OMF Financial Consultant ( Kokstad Main)

Old Mutual; Kokstad; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services company is looking for a dedicated advisor in Kokstad, South Africa. The role involves providing exceptional customer service by advising clients on specific products and understanding their needs. Candidates must have a Matriculation Certificate and demonstrate consultative selling skills. Responsibilities include customer inquiries handling, maintaining CRM data, and developing customer relationships. The closing date for applications is 30 December 2025.

Qualifications

• Must have ability to analyze customer needs and provide tailored solutions.
• Experience in customer relationship management is essential.
• Strong communication skills are required.

Responsibilities

• Provide standard customer service support and handle inquiries.
• Conduct interviews to determine customer needs through a structured approach.
• Ensure customer data in CRM is accurate and organized.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Sales Data Management

Strategic Selling

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 multi‑level 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

30 December 2025, 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!