OMF Financial Consultant (OMF MP Promenade)

Old Mutual Limited; Cape Town; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in Cape Town is seeking a Financial Consultant to provide advice on a defined range of products to a specific market. You will be responsible for customer service, prospecting, and building relationships while adhering to compliance standards.

Key activities include handling inquiries, conducting needs analysis with a structured sales script, and maintaining accurate CRM records for follow-up actions and next steps.

Qualifications

• Interview customers using a multilevel sales script to clarify requirements.
• Identify potential customers by referrals and recommendations from existing customers.
• Ensure accurate customer details in CRM and record follow-up actions.

Responsibilities

• Carry out standard customer service activities and handle routine inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and refer complex matters to colleagues.
• Update CRM data and notes on follow-up actions.

Skills

Consultative Selling

Customer Service

Customer Understanding

Probing Questions

Qualifying Prospects

Oral Communications

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

## OMF Financial Consultant (OMF MP Promenade)Apply: Cape Town: Full time: Posted Today: JR-84220**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**NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent**Closing Date**06 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.***