Strategic Financial Consultant – Howick

Old Mutual Limited; Howick; On-site; ZAR 360,000 - 600,000; Full time

Job summary

Old Mutual Limited in Howick is seeking an OMF Financial Consultant to advise on a range of products within a designated market. You will handle customer inquiries, maintain CRM data accuracy, and develop relationships with potential clients through calls and in-person outreach.

Responsibilities include evaluating compliance, following standardized procedures, and supporting business development while delivering strong customer service and solutions analysis.

Qualifications

• Experience in consultative selling within a financial services context.
• Relevant education as stated: NQF Level 5 or equivalent.
• Ability to follow multilevel sales scripts and assess customer needs.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, routing more complex matters.
• Ensure customer details in CRM are accurate and document follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and first contact for queries.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Carry out routine business development support tasks and follow established procedures.
• Identify potential customers by collecting referrals and recommendations.

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

Education

NQF Level 5

Job description

Old Mutual Limited in Howick is seeking an OMF Financial Consultant to advise on a range of products within a designated market. You will handle customer inquiries, maintain CRM data accuracy, and develop relationships with potential clients through calls and in-person outreach.

Responsibilities include evaluating compliance, following standardized procedures, and supporting business development while delivering strong customer service and solutions analysis.