OMF Financial Consultant (Vaal President Square)

oldmutual; Vanderbijlpark; On-site; ZAR 120,000 - 150,000; Full time

Job summary

Old Mutual South Africa in Vanderbijlpark seeks a Customer Service Advisor to advise on a range of products for an allocated market and to be accountable for delivering results through your own efforts.

You will handle inquiries, maintain accurate CRM data, develop customer relationships, and support business development while following compliance procedures to ensure service quality.

Qualifications

• NQF Level 4 or equivalent with Grade 12 for entry level.
• Minimum required qualifications aligned with the South Africa job market.

Responsibilities

• Provide advice on a specific range of products to allocated customers.
• Carry out standard customer service activities and handle simple inquiries.
• Ensure CRM data is accurate and notes are followed up.
• Interview customers to clarify requirements and identify needs.
• Develop relationships with allocated potential customers to create opportunities.

Skills

Consultative Selling

Customer Service

Customer Understanding

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Education

NQF Level 4

Grade 12

National or Occupational Certificate

Tools

CRM 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.

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

18 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!