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OMF Financial Consultant (Fleurhof Mall)

Old MutualOld Mutual·Financial Services

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About the role

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

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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

14 June 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!

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Aplyr's read

Old Mutual is a leading South African financial services provider, attracting professionals in insurance, investment, and banking to drive comprehensive financial solutions.

Synthesized from recent postings & public sources

What's promising

  • Old Mutual has a strong presence in the African financial services market.
  • The company offers diverse career opportunities across various financial disciplines.
  • Old Mutual invests in technology and innovation, enhancing financial solutions.

What to watch

  • The company faces intense competition from other financial service providers.
  • Economic volatility in South Africa can impact business performance.
  • Regulatory changes in the financial sector may pose compliance challenges.

Why Old Mutual

  • Old Mutual has a long-standing history since 1845, offering stability.
  • It provides a comprehensive range of financial services under one brand.
  • Old Mutual's commitment to community development is integral to its operations.

Aplyr’s read is generated by AI from public sources. Was it useful?

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About Old Mutual

Old Mutual Limited is a South African-based financial services group that offers a wide range of financial solutions including insurance, investment, and banking services.

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