OMF FINANCIAL CONSULTANT (Parow)

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

Job summary

Old Mutual Limited seeks a Financial Consultant in Parow (Cape Town) to provide trusted advice on a defined product range to a designated market. You will manage customer inquiries, develop relationships, qualify opportunities, and support business growth while ensuring compliance with internal and external standards.

Your role includes CRM data accuracy, data exploration, and proactive follow-up with clients.

Qualifications

• NQF Level 5 or higher qualification.
• Experience in customer service or sales environment preferred.
• Strong communication and interpersonal skills.

Responsibilities

• Provide customer service and handle inquiries.
• Assist with CRM data accuracy and follow-up actions.
• Interview customers to clarify requirements using a sales script.
• Make calls to allocated potential customers to develop relationships.
• Identify sales opportunities and referrals from existing customers.
• Ensure compliance with procedures and regulatory codes.
• Support business development and follow established procedures.
• Input data into spreadsheets or standard formats.

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

Education

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

Job description

## OMF FINANCIAL CONSULTANT (Parow)Apply: Cape Town: Full time: Posted Today: JR-83941**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**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.***