OMF Financial Consultant
2 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 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 RelationshipsCompetencies Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages ComplexityEducation NQF Level 5 - Higher, Advance or Occupational Certificate or equivalentClosing Date 19 August 2025 , 23:59The 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 #J-18808-Ljbffr
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OMF Financial Consultant(Mall of Mthatha)
4 days ago
Mthatha, South Africa Old Mutual Limited Full time**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...
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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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Financial Solutions Consultant
2 days ago
Mthatha, South Africa Old Mutual Full timeA leading financial services provider in South Africa is seeking candidates for a customer service role. The ideal candidate will be responsible for providing product advice, handling inquiries, and managing customer relationships. Key skills include consultative selling and customer service, with a minimum NQF Level 5 qualification required. This position...
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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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Aspiring Financial Adviser
4 weeks ago
Mthatha, South Africa Old Mutual South Africa Full timeAspiring Financial Adviser Old Mutual South Africa seeks self‑motivated, dynamic individuals with an entrepreneurial spirit to join our team in Umtata, Eastern Cape, South Africa. This role focuses on championing our valued customers to achieve lifetime financial goals by identifying their needs, providing sound financial advice, and recommending and...
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Aspiring Financial Adviser
7 days ago
Mthatha, South Africa Old Mutual Life Assurance Company (SA) Ltd (PFA) Full timeLet's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. 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.The role at a glance is about...
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Aspiring Financial Adviser
4 weeks ago
Mthatha, South Africa Old Mutual Limited Full timeAspiring Financial Adviser page is loaded## Aspiring Financial Adviserlocations: Mthatha: Lusikisikitime type: Full timeposted on: Posted Todayjob requisition id: JR-73321**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.**Aspires to be a Financial Adviser**We are looking for...
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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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Financial Advisor in Africa: Build Trust
2 weeks ago
Mthatha, South Africa Old Mutual South Africa Full timeA leading insurance company in South Africa is seeking passionate and self-motivated individuals to join as Financial Advisers. You will champion customers by identifying their financial needs and providing sound advice. A Matriculation Certificate is required, alongside skills in consultative selling and building trust. This role is perfect for those with...
