OMF Financial Consultant (Nelspruit)

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

Job summary

A leading financial services company seeks an experienced professional in Mpumalanga to provide exceptional customer service and identify new business opportunities. Candidates must have a Matriculation Certificate and strong communication skills. This role involves relationship management, operational compliance, and business development. Join a dynamic team and contribute to our customer-centric approach.

Responsibilities

• Provide quality service to customers while identifying new business opportunities.
• Analyze specific problems to find appropriate solutions.
• Schedule follow-up actions in the CRM system after customer contact.
• Develop and implement a customer relationship management plan.
• Monitor sales and market data to identify business development opportunities.

Skills

Ability to Sell

Communication

Customer Centric Selling

Interpersonal Relationship Management

Numeracy

Education

Matriculation Certificate (Matric)

Job description

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

• Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.

Solutions Analysis

• Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.

Receiving Visitors

• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Customer Relationship Management (CRM) Data

• Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.

Customer Needs Clarification

• Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.

Customer Relationship Development / Prospecting

• Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.

Operational Compliance

• Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Business Development

• Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.

Sales Opportunities Creation

• Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.

Data Exploration

• Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.

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

• Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

• Matriculation Certificate (Matric) (Required)

Closing Date

• 14 September 2025

Job Location:

Mpumalanga, Nelspruit

Deadline:

September 30, 2025