OMF Financial Consultant (Katlehong)

oldmutual; Gauteng; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused advisor to offer product guidance to a defined market. You will handle routine inquiries, keep CRM data accurate, and develop customer relationships through calls and meetings.

Responsibilities include following compliance standards, supporting business development, and identifying new sales opportunities while maintaining high service levels and data quality.

Qualifications

• NQF Level 4 - Grade 12 is required.
• Experience with customer service and sales support is expected.
• Basic data entry and CRM handling skills preferred.

Responsibilities

• Provide advice on a specific range of products to an allocated market.
• Carry out standard customer service activities and handle inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and assist with information requests.
• Maintain accurate CRM data and note follow-up actions.
• Interview customers to clarify requirements using a sales script.
• Make calls to develop relationships and be first contact for queries.
• Follow mandatory procedures to meet quality and regulatory codes.
• Support routine business development tasks and follow established procedures.
• Identify potential customers and create sales opportunities.
• Input data into spreadsheets or standard formats.
• Participate in networking to leverage internal and external ideas.

Skills

Consultative Selling

Customer Service

Customer Understanding

Oral Communications

Identifying Customer Needs

Qualifying Prospects

Sales Data Management

Sales Opportunities

Customer Feedback Management

Probing Questions

Sales Software

Network Building

CRM Data Management

Stakeholder Balancing

Relationship Development

Education

NQF Level 4 - Grade 12

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

26 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!