OMF Financial Consultant (OMF Kokstad)

Old Mutual South Africa; Kokstad; On-site; ZAR 89,000 - 167,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused representative to provide guidance on a range of financial products to a defined market. You will handle routine inquiries, log detailed follow-ups, and contribute to building customer relationships through proactive outreach.

The role emphasizes adherence to compliance, data integrity in CRM systems, and applying a structured sales approach to identify opportunities. Local applicants in KwaZulu-Natal are encouraged to apply.

Qualifications

• Experience in frontline customer service and sales support.
• Ability to follow multi-step sales scripts and document interactions clearly.
• Strong attention to data accuracy and follow-up actions.

Responsibilities

• Provide customer service and handle routine inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and direct them or escalate as needed.
• Maintain accurate CRM data and log follow-up notes.
• Clarify customer needs using a multi-level sales script.
• Develop relationships with prospective customers through calls or in person interactions.

Skills

Consultative Selling

Customer Service

Customer Understanding

Identifying Customer Needs

Sales Opportunities

Probing Questions

CRM Data Management

Data Entry / Excel

Education

High School (Grade 12)

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.

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

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

High School (Grade 12)

Closing Date

28 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!