OMF Financial Consultant (Middelburg Mall)

oldmutual; Middelburg; On-site; ZAR 150,000 - 230,000; Full time

Job summary

Old Mutual South Africa in Middelburg invites applications for a frontline customer service and sales role. You will advise on a range of products to an allocated market, handle inquiries, and contribute to developing relationships with new and existing customers.

The role emphasises careful CRM data management, following a multilevel sales script, and ensuring compliance with standards. You will support business development and identify opportunities while delivering quality service.

Qualifications

• NQF Level 4 or Grade 12.
• Customer service or sales experience.
• Able to follow a multilevel sales script.

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 information requests, referring more complex matters to colleagues.
• CRM Data: Ensure basic customer details in the system are accurate and note follow-up actions.
• Customer Needs Clarification: Interview the customer using a multilevel sales script to clarify requirements.
• Customer Relationship Development / Prospecting: Make calls to allocated potential customers to develop relationships.
• Operational Compliance: Follow procedures to meet quality standards and regulatory codes.
• Business Development: Carry out routine business development tasks following established procedures.
• Sales Opportunities Creation: Identify potential customers and obtain referrals.
• Data Exploration: Input data into spreadsheets or standard formats.
• Network of Influence: Participate in a network of people, technologies, and ideas.

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

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

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

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

Closing Date

15 September 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!