Talent Pool: OMF Financial Consultant

2 weeks ago


Pretoria, South Africa Old Mutual South Africa Full time

Talent Pool: OMF Financial Consultant 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. Provides advice on a specific range of products to a specific allocated market and is 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 Seniority level Entry level Employment type Full-time Job function Finance and Sales Closing Date 29 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 #J-18808-Ljbffr



  • Pretoria, South Africa Old Mutual South Africa Full time

    Join to apply for the OMF FINANCIAL CONSULTANT (OMF SANCADIA) 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. Responsibilities Customer Service Solutions Analysis Receiving Visitors Customer Relationship Management (CRM) Data Customer...


  • Pretoria, South Africa Old Mutual Limited Full time

    OMF Financial Consultant (Silverton) page is loaded## OMF Financial Consultant (Silverton)locations: Pretoriatime type: Full timeposted on: Posted Todayjob requisition id: JR-72002**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...


  • Pretoria, South Africa Old Mutual Limited Full time

    OMF Financial Consultant (Akasia Wonderpark) page is loaded## OMF Financial Consultant (Akasia Wonderpark)locations: Pretoriaposted on: Posted Todayjob requisition id: JR-72135**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...


  • Pretoria, South Africa Old Mutual 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 na 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...


  • Pretoria, Gauteng, South Africa Momentum Full time R500 000 - R1 200 000 per year

    Closing Date2025/11/28 Reference NumberMMH Job TitleTalent Pool: Investment Consultant (Pretoria) Position TypePermanent Role FamilySales ClusterMomentum Distribution Services Remote OpportunitySome of the time Location - CountrySouth Africa Location - ProvinceGauteng Location - Town / CityPretoria IntroductionMomentum, a financial services provider of...


  • Pretoria, South Africa Old Mutual South Africa Full time

    OMF Financial Consultant (Akasia Wonderpark) 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....


  • Pretoria, South Africa Momentum Full time

    Talent Pool: Retail Business Consultant (Pretoria) MMH -4 Join to apply for the Talent Pool: Retail Business Consultant (Pretoria) MMH -4 role at Momentum 4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Role Purpose The Retail Business Consultant crafts passionate, energetic, and meaningful...


  • Pretoria, South Africa Momentum Full time

    Talent Pool: Investment Consultant (Johannesburg) MMH Role Purpose The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart. The SIC/IFA business relationship will be strengthened by client...


  • Pretoria, South Africa Old Mutual Full time

    Job title : OMF Financial Consultant (Pretorius Street Branch) Job Location : Gauteng, Pretoria Deadline : January 30, 2026 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...


  • Pretoria, South Africa Trending Talent Solutions Full time

    For decades, Rainbow Chicken has been a trusted name in South Africa's poultry industry — known for quality, resilience, and innovation. As we continue to grow, we're looking for exceptional leaders to help shape the next chapter of our journey.This opportunity is part of our Management Talent Pool— a proactive initiative to identify and engage top...