OMF Financial Consultant (Somerset West Vinyard)

EdUpStairs; Cape Town; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual is seeking a dedicated professional in Cape Town to provide product advice to a defined market and handle routine customer inquiries. The role involves maintaining CRM data accuracy, following standard procedures, and supporting business development through prospecting and relationship-building.

You will interview customers to clarify needs, identify sales opportunities, and ensure quality standards are met.

Qualifications

• NQF Level 4 or equivalent educational attainment required.
• Experience in consultative selling and customer service is preferred.
• Familiarity with CRM and sales processes is advantageous.

Responsibilities

• Provide advice on products to a defined market and achieve results individually.
• Carry out standard customer service activities and address simple inquiries.
• Receive visitors and assist with information requests, escalating complex matters.
• Maintain accurate CRM data and notes on follow-up actions.
• Interview customers to clarify requirements using a multi-step sales script.
• Identify potential customers and develop relationships for new business.
• Follow procedures to meet quality and regulatory standards.
• Support business development tasks and follow established procedures.
• Create sales opportunities by collecting referrals and recommendations.
• Input data into spreadsheets or standard formats as needed.

Skills

Consultative Selling

Customer Feedback

Customer Focus

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

National or Occupational Certificate or equivalent

Tools

Sales Software

Job description

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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

Browse Careers 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.

Compare CRMs

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.

Compare CRMs

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.

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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 StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

10 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.

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