OMF Financial Consultant (Vredendal Voortrekker)

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

Job summary

Old Mutual South Africa is seeking a service‑driven professional to provide product advice to a designated market and to take accountability for achieving results through your own efforts. You will maintain CRM data accuracy and follow established standards.

You will handle customer inquiries, clarify needs, prospect new clients, develop relationships, and support business development while complying with regulatory and internal codes of conduct.

Qualifications

• Matric is required.
• Experience with customer service or sales is beneficial.
• Ability to follow a sales script and adhere to compliance standards.

Responsibilities

• Provide product advice to a designated market.
• Handle standard customer inquiries and refer complex matters to colleagues.
• Receive and assist visitors with information requests, escalating as needed.

Skills

Communicates Effectively

Customer Focus

Instills Trust

Balances Stakeholders

Builds Networks

Ensures Accountability

Interpersonal Savvy

Manages Complexity

Education

Matriculation Certificate (Matric) (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.

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

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

• Matriculation Certificate (Matric) (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!