OMF Financial Consultant (OMF Kokstad)

Old Mutual Limited; Kokstad; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in Kokstad is seeking a Financial Consultant to provide customer-focused advice and handle inquiries. You will manage CRM data, identify sales opportunities, and build relationships with allocated customers, offering first-contact support for queries.

The role involves prospecting, data exploration, and following scripted processes to clarify customer needs and ensure compliance with internal policies.

Qualifications

• High school education is required.
• Experience in customer service or sales is advantageous.
• Ability to use basic CRM tools and data entry.

Responsibilities

• Provide customer service and handle inquiries.
• Carry out customer relationship management and follow-ups.
• Develop new customer relationships and identify sales opportunities.
• Assist with data entry and maintenance in spreadsheets.
• Interview customers to clarify needs and manage expectations.
• Support compliance with procedures and codes of conduct.
• Contribute to business development tasks and routine processes.
• Identify potential customers through referrals and calls.

Skills

Consultative Selling

Customer Service

CRM Data

Prospecting

Oral Communications

Qualifying Prospects

Sales Data Management

Sales Opportunities

Evaluating Information

Customer Understanding

Education

High School (Grade 12)

Job description

OMF Financial Consultant (OMF Kokstad)Our website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### OMF Financial Consultant (OMF Kokstad)Apply: Kokstad: Posted Yesterday: JR-84704**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 ServiceCarry out standard customer service activities and handle simple customer inquiries.## Solutions AnalysisAssess compliance with established standards and protocols for routine inquiries.## Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.## Customer Relationship Management (CRM) DataEnsure 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 ClarificationInterview the customer, following a multilevel sales script, to clarify the customer's requirements.## Customer Relationship Development / ProspectingMake 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 ComplianceFollow 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 DevelopmentCarry out routine business development support tasks and assist others by following established procedures.## Sales Opportunities CreationIdentify potential customers by obtaining information, referrals, and recommendations from existing customers.## Data ExplorationSelect appropriate data from information provided by others and input that data into spreadsheets or standard formats.## Network of InfluenceDemonstrate 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.na**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.***