OMF Financial Consultant

1 week ago

Johannesburg, Gauteng, South Africa Old Mutual Limited Full time R80 000 - R120 000 per year

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.ResponsibilitiesCustomer 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

Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales

Competencies

Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

National Certification (Nat Cert) (Required)

Closing Date

16 October 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

  • OMF Financial Consultant

    7 days ago

    Johannesburg, Gauteng, South Africa Old Mutual Full time R200 000 - R400 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...

  • OMF Financial Consultant

    1 day ago

    Johannesburg, Gauteng, South Africa Old Mutual Limited Full time R300 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...

  • OMF Financial Consultant

    3 days ago

    Johannesburg, Gauteng, South Africa Old Mutual Limited Full time R2 160 000 - R4 320 000 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 DescriptionnaTo provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving...

  • OMF Financial Consultant

    1 week ago

    Johannesburg, Gauteng, South Africa Old Mutual South Africa Full time R250 000 - R750 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...

  • Financial Consultant

    1 week ago

    Johannesburg, Gauteng, South Africa Bokamoso Produce Full time R900 000 - R1 200 000 per year

    1) Scope of Work and responsibilitiesReview and refine the five‑year financial model for Commercial Bank's format and IFRS consistency.Validate assumptions (livestock production volumes, pricing, margins, depreciation, working capital).Prepare sensitivity analyses and support responses to Commercial Bank's queries.Assist with sources & application of...

  • OMF Branch Manager

    1 week ago

    Johannesburg, Gauteng, 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 DescriptionnaManages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and...

  • OMF Branch Manager

    1 week ago

    Johannesburg, Gauteng, South Africa Old Mutual Life Assurance Company (Malawi) Limited Full time R900 000 - R1 200 000 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 DescriptionnaManages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and...

  • OMF Client Relations Consultant

    1 week ago

    Johannesburg, Gauteng, South Africa Old Mutual Limited Full time R104 000 - R208 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 DescriptionThis role assists clients telephonically or face to face, in accordance with business, process and compliance rules. The incumbent is individually accountable for achieving results through own efforts. Customer...

  • OMF Client Relations Consultant

    5 days ago

    Johannesburg, Gauteng, South Africa Old Mutual Limited Full time R80 000 - R120 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 DescriptionThis role assists clients telephonically or face to face, in accordance with business, process and compliance rules. The incumbent is individually accountable for achieving results through own efforts. Customer...

  • Business Insurance Advisor

    7 days ago

    Johannesburg, Gauteng, South Africa GrowthHouse Financial Planning Services Full time R540 000 - R720 000 per year

    Company DescriptionGrowthHouse Financial Planning Services is dedicated to empowering both clients and team members to achieve their aspirations and create prosperity for future generations. Known for its dynamic and forward-thinking approach, GrowthHouse provides world-class tools and unwavering support to ensure the success of its advisors. With a...