice and frontline service within a defined market. You will handle routine inquiries, capture accurate customer data in CRM, and refer complex cases to colleagues.

Strong communication and the ability to uncover customer needs are essential to success. You will engage with visitors, develop relationships, and support business development by identifying opportunities from existing customers.

Qualifications

• Experience in consultative selling and building customer relationships.
• Ability to handle customer inquiries and provide product guidance.
• Proven skills in identifying customer needs and opportunities.
• Strong oral communication and information evaluation abilities.
• Familiarity with CRM and sales data handling.

Responsibilities

• Provide advice on a specific range of products to a defined market and achieve results.
• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters.
• Maintain accurate customer details in the CRM and log follow-up actions.
• Interview customers to clarify requirements using a multilevel script.
• Identify potential customers and develop relationships as first point of contact.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

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

Education

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

Tools

Sales Software

Job description

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Let's Write Africa's Story Together!

Job Description

Browse Careers Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

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 StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

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

Closing Date

18 November 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.

Overstrand Local Municipality, Western Cape, South Africa