Financial Consultant

4 weeks ago

Lebowakgomo, South Africa Old Mutual South Africa Full time

Join to apply for the Financial Consultant (OMF Apel Bopedi) 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 specific allocated market and is individually accountable for achieving results through 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 promised and 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 (telephone or in person) to allocated potential customers to develop relationships, providing first point of contact for resolving queries and complaints. Operational Compliance: Follow mandatory procedures to ensure work meets required quality standards and regulatory codes and internal codes of conduct. Business Development: Carry out routine business development support tasks and assist others 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 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. Closing Date 12 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. Seniority level Entry level Employment type Full-time Job function Finance and Sales #J-18808-Ljbffr

  • Financial Consultant

    2 weeks ago

    Lebowakgomo, South Africa Old Mutual Limited Full time R250 000 - R500 000 per year

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionnaProvides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.ResponsibilitiesCustomer ServiceCarry out standard...

  • Aspiring Financial Adviser

    7 days ago

    Lebowakgomo, South Africa Old Mutual Full time

    Overview Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Role summary 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...

  • Aspiring Financial Adviser

    4 weeks ago

    Lebowakgomo, South Africa Old Mutual Limited Full time

    Aspiring Financial Adviser page is loaded## Aspiring Financial Adviserlocations: Lebowakgomo: Mokopane: Modimolletime type: Full timeposted on: Posted Todayjob requisition id: JR-73413**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...

  • Aspiring Financial Adviser

    3 weeks ago

    Lebowakgomo, South Africa Old Mutual South Africa Full time

    Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Role Overview 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 championing our valued customers to achieve their lifetime goals...

  • Face to Face Sales Consultant

    2 weeks ago

    Lebowakgomo, South Africa Call Centre Staffing Full time

    Our client is looking for a confident sales consultant to sell financial product in store (store cards and loans). Matric is a requirement. Previous sales experience advantageous. **Salary**: R4 500,00 per month Application Question(s): - Do you have a criminal record? - Are you credit clear? (No long outstanding debts) - Would you be comfortable...

  • Branch Consultant/ Financial Advisor

    2 days ago

    Lebowakgomo, Limpopo, South Africa Sanlam Full time R120 000 - R240 000 per year

    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 offers a wide range of simple and affordable financial solutions that cover needs such as funeral...

  • Salaried Financial Advisor

    2 weeks ago

    Lebowakgomo, South Africa Old Mutual South Africa Full time

    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 is individually accountable for achieving results through their own efforts. Responsibilities Customer Service: Provide a quality service to customers while...

  • Salaried Financial Advisor

    2 weeks ago

    Lebowakgomo, 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 Provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts. Customer Service Provide a quality service to...

  • Branch Manager

    1 week ago

    Lebowakgomo, South Africa Sanlam Full time

    Branch Manager - Lebowakgomo Date: 5 Nov 2025 Location: Lebowakgomo, Limpopo, ZA Company: Sanlam Group 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...