OMF Financial Consultant (Vereeniging)

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

Job summary

Old Mutual South Africa is seeking an energetic professional to advise customers on a range of financial products within an allocated market. You will be accountable for achieving results through your own efforts and contribute to customer service excellence.

The role emphasizes relationship development, CRM data usage, and identifying sales opportunities while ensuring compliance and ethical standards. A strong focus on customer understanding guides every interaction.

Qualifications

• Experience in customer service and sales environments is preferred.
• Familiarity with CRM systems and data handling.
• Ability to understand customer needs and translate into solutions.

Responsibilities

• Provide advice on a specific range of products to an allocated market and be accountable for achieving results.
• Contribute to customer service, relationship management, and CRM data accuracy.
• Develop relationships with customers and prospect for new sales opportunities.
• Clarify customer needs and present appropriate solutions.
• Support business development and ensure operational compliance.

Skills

Consultative Selling

Customer Service

Customer Understanding

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Customer Feedback Management

CRM Data

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

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
• Solutions Analysis
• Receiving Visitors
• Customer Relationship Management (CRM) Data
• Customer Needs Clarification
• Customer Relationship Development / Prospecting
• Operational Compliance
• Business Development
• Sales Opportunities Creation
• Data Exploration
• Network of Influence
• 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

17 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!