Omf financial consultant (Pretoria West)

Old Mutual South Africa; Pretoria; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services firm in Pretoria is seeking candidates for a role that provides advice on a specific range of products while ensuring compliance with standards. The successful candidate will have strong communication and sales abilities, helping to develop customer relationships and assist with inquiries. A National Certification is required for this position. Closing date for applications is 08 November 2025.

Qualifications

• Experience in customer service and sales.
• Ability to manage customer relationships effectively.
• Proven communication skills.

Responsibilities

• Carry out standard customer service activities and handle customer inquiries.
• Ensure compliance with established standards for routine inquiries.
• Develop relationships with allocated potential customers.
• Identify potential customers by obtaining information and referrals.

Skills

Ability to Sell

Communication

Interpersonal Relationship Management

Sales

Customer Centric Selling

Education

National Certification (Nat Cert)

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

• Ability to Sell (Inactive)
• Communication
• Company Policies
• Credit Policies
• Customer Centric Selling
• Digital Savvy (Inactive)
• Interpersonal Relationship Management
• Numeracy
• Sales

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

• National Certification (Nat Cert) (Required)

Closing Date

08 November 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.

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