OMF Financial Consultant (Marble Hall)

Old Mutual Limited; Marble Hall; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual Limited in Marble Hall is seeking a Financial Consultant to provide advice on a defined range of products to a specific market. You will build customer relationships, handle inquiries, and contribute to service delivery through consultative selling.

You will also maintain CRM data accuracy, follow procedures, and identify sales opportunities while complying with regulatory codes. Closing date: 02 November 2026.

Qualifications

• NQF Level 4 or Grade 12 or equivalent required.
• National or Occupational Certificate or equivalent may be considered.

Responsibilities

• 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 information requests, referring complex matters to colleagues.
• Ensure CRM data is accurate and notes follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and be first contact for queries.
• Follow mandatory procedures to ensure quality standards and regulatory codes are met.
• Carry out routine business development tasks and assist others by following procedures.
• Identify potential customers by gathering referrals and recommendations.
• Input data into spreadsheets or standard formats.

Skills

Consultative Selling

Customer Service

Customer Focus

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4

Grade 12

Job description

OMF Financial Consultant (Marble Hall)Our website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### OMF Financial Consultant (Marble Hall)Apply: Marble Hall: Posted Today: JR-84884**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 ServiceCarry out standard customer service activities and handle simple customer inquiries.## Solutions AnalysisAssess compliance with established standards and protocols for routine inquiries.## Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.## Customer Relationship Management (CRM) DataEnsure 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 ClarificationInterview the customer, following a multilevel sales script, to clarify the customer's requirements.## Customer Relationship Development / ProspectingMake 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 ComplianceFollow 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 DevelopmentCarry out routine business development support tasks and assist others by following established procedures.## Sales Opportunities CreationIdentify potential customers by obtaining information, referrals, and recommendations from existing customers.## Data ExplorationSelect appropriate data from information provided by others and input that data into spreadsheets or standard formats.## Network of InfluenceDemonstrate 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.na**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.***