OMF Financial Consultant (Tembisa Birch Acres Mall)

Old Mutual Limited; Kempton Park; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual Limited in Kempton Park is seeking an OMF Financial Consultant to provide tailored product advice and build relationships with customers within the allocated market. You will handle inquiries, verify CRM data, and support sales opportunities through proactive outreach and compliant processes.

The role emphasizes customer-focused service, data accuracy in CRM, and adherence to internal and regulatory standards, with a focus on developing new client relationships and ensuring quality

Qualifications

• Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions.
• Interview the customer to clarify the customer’s requirements.
• Make calls to allocated potential customers to develop relationships and act as first contact for queries.
• Follow procedures to ensure quality standards and regulatory codes are met.
• Carry out routine business development support tasks to assist others by following procedures.
• Identify potential customers by obtaining information, referrals from existing customers.
• Input data into spreadsheets or standard formats.

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 complex matters to colleagues.
• Keep CRM data accurate and note follow-up actions from sales calls.
• Interview customers to clarify requirements following a multilevel sales script.
• Contact allocated potential customers to develop relationships and provide first contact for queries.
• Follow mandatory procedures to ensure work meets quality standards and regulatory codes.
• Carry out routine business development tasks and assist others by following procedures.
• Identify potential customers through referrals and recommendations.
• Select relevant data from information provided by others and input it into standard formats.

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

Education

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

Job description

OMF Financial Consultant (Tembisa Birch Acres Mall)Our website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### OMF Financial Consultant (Tembisa Birch Acres Mall)Apply: Kempton Park: Posted Today: JR-84767**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**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 Stakeholders### ### Builds Networks### ### Communicates Effectively### ### Customer Focus### ### Ensures Accountability### ### Instills Trust### ### Interpersonal Savvy### ### Manages Complexity**Education**NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)**Closing Date**03 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.***