OMF Financial Consultant (OMF Mutualpark)

Old Mutual South Africa; Cape Town; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual South Africa is seeking a sales-oriented professional to provide product advice to a defined market and to perform standard customer service activities. You will handle inquiries, maintain CRM data accuracy, and follow established procedures to ensure quality and compliance.

The role includes developing relationships with potential customers and supporting routine business development tasks. The position emphasizes customer focus, consultative selling, and effective communication,

Qualifications

• NQF Level 5 or higher qualification required.
• Solid understanding of customer needs and market dynamics is essential.
• Ability to follow established procedures and contribute to sales outcomes.

Responsibilities

• Provide advice on a specific range of products to a defined market.
• Carry out standard customer service activities and handle simple inquiries.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Ensure customer details in the CRM are accurate and note follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and serve as a first point of contact for queries.
• Follow mandatory procedures to meet quality standards and regulatory codes of conduct.
• Support routine business development tasks and assist others by following procedures.
• Identify potential customers by gathering information from existing clients and referrals.
• Select data from information provided and input into spreadsheets or standard formats.
• Demonstrate networking by engaging with a broad network of people and ideas.

Skills

Consultative Selling

Customer Service

Customer Understanding

Qualifying Prospects

Sales Data Management

Probing Questions

Identifying Sales Opportunities

Oral Communications

Customer Focus

Sales Opportunities Creation

Strategic Selling

Strengthening Customer Relationships

Education

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

Tools

Sales Software

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.


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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

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

Closing Date

12 November 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!