OMF Financial Consultant (Katlehong)

Old Mutual Finance (Pty) Ltd; Gauteng; Presencial; ZAR 180.000 - 240.000; Jornada completa

Descripción de la vacante

Old Mutual Finance (Pty) Ltd in Gauteng seeks a service- and solution-driven advisor to provide product guidance to a defined market, and to achieve results through personal effort.

You will handle inquiries, maintain CRM data, develop relationships with customers, and support business development while following compliance standards. This role requires strong communication and a customer-centric mindset. Join a leading financial services group that values client needs and professional growth.

Formación

• NQF Level 4 - Grade 12 or equivalent is required.
• Experience in customer service and sales support.
• Familiarity with data entry and CRM processes.

Responsabilidades

• 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 to colleagues.
• Ensure CRM data accuracy and record follow-up actions from sales calls.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Provide first point of contact for resolving customer queries and complaints.
• Follow procedures to ensure quality standards and regulatory compliance.
• Support routine business development tasks and follow established procedures.
• Identify potential customers through referrals and recommendations.
• Input data from information provided into spreadsheets or standard formats.
• Demonstrate networking by engaging with a broad ecosystem of stakeholders.

Conocimientos

Consultative Selling

Customer Service

Customer Focused

Customer Understanding

Oral Communications

Probing Questions

Educación

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

Descripción del empleo

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.

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)

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.

Closing Date

26 October 2026 , 23:59

The Old Mutual Story!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.