OMF FINANCIAL CONSULTANT (Parow)

oldmutual; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual in Cape Town seeks a customer-focused professional to advise a defined market on a range of products and own outcomes through proactive service.

You will handle inquiries, clarify needs, propose solutions, and record interactions in the CRM, supporting sales with compliant, data-driven practices.

This full-time role requires strong communication, integrity, and resilience, with opportunities for development within a diverse, equity-minded organisation.

Qualifications

• Experience in consultative selling and CRM usage.
• Ability to clarify customer needs via scripts.
• Familiarity with data entry and basic data exploration.

Responsibilities

• Provide advice on a specific range of products to a defined market and be accountable for results.
• Carry out standard customer service activities and handle simple inquiries.
• Receive visitors and assist with information requests, escalating complex matters.

Skills

Consultative Selling

Customer Service

Customer Understanding

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Customer Feedback Management

Education

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

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

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

Closing Date

27 September 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!