OMF Financial Consultant (Tshilamba)

Old Mutual Limited; Thohoyandou; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited in South Africa is seeking a customer service and sales oriented professional to deliver product guidance to a designated market. You will handle inquiries, qualify needs, and build relationships through proactive outreach.

Responsibilities include CRM data accuracy, following compliance procedures, and identifying new opportunities. The role requires strong communication, a proactive mindset, and the ability to work with sales scripts to close deals.

Qualifications

• Experience in consultative selling and customer relations.
• Ability to collect and input customer data accurately.
• Good communication and networking skills.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and assist with information requests.
• Ensure customer details are accurate in CRM and notes of follow-ups.
• Interview customers to clarify requirements using a multilevel script.
• Identify potential customers and develop relationships via calls.
• Follow mandatory procedures to meet quality or regulatory codes.
• Identify sales opportunities and input data into spreadsheets.

Skills

Consultative Selling

Customer Service

Sales Data Management

Probing Questions

Education

Grade 12 / NQF Level 4

Tools

Sales Software

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.

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

19 October 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. _

_ The Old Mutual Story! _