OMF Financial Consultant
2 weeks ago
**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**naProvides 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 ServiceCarry out standard customer service activities and handle simple customer inquiries.## Solutions AnalysisAssess compliance with established standards and protocols for routine inquiries.## Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.## Customer Relationship Management (CRM) DataEnsure 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 ClarificationInterview the customer, following a multilevel sales script, to clarify the customer's requirements.## Customer Relationship Development / ProspectingMake 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 ComplianceFollow 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 DevelopmentCarry out routine business development support tasks and assist others by following established procedures.## Sales Opportunities CreationIdentify potential customers by obtaining information, referrals, and recommendations from existing customers.## Data ExplorationSelect appropriate data from information provided by others and input that data into spreadsheets or standard formats.## Network of InfluenceDemonstrate 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)**Closing Date**27 November 2025 , 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.#J-18808-Ljbffr
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OMF Financial Consultant
1 week ago
Upington, South Africa Old Mutual South Africa Full timeJoin to apply for the OMF Financial Consultant (Upington) role at Old Mutual South Africa . 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...
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Financial Consultant – Upington
1 week ago
Upington, South Africa Old Mutual South Africa Full timeA prominent financial services company is seeking an OMF Financial Consultant in Upington, Northern Cape. The role emphasizes delivering exceptional customer service, building relationships, and ensuring compliance with standards. Ideal candidates will have a Matriculation Certificate and exhibit strong interpersonal skills. This full-time position is...
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Omf Financial Consultant
2 weeks ago
Upington, South Africa Old Mutual Full timeOverview Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description 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 various requests for information,...
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OMF Financial Consultant
2 weeks ago
Upington, South Africa Old Mutual South Africa Full timeOverview Let\'s Write Africa\'s Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. 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...
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A Consultant
14 hours ago
Upington, South Africa Job Placements Full timeWe are seeking an experienced and enthusiastic full-time Retail sales consultant to join out team that works with financial services. As a sales consultant, you will be responsible for providing exceptional customer service. Requirements Grade 12 Exceptional interpersonal and communication skills with a consultative approach No experience required If you...
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Retail Consultants needed
3 weeks ago
Upington, South Africa M Moloto Direct Full timeWe are seeking an experienced and enthusiastic full-time Retail sales consultant to join out team that works with financial services. As a sales consultant ,you will be responsible for providing exceptional customer service.Requirements:-Grade 12-exceptional interpersonal and communication skills with a consultative approachIf you have a true passion for...
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Retail Consultants needed
2 weeks ago
Upington, South Africa M Moloto Direct Full timeWe are seeking an experienced and enthusiastic full-time Retail sales consultant to join out team that works with financial services. As a sales consultant ,you will be responsible for providing exceptional customer service.Requirements:-Grade 12-exceptional interpersonal and communication skills with a consultative approachIf you have a true passion for...
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Retail Sales Consultant
7 days ago
Upington, South Africa M Moloto Direct Full timeWe are seeking an experienced and enthusiastic full-time Retail sales consultant to join out team that works with financial services. As a sales consultant, you will be responsible for providing exceptional customer service. Requirements: -Grade 12 -exceptional interpersonal and communication skills with a consultative approach If you have a true passion for...
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Senior Bookkeeper
2 weeks ago
Upington, South Africa Executiveplacements - The Job Portal Full timeA consulting firm in South Africa is seeking a Senior Financial Controller to oversee financial operations. Responsibilities include maintaining financial records, managing invoicing and payments, and preparing financial reports. The ideal candidate should possess a financial qualification and proficiency in accounting tools like Xero and Dext. This role...
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Growth-Driven Financial Advisor
14 hours ago
Upington, South Africa Old Mutual Limited Full timeA prominent financial services company is looking for an Advancing Financial Adviser in Upington. The role involves providing exceptional customer service, building strong customer relationships, and identifying sales opportunities. Ideal candidates must have a relevant qualification at least NQF Level 5 and display excellent consultative selling abilities....
