OMF Financial Consultant (Port Elizabeth Pipeline)

Old Mutual; East London; On-site; ZAR 150,000 - 200,000; Full time

Job summary

A leading financial services group in East London is seeking a candidate to provide customer service and business development support. You will be responsible for customer interactions, maintaining CRM data, and identifying sales opportunities. The ideal candidate should have a Matric qualification and strong consultative selling skills. Join us to help write Africa’s story together!

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information.
• Ensure accurate customer details in the CRM and make follow-up notes.
• Interview customers to clarify their requirements.
• Develop relationships with allocated potential customers.
• Follow mandatory procedures to ensure work quality standards.
• Support business development tasks and assist with established procedures.
• Identify potential customers through various means.
• Input appropriate data into standard formats.
• Participate in a network of people, technologies, and ideas.

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

Matriculation Certificate (Matric)

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

Matriculation Certificate (Matric)

Closing Date

21 September 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!