OMF Financial Consultant (OMB Welkom Goldfields mall)

Old Mutual Limited; Welkom; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited in Welkom is seeking a results-driven sales and service professional to advise customers on a range of financial products. You will interview clients, clarify needs, and connect them with suitable solutions, while maintaining accurate CRM records.

You will handle routine inquiries, receive visitors, support business development, and ensure compliance with internal and external codes. A National Certification is required, and a customer-centric, professional approach is

Qualifications

• National Certification (Nat Cert) is required.

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, referring more complex matters to colleagues.
• Ensure that basic customer details held in the CRM are accurate and make notes of follow-up actions.
• Interview the customer to clarify requirements using a multilevel sales script.
• Make calls to allocate potential customers to develop relationships and resolve queries.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Carry out routine business development support tasks and assist others by following established procedures.
• Identify potential customers by obtaining referrals and recommendations from existing customers.
• Select data from information provided by others and input into standard formats.
• Demonstrate understanding of networking value by engaging with a network of people, technologies, and ideas.

Education

National Certification (Nat Cert)

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.

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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

National Certification (Nat Cert) (Required)

Closing Date

25 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! _