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**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****Closing Date**11 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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OMF Financial Consultant( Bloemfontein Heidedal)
3 weeks ago
Bloemfontein, South Africa Old Mutual South Africa Full timeOMF Financial Consultant (Bloemfontein Heidedal) Join to apply for the OMF Financial Consultant (Bloemfontein Heidedal) 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. Job Description Provides advice on a specific range of products to a...
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OMF FINANCIAL CONSULTANT
2 days ago
Bloemfontein, South Africa Old Mutual South Africa Full timeOMF Financial Consultant (Bloemfontein, Free State) Location: Bloemfontein, Free State, South Africa Seniority level: Entry level Employment type: Full‑time Job function: Finance and Sales Closing Date: 11 December 2025, 23:59 Job Description Provides advice on a specific range of products to a specific allocated market and is individually accountable for...
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OMF Financial Consultant( Bloemfontein Heidedal)
3 weeks ago
Bloemfontein, South Africa Old Mutual Full timeJob title : OMF Financial Consultant( Bloemfontein Heidedal) Job Location : Free State, Bloemfontein Deadline : January 30, 2026 Quick Recommended Links Jobs by Location Job by industries 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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OMF Client Relations Consultant
2 days ago
Bloemfontein, South Africa Old Mutual Limited Full timeOMF Client Relations Consultant (Bloemfontein Heidedal ) page is loaded## OMF Client Relations Consultant (Bloemfontein Heidedal )locations: Bloemfonteintime type: Full timeposted on: Posted Todayjob requisition id: JR-74379**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects...
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Financial Services Sales Consultant
19 hours ago
Bloemfontein, South Africa Octogen (Pty) Ltd Full time**Join the Octogen Family as a Financial Services Sales Consultant!** **Why Join Us?** At Octogen, we’re on a mission to empower our clients to achieve financial well-being. As a Financial Services Sales Consultant, you’ll be the essential link connecting clients to the solutions they need to break free from debt and breath again with...
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Financial Services Sales Consultant
1 week ago
Bloemfontein, Orange Free State, South Africa Octogen (Pty) Ltd Full time R54 000 per yearJoin the Octogen Family as a Financial Services Sales ConsultantWhy Join Us?At Octogen, we're on a mission to empower our clients to achieve financial well-being. As a Financial Services Sales Consultant, you'll be the essential link connecting clients to the solutions they need to break free from debt and breath again with Octogen.What's Your Role?You'll be...
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OMF Client Relations Consultant
5 days ago
Bloemfontein, Orange Free State, South Africa Old Mutual Limited Full time R120 000 - R200 000 per yearLet's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionnaTo provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to...
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Bloemfontein, South Africa Old Mutual Full timeA financial services company in Bloemfontein is seeking a Financial Consultant to provide tailored advice and enhance customer relationships. The ideal candidate will engage potential customers, ensure operational compliance, and maintain accurate data. Key skills include effective communication, accountability, and relationship building, with a focus on...
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Branch Consultant/ Financial Advisor
1 week ago
Bloemfontein, South Africa Sanlam Full timeBranch Consultant/ Financial Advisor - Kimberly 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 and offers a wide range of simple and affordable financial...
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Branch Consultant/ Financial Advisor
1 week ago
Bloemfontein, South Africa Sanlam Full timeOverview Join to apply for the Branch Consultant/ Financial Advisor - Kimberly role at Sanlam . 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 and...
