OMF Financial Consultant (Mokopane)

Old Mutual; Mokopane; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Limpopo, Mokopane, is seeking a skilled individual to offer customer service and advice on financial products. This full-time position requires strong consultative selling skills, customer relationship management, and operational compliance. The candidate must hold a Matriculation Certificate and possess a deep understanding of customer needs. Responsibilities include developing relationships with potential customers, ensuring accurate CRM data, and supporting business development efforts.

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 various requests for information.
• Ensure accuracy of basic customer details in the CRM system.
• Interview customers to clarify their requirements.
• Develop relationships with potential customers.
• Follow mandatory procedures for operational compliance.
• Carry out business development support tasks.
• Identify potential customers through referrals.
• Input selected data into spreadsheets or standard formats.
• 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

Matriculation Certificate (Matric)

Tools

Hyperion

Oracle EBS

Peoplesoft

Oracle

Workday

Job description

Lets Write Africas 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 customers 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 September 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!

Required Experience

Contract

Key Skills

• Sales Experience
• Direct Sales
• Hyperion
• Financial Services
• Financial Concepts
• Banking
• Oracle EBS
• Securities Law
• Peoplesoft
• Oracle
• Financial Management
• Workday

Employment Type

Full Time

Experience

years

Vacancy

1