OMF Financial Consultant(Mall of Mthatha)
4 days 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**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 5 - Higher, Advance or Occupational Certificate or equivalent**Closing Date**07 December 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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Aspiring Financial Adviser- Mthatha
2 weeks ago
Mthatha, South Africa Old Mutual Full timeJob title Aspiring Financial Adviser- Mthatha Job Location Eastern Cape, Mthatha Deadline December 30, 2025 Quick Recommended Links Jobs by Location Job by industries Aspires to be a Financial Adviser We are looking for self‑motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies....
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Branch Consultant/Inhouse advisor
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Mthatha, South Africa Sanlam Limited Full timeBranch Consultant/Inhouse advisor - Mthatha Date: 6 Sept 2025 Location: Mthatha, Eastern Cape, ZA Who are we? Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients...
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OMF Financial Consultant(Mall of Mthatha)
2 days ago
Mthatha, South Africa Old Mutual South Africa Full timeLet’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...
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Advancing Financial Adviser
4 weeks ago
Mthatha, South Africa Old Mutual South Africa Full timeJoin to apply for the Advancing Financial Adviser (Mthatha) role at Old Mutual South Africa Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Qualifications And Experience A minimum of Matric or equivalent A minimum 12 months’ financial services experience as a Financial...
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Real Estate Agent
1 week ago
Mthatha, South Africa REMAX Border Mthatha Full timeAre you an experienced property salesperson ready to take on a brand-new development in Mthatha? Join the winning team — the No. 1 Franchise in South Africa — and unlock your path to financial freedom. Don’t wait, get in touch with us today! You will list properties sell properties and build a data profile of buyers and sellers. You must have...
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Contracts Manager, Mthatha
3 weeks ago
Mthatha, South Africa University of Fort Hare Full timeA reputable construction company based in Mthatha is in search of a skilled Contracts Manager. The successful candidate will be responsible for overseeing contracts, ensuring compliance, managing budgets and facilitating communication among all parties involved in construction projects. Applicants are required to meet the following criteria: BTech / BSc in...
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Mthatha, South Africa Old Mutual South Africa Full timeA leading financial services group in Mthatha is seeking a customer-focused individual to provide advice on a range of products. Responsibilities include customer service, managing inquiries, and developing relationships to create sales opportunities. The ideal candidate must have strong consultative selling skills and an NQF Level 5 qualification. This role...
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Mthatha, South Africa Old Mutual Limited Full timeA leading African financial services firm is looking for individuals to join their team in Mthatha. The successful candidate will provide advice on a specific range of products while ensuring customer service excellence and maintaining accurate CRM data. Responsibilities include customer needs clarification, business development, and operational compliance....
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Contracts Manager, Mthatha
3 weeks ago
Mthatha, South Africa University of Fort Hare Full timeA reputable construction company based in Mthatha is in search of a skilled Contracts Manager. The successful candidate will be responsible for overseeing contracts, ensuring compliance, managing budgets and facilitating communication among all parties involved in construction projects. Applicants are required to meet the following criteria: BTech / BSc in...
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OMF Financial Consultant
2 days ago
Mthatha, South Africa Old Mutual Full timeLet'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...
