OMF Financial Consultant (Polokwane Landdros Mare)

Old Mutual Finance (Pty) Ltd; Polokwane; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual is seeking a role focused on advising on a specific range of products to a designated market. The position emphasizes delivering excellent customer service, understanding customer needs, and developing relationships to create sales opportunities.

Responsibilities include CRM data handling, solution analysis, visiting clients, and ensuring compliance while contributing to business development and revenue growth.

Qualifications

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

Responsibilities

• Customer Service
• Solutions Analysis
• Receiving Visitors
• Customer Relationship Management (CRM) Data
• Customer Needs Clarification
• Customer Relationship Development / Prospecting
• Operational Compliance
• Business Development
• Sales Opportunities Creation
• Data Exploration
• Network of Influence

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 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
• Solutions Analysis
• Receiving Visitors
• Customer Relationship Management (CRM) Data
• Customer Needs Clarification
• Customer Relationship Development / Prospecting
• Operational Compliance
• Business Development
• Sales Opportunities Creation
• Data Exploration
• Network of Influence

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 15 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.

Old Mutual Story!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.