OMF FINANCIAL CONSULTANT (OMF SANCADIA)

Old Mutual; Pretoria; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services company is seeking a customer service representative in Pretoria to handle customer inquiries, maintain CRM accuracy, and develop relationships with potential clients. The ideal candidate will demonstrate effective communication skills and a focus on customer needs. Join us in crafting Africa's story together.

Qualifications

• Ability to handle customer inquiries effectively.
• Proficient in CRM data accuracy and follow-up actions.
• Competent in identifying customer needs through interviews.

Responsibilities

• Carry out standard customer service activities.
• Assess compliance with standards for routine inquiries.
• Develop relationships with potential customers through calls.

Skills

Customer service activities

CRM data management

Networking

Communication

Business development

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

• 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.

Competencies

• Balances
• Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Closing Date: 12 November 2025, 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!