OMF Financial Consultant (OMF Brakpan Mall@Carnival)

Old Mutual South Africa; Brakpan; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Brakpan is seeking a candidate for a customer service role. The successful applicant will carry out various customer service activities, manage inquiries, and develop relationships with potential customers. Strong communication and interpersonal skills are essential. The position requires a customer-focused approach and adherence to operational compliance. This role offers opportunities for development in a dynamic environment.

Responsibilities

• Carry out standard customer service activities.
• Assess compliance with established standards for inquiries.
• Receive visitors and assist with various requests.
• Ensure customer details in the system are accurate.
• Clarify customer requirements through interviews.
• Make calls to develop relationships with potential customers.
• Follow procedures to ensure compliance with quality standards.
• Assist in routine business development tasks.
• Identify potential customers through information gathering.
• Input data into spreadsheets or standard formats.

Skills

Customer Service

Networking

Communication

Customer Focus

Interpersonal Skills

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

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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.

Competencies

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

Closing Date

17 November 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.

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