OMF Financial Consultant (Jane Furse)

Old Mutual South Africa; Limpopo; On-site; ZAR 150,000 - 210,000; Full time

Job summary

Old Mutual South Africa seeks a customer-focused sales advisor to deliver informed product recommendations and exceptional service for a defined market. You will identify needs, present suitable solutions, and maintain accurate CRM records as you build lasting relationships with clients.

The role requires strong communication, basic product knowledge, and the ability to develop new business while adhering to procedures and regulatory standards within the South African market.

Qualifications

• Proven ability in consultative selling and customer engagement.
• Experience handling customer inquiries and following standard procedures.
• Familiarity with CRM data entry and follow-up actions.

Responsibilities

• Provide advice on a range of products to a defined market.
• Carry out standard customer service activities and handle inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, refer complex matters to colleagues.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and serve as first contact for queries.
• Follow mandatory procedures to ensure quality standards and regulatory compliance.
• Carry out routine business development tasks and assist others by following procedures.
• Identify potential customers by obtaining referrals and recommendations.
• Input data into spreadsheets or standard formats from information provided.

Skills

Consultative Selling

Customer Feedback

Customer Focus

Customer Service

Sales Opportunities

Probing Questions

Qualifying Prospects

Sales Data

Sales Software

Strategic Selling

Networking

Education

NQF Level 4

Grade 12

National Certificate or equivalent

Tools

CRM Software

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.
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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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Closing Date

16 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!