OMF Financial Consultant (OMF Grahamstown)

oldmutual; Makhanda; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual in Makhanda seeks a customer-focused professional to support service and sales activities. You will handle routine inquiries, manage CRM data, and assist with identifying potential customers to grow relationships.

The role emphasizes clear communication, adherence to procedures, and collaboration with colleagues to meet service standards and business objectives.

Qualifications

• Higher Certificate or equivalent required.
• Experience in customer service or sales support is advantageous.
• Strong communication and active listening skills are essential.

Responsibilities

• Provide first point of contact for customer inquiries and resolve routine issues.
• Carry out standard customer service activities and handle simple inquiries.
• Support business development by identifying potential customers and opportunities.
• Ensure CRM data accuracy and record follow-up actions.
• Follow established procedures to maintain compliance with internal and external standards.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Probing Questions

Education

Higher Certificate

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

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

• 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

• Higher Certificate

Closing Date

17 September 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!