OMF Financial Consultant - (Vanderbijlpark, Vaalgate)

Old Mutual; Vanderbijlpark; On-site; ZAR 150 000 - 250 000; Full time

Job summary

A financial services organization is seeking a candidate based in Vanderbijlpark to provide product advice and manage customer relationships. Responsibilities include customer service activities, compliance assurance, and business development support. Ideal candidates should have strong consultative selling skills and experience in customer-focused environments. Required qualification includes NQF Level 4 - Grade 12. Apply before 21 December 2025.

Qualifications

• Strong consultative selling skills and ability to manage customer relationships.
• Ability to clarify and identify customer needs effectively.
• Experience in sales and customer service environments.

Responsibilities

• Provide advice on a specific range of products to an allocated market.
• Conduct customer service activities and handle inquiries.
• Assess compliance with standards for routine inquiries.
• Develop relationships with potential customers.

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Sales Opportunities Creation

Effective Communication

Education

NQF Level 4 - Grade 12, School leaving Certificate

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 is individually accountable for achieving results through their own efforts.
• 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

21 December 2025 , 23:59

The Old Mutual Story!

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.