OMF Financial Consultant (Vosloorus Chris Hani)

Old Mutual Finance (Pty) Ltd; Gauteng; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking an energetic professional to advise on a range of financial products to an allocated market, while being accountable for results achieved through personal effort.

The role covers customer service, CRM data accuracy, needs clarification, prospecting, and developing relationships. You will follow compliance procedures, support business development, and input data into standard formats, acting as the first point of contact for inquiries.

Qualifications

• NQF Level 4 - Grade 12 or equivalent required.

Responsibilities

• Provide advice on a specific range of products to a specific allocated market.
• Carry out standard customer service activities and handle simple inquiries.
• Receive visitors and assist with information requests.
• Ensure CRM data is accurate and notes follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Identify potential customers and develop relationships; act as first contact for queries.
• Follow mandatory procedures to ensure quality standards and regulatory compliance.
• Support business development tasks and identify sales opportunities.
• Input data into spreadsheets or standard formats.
• Demonstrate understanding of networking value and importance of a network of people and ideas.

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.

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 SavvyManages Complexity

Education

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

Closing Date

12 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!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.

We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.