OMF Financial Consultant (Kathu)

Old Mutual Limited; Kathu; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual Limited is seeking a results-driven professional in South Africa to provide guidance on a defined range of products to a targeted market. The role emphasizes customer service, data accuracy in CRM, and developing lasting client relationships.

You will interview customers to clarify needs, generate sales opportunities, and support business development while ensuring compliance with standards and procedures. A strong communication and networking aptitude is essential for success.

Qualifications

• Experience in customer-facing sales and service roles preferred.
• Familiarity with sales scripts and CRM data entry.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with information requests; refer complex matters to colleagues.
• Ensure customer details in the CRM are accurate and follow up on promised actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls or visits to potential customers to develop relationships and resolve queries.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Support routine business development tasks and follow established procedures.
• Identify potential customers by referrals and recommendations from existing customers.
• Select data from information provided and input into standard formats in spreadsheets.
• Demonstrate understanding of networking value within 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

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.

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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 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

02 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. _

_ The Old Mutual Story! _