OMF Financial Consultant (Klerksdorp Pipline)

Old Mutual Finance (Pty) Ltd; Klerksdorp; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual is seeking a Customer Advisor to provide product advice to a defined market, handling inquiries and building customer relationships within a compliant framework.

Responsibilities include CRM data maintenance, needs clarification, prospecting, and supporting business development. The role emphasizes consultative selling and data-driven customer insights in a dynamic retail financial services environment.

Qualifications

• Matriculation Certificate (Matric).
• Experience in customer service or sales roles.
• Strong communication and relationship-building abilities.

Responsibilities

• Provide advice on a range of products to a specific market.
• Handle customer inquiries and deliver standard customer service.
• Maintain accurate CRM data and follow up on actions.
• Interview customers to clarify needs using a multilevel sales script.
• Develop relationships with potential customers via calls or in person.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support business development tasks per established procedures.
• Identify potential customers from referrals and information.
• Input data into spreadsheets and standard formats.
• Engage in networking to build internal and external connections.

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

Matriculation Certificate (Matric)

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.

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

Matriculation Certificate (Matric)

Closing Date

Closing Date 15 December 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! 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.