OMF Financial Consultant (Motherwell)

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

Job summary

A leading African financial services organization is seeking a Financial Consultant in Gqeberha. In this role, you will provide product advice, handle customer inquiries, and develop relationships with clients. The ideal candidate should have strong consultative selling skills and Grade 12 education. The position emphasizes customer service and relationship management, contributing to business development in an inclusive environment. Applications close on 05 August 2025.

Qualifications

• Strong consultative selling skills are required.
• A minimum of Grade 12 or equivalent schooling is mandatory.

Responsibilities

• Provide advice and achieve results individually.
• Carry out standard customer service activities.
• Assist in developing customer relationships.

Skills

Consultative Selling

Customer Service

Sales Opportunities

Customer Understanding

Oral Communications

Education

NQF Level 4 - Grade 12

Job description

OMF Financial Consultant (Motherwell)

Apply locations: Port Elizabeth | Full time | Posted Yesterday | Job requisition id: JR-69515

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 designated market and is 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 requests for information, referring complex matters to colleagues.
• Customer Relationship Management (CRM) Data: Ensure customer details are accurate and document follow-up actions and notes during sales calls.
• Customer Needs Clarification: Interview customers to clarify their requirements using a multilevel sales script.
• Customer Relationship Development / Prospecting: Contact potential customers to develop relationships and resolve queries and complaints.
• Operational Compliance: Follow mandatory procedures to meet quality standards and adhere to regulatory and internal codes.
• Business Development: Support routine business development tasks following established procedures.
• Sales Opportunities Creation: Identify potential customers through referrals and recommendations.
• Data Exploration: Select and input data into spreadsheets or standard formats.
• Network of Influence: Participate in and contribute to networks 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

Closing Date

05 August 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!

About Us

Old Mutual is a leading African financial services organization offering a broad spectrum of financial solutions across 14 countries. Our lines of business include Life and Savings, Property and Casualty, Asset Management, and Banking and Lending. We are committed to Championing Mutually Positive Futures Every Day, believing that a great customer experience starts with a great employee experience.