OMF Financial Consultant (White River)

Old Mutual Finance (Pty) Ltd; White River; On-site; ZAR 120,000 - 180,000; Full time

Job summary

Old Mutual invites applicants for a customer advisory role focused on a defined product range within a South African client base. You will be accountable for achieving outcomes through your own efforts by delivering service excellence and leveraging standard sales scripts.

The position emphasizes relationship building, client needs clarification, and proactive prospecting while ensuring compliance with internal and regulatory standards.

Qualifications

• Must have completed NQF Level 4 or equivalent with Grade 12.
• Experience in customer-facing sales or service roles is preferred.
• Knowledge of financial services products and sales processes is advantageous.

Responsibilities

• Provide advice on a range of products to an allocated market and achieve targets through personal effort.
• Handle simple customer inquiries and deliver standard customer service activities.
• Maintain accurate customer details and capture follow-up actions in the CRM.
• Develop customer relationships through calls and meetings to identify sales opportunities.
• Resolve customer queries and complaints, following compliance and conduct guidelines.
• Assist with routine business development tasks and follow established procedures.

Skills

Consultative Selling

Customer Feedback

Customer Service

Customer Understanding

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Relationships

Education

National or Occupational Certificate or equivalent

Grade 12 / School Leaving Certificate

NQF Level 4

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

10 October 2026 , 23:59

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.