OMF Financial Consultant

1 week ago

Upington, South Africa Old Mutual South Africa Full time

Join 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 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. CRM Data – Ensure basic customer details held in the system are accurate, and make notes of follow‑up actions 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 Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills TrustInterpersonal 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. Referrals increase your chances of interviewing at Old Mutual South Africa by 2x. Seniority level Entry level Employment type Full-time Job function Finance and Sales Get notified about new Financial Consultant jobs in Upington, Northern Cape, South Africa . #J-18808-Ljbffr

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    1 week ago

    Upington, South Africa Old Mutual South Africa Full time

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    2 weeks ago

    Upington, South Africa Old Mutual South Africa Full time

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    2 weeks ago

    Upington, South Africa Old Mutual Full time

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