OMF Financial Consultant - Standerton

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

Job summary

A leading financial services company in Standerton seeks candidates for a role focused on providing tailored advice to clients and handling customer inquiries. Responsibilities include maintaining CRM data, developing customer relationships, and ensuring compliance with internal standards. Ideal candidates possess a National Certification and strong skills in communication and interpersonal relations, aiming for customer satisfaction and business growth.

Qualifications

• Required certification is National Certification (Nat Cert).
• Strong communication and interpersonal skills are crucial.

Responsibilities

• Provide tailored advice on a range of financial products.
• Handle customer inquiries and ensure customer satisfaction.
• Maintain accurate data in the Customer Relationship Management system.
• Develop and nurture customer relationships through proactive engagement.

Skills

Ability to Sell

Communication

Customer Centric Selling

Interpersonal Relationship Management

Sales

Education

National Certification (Nat Cert)

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

na Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

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

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

Education

National Certification (Nat Cert) (Required)

Closing Date

28 December 2025 , 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!