OMF Financial Consultant (Pretorius Street Branch)

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

Job summary

A leading financial services provider is seeking an OMF Financial Consultant in Pretoria. This role involves providing tailored advice on a range of products while ensuring high-quality customer service. You will develop relationships with prospective clients through effective communication and networking. The ideal candidate must hold a Matriculation Certificate and demonstrate strong interpersonal skills. Experience in a customer-focused environment is essential, along with the ability to manage complexity and ensure accountability.

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 that basic customer details held in the system are accurate.
• Interview the customer to clarify their requirements.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure quality standards compliance.
• Carry out routine business development support tasks.
• Identify potential customers by obtaining referrals and recommendations.
• Select appropriate data and input it into spreadsheets.
• Participate in and contribute to a network of people and technologies.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

Matriculation Certificate (Matric)

Job description

Job Title

OMF Financial Consultant (Pretorius Street Branch)

Job Location

Gauteng, Pretoria

Deadline

January 30, 2026

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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

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

Education

• Matriculation Certificate (Matric)

Closing Date

11 November 2025