OMF Financial Consultant (Rocklands)

Old Mutual Limited; Bloemfontein; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited in Bloemfontein (Rocklands) is seeking a Financial Consultant to provide tailored advice on a range of products to a designated market. You will manage customer inquiries, maintain CRM data accuracy, and build lasting relationships through proactive outreach.

The role emphasizes customer-focused service, compliance with standards, and proactive business development to grow a client base in a dynamic financial services environment.

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 information requests, referring more complex matters to colleagues.
• Ensure basic customer details in the CRM are accurate and note follow-ups and actions.
• Interview customers to clarify requirements following a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and be first contact for queries.
• Follow a range of mandatory procedures to ensure work meets quality standards and regulatory codes.
• Carry out routine business development support tasks and assist others by following procedures.
• Identify potential customers by obtaining referrals and recommendations from existing customers.
• Select data from information provided by others and input into spreadsheets or standard formats.
• Demonstrate understanding of networking value by participating in a network of people, technologies, and ideas.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Job description

OMF Financial Consultant (Rocklands) page is loaded## OMF Financial Consultant (Rocklands)locations: Bloemfonteinposted on: Posted Todayjob requisition id: JR-85141**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 ServiceCarry out standard customer service activities and handle simple customer inquiries.## Solutions AnalysisAssess compliance with established standards and protocols for routine inquiries.## Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.## Customer Relationship Management (CRM) DataEnsure 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 ClarificationInterview the customer, following a multilevel sales script, to clarify the customer's requirements.## Customer Relationship Development / ProspectingMake 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 ComplianceFollow 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 DevelopmentCarry out routine business development support tasks and assist others by following established procedures.## Sales Opportunities CreationIdentify potential customers by obtaining information, referrals, and recommendations from existing customers.## Data ExplorationSelect appropriate data from information provided by others and input that data into spreadsheets or standard formats.## Network of InfluenceDemonstrate 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.na**Skills****Competencies**Balances Stakeholders######Builds Networks######Communicates Effectively######Customer Focus######Ensures Accountability######Instills Trust######Interpersonal Savvy######Manages Complexity**Education****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.******The Old Mutual Story!***A network error caused the media download to fail part-way.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.