OMF Financial Consultant ( Polokwane Devenish)

Old Mutual South Africa; Polokwane; On-site; ZAR 134,000 - 201,000; Full time

Job summary

Old Mutual South Africa seeks a client-facing professional to provide product advice to a defined market and to achieve results through personal effort. The role emphasizes customer service, data integrity in CRM, and proactive relationship development.

Responsibilities include answering inquiries, qualifying prospects, and supporting routine business development while ensuring compliance with internal and external standards. Education requires at least a Grade 12/NQF4 level.

Qualifications

• Experience in consultative selling and customer service.
• Ability to handle inquiries and reference standard protocols.
• Experience with customer relationship data and CRM systems.

Responsibilities

• Provide product advice to a defined market and achieve results.
• Handle routine customer inquiries with a focus on service quality.
• Receive visitors and direct them to the appropriate information.
• Maintain accurate customer details and note follow-up actions.
• Clarify customer requirements through a scripted interview process.
• Make calls to potential customers to develop relationships and resolve queries.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support routine business development tasks and follow established procedures.
• Identify potential customers and generate sales opportunities.

Skills

Consultative Selling

Customer Service

CRM Data Management

Probing Questions

Qualifying Prospects

Oral Communications

Sales Opportunities

Data Entry

Networking

Customer Understanding

Evaluating Information

Sales Software

Strategic Selling

Customer Feedback

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Closing Date

14 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!