OMF Financial Consultant ( Umhlanga Gateway)

Old Mutual; Durban; On-site; ZAR 200,000 - 250,000; Full time

Job summary

A leading financial services organization is seeking an OMF Financial Consultant in Durban. This role involves providing advice on products, maintaining customer relationships, and performing sales activities. The ideal candidate has at least 1 year of sales or service experience, preferably in financial industries. Join a company that values both customer and employee experience.

Qualifications

• 1 year sales or service experience, preferably in Retail, Banking, & Financial Industries.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards for routine inquiries.
• Maintain accurate customer data and record follow-up actions during sales calls.
• Make calls to potential customers to develop relationships.
• Follow mandatory procedures to meet quality standards.

Skills

Ability to Sell

Communication

Customer Centric Selling

Interpersonal Relationship Management

Sales

Education

National Certification (Nat Cert)

Job description

OMF Financial Consultant (Umhlanga Gateway)

Apply locations: Durban | Time type: Full time | Posted on: Posted Yesterday | Job requisition id: JR-69456

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 designated market segment and is accountable for achieving results through personal effort.

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 information requests, referring complex matters to colleagues.
• Customer Relationship Management (CRM) Data: Maintain accurate customer data and record follow-up actions and notes during sales calls.
• Customer Needs Clarification: Interview customers to clarify their requirements using a sales script.
• Customer Relationship Development / Prospecting: Make calls to potential customers to develop relationships and resolve queries or complaints.
• Operational Compliance: Follow mandatory procedures to meet quality standards and adhere to regulatory and internal codes.
• Business Development: Support routine business development tasks following established procedures.
• Sales Opportunities Creation: Identify potential customers through information, referrals, and recommendations.
• Data Exploration: Select and input appropriate data into spreadsheets or standard formats.
• Network of Influence: Participate in and contribute to networks inside and outside the company.

Minimum Requirements

• 1 year sales or service experience, preferably in Retail, Banking, & Financial Industries

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

05 August 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.

About Us

Old Mutual is a leading African financial services organization offering a broad range of financial solutions across 14 countries. Our lines of business include Life and Savings, Property and Casualty, Asset Management, and Banking and Lending. We are committed to Championing Mutually Positive Futures Every Day, believing that a great customer experience starts with a great employee experience.