OMF Financial Consultant (Mookgophong)

Old Mutual South Africa; Mokopane; On-site; ZAR 100,000 - 156,000; Full time

Job summary

Old Mutual South Africa is seeking a candidate to provide product advice to a defined market, while meeting set targets. The role emphasizes strong customer service, data integrity in CRM, and building relationships with potential customers.

The successful applicant will interview customers using a sales script, identify needs, and contribute to business development, while following compliance procedures and standard processes.

Qualifications

• Ability to follow a multilevel sales script to clarify customer requirements.
• Experience with standard customer service activities and inquiries.
• Willingness to develop relationships with allocated potential customers.

Responsibilities

• Provide advice on a range of products to an allocated market and achieve results.
• Perform customer service activities and handle simple inquiries.
• Receive visitors and assist with information requests, referencing colleagues for complex matters.
• Maintain CRM data accuracy and log follow-up actions from sales calls.
• Identify potential customers and create sales opportunities.
• Input data into spreadsheets or standard formats for analysis.
• Follow procedures to ensure quality standards and regulatory compliance.
• Support business development tasks and follow established procedures.

Skills

Consultative Selling

Customer Service

Customer Understanding

Identifying Customer Needs

Qualifying Prospects

Sales Data Management

Oral Communications

Probing Questions

Sales Opportunities

Relationship Development

Education

NQF Level 4

Grade 12

Tools

Sales 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.

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

18 October 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!