OMF Financial Consultant (Tshilamba)

Old Mutual Finance (Pty) Ltd; Thohoyandou; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd is seeking a customer-facing professional to advise on a range of products for a specified market. You will be the first point of contact for resolving queries, maintain CRM records, and identify opportunities to grow customer relationships with a data-driven approach.

You will carry out standard customer service activities, follow sales scripts, and ensure compliance with internal and external codes.

Qualifications

• The role requires a background in customer-facing sales with a focus on understanding customer needs.
• Knowledge of CRM practices and maintaining accurate customer records.
• Ability to follow standardized procedures and comply with regulatory codes.

Responsibilities

• Provide advice on a range of products to an allocated market and achieve results.
• Deliver customer service and handle simple inquiries efficiently.
• Receive visitors and assist with information requests, escalating complex issues.
• Maintain accurate customer data and log follow-up actions in the CRM.
• Clarify customer requirements via scripted interviewing and develop relationships.
• Identify potential customers and create sales opportunities through calls or in-person visits.
• Resolve customer queries and complaints as the first point of contact.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support business development tasks and follow established processes.
• Explore data, input into spreadsheets, and participate in data analysis.

Skills

Consultative Selling

Customer Service

Customer Understanding

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Identity Customer Needs

Customer Feedback Management

Networking

Education

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

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 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

• 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

Closing Date 19 October 2026 , 23:59

Old Mutual Story

The Old Mutual Story! Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.