OMF Financial Consultant (Marble Hall)

Old Mutual Limited; Marble Hall; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a motivated sales and customer service representative in Marble Hall, Limpopo. You will advise on a range of products, handle routine inquiries, and develop client relationships through calls or personal visits.

The role requires understanding customer needs and maintaining accurate CRM records. You will identify sales opportunities, support basic business development tasks, and ensure compliance with mandatory procedures and codes of conduct.

Qualifications

• Formal education as stated; relevant sales/customer service competencies are required.

Responsibilities

• Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Ensure customer details in the CRM are accurate and note follow-up actions.
• Interview customers to clarify requirements and develop relationships through calls or in-person visits.
• Identify potential customers and provide first point of contact for queries and complaints.
• Follow mandatory procedures to meet quality standards and regulatory codes.

Skills

Consultative Selling

Customer Service

Relationship Building

Prospecting

Sales Data Management

Oral Communications

Education

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

Tools

CRM Software

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

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! _