OMF Financial Consultant - (Vanderbijlpark, Vaalgate)

Old Mutual South Africa; Vanderbijlpark; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused advisor to provide product guidance and handle inquiries for a defined market. You will maintain CRM records, support sales activities, and identify opportunities to build relationships with potential customers.

Responsibilities include adhering to compliance standards, following a multilevel sales script, and collaborating with colleagues to resolve customer needs. The role is based in Vanderbijlpark and requires strong communication skills.

Qualifications

• Understand customer needs and provide product guidance.
• Maintain accurate CRM data and follow up on actions.
• Proactively identify sales opportunities through networking.
• Adhere to compliance, codes of conduct, and procedures.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and refer complex matters to colleagues.
• Ensure CRM data accuracy and note follow-up actions.
• Interview customers to clarify requirements.
• Make calls to develop relationships and resolve queries.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support business development tasks following established procedures.
• Identify potential customers and gather referrals.
• Input data into spreadsheets from provided information.
• Participate in a network of people, technologies, and ideas.

Skills

Consultative Selling

CRM Data

Customer Service

Qualifying Prospects

Sales Opportunities

Oral Communications

Probing Questions

Education

NQF Level 4/Grade 12

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

14 November 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!