OMF Financial Consultant (OMF Kokstad)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Kokstad; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) seeks a customer-focused advisor to deliver product guidance to a defined market. You will manage customer inquiries, maintain CRM data, and build relationships to open new sales opportunities.

Responsibilities include qualifying customer needs with scripted questions, handling routine service tasks, and ensuring compliance with standards and procedures while supporting business development efforts.

Qualifications

• Experience in customer-focused sales and advisory roles.
• Ability to review inquiries against standards and protocols.
• Data entry and CRM accuracy responsibilities.
• Ability to identify customer needs through questioning and scripting.

Responsibilities

• Provide advice on a range of products to an allocated market.
• Handle simple customer inquiries and routine service tasks.
• Receive visitors and direct to appropriate resources.
• Maintain accurate customer details in CRM and note follow-up actions.
• Clarify customer requirements using a multilevel sales script.
• Proactively develop relationships with potential customers by calls or meetings.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support business development and identify new sales opportunities.
• Input data from information provided into standard formats.
• Participate in a network of colleagues and external contacts.

Skills

Consultative Selling

Customer Service

CRM Data

Customer Needs

Sales Opportunities

Oral Communication

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.

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.

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.