OMF Financial Consultant (Soweto Protea Glen)

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

Job summary

A leading financial services company is seeking a Financial Consultant in Soweto. The successful candidate will provide advice on financial products, focus on customer relationships, and ensure operational compliance. Strong communication and customer service skills are essential. This role offers the opportunity to develop your career in a growing financial environment.

Qualifications

• Strong customer service skills to handle inquiries.
• Ability to assess compliance with standards.
• Experience in CRM management.

Responsibilities

• Conduct standard customer service activities.
• Assess and ensure operational compliance.
• Develop customer relationships and manage data.

Skills

Customer Focus

Communicates Effectively

Builds Networks

Balances Stakeholders

Interpersonal Savvy

Instills Trust

Ensures Accountability

Manages Complexity

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Job title : OMF Financial Consultant (Soweto Protea Glen)

Job Location : Gauteng, Soweto

Deadline : January 30, 2026

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

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent