OMF Financial Consultant

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

Job summary

A leading financial services firm is seeking a candidate for a customer service role in Johannesburg, South Africa. The role involves handling inquiries, managing CRM data, and supporting business development efforts. Ideal candidates will have strong communication skills, an NQF Level 4, and a customer-centric mindset. This position requires proactive relationship building and operational compliance. The closing date for applications is 30 January 2026.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards 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 requirements following a sales script.
• Make calls to potential customers to develop relationships.
• Follow mandatory procedures to meet quality standards.
• Carry out routine business development support tasks.
• Identify potential customers using information from existing customers.
• Select and input appropriate data into spreadsheets.

Skills

Ability to Sell

Communication

Company Policies

Customer Centric Selling

Digital Savvy

Interpersonal Relationship Management

Numeracy

Sales

Education

NQF Level 4 - Grade 12, School leaving Certificate

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

• 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.
• 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

Educationh3>

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

Closing Date

30 January 2026 , 23:59

Employment Equity Plan

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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The Old Mutual Story!