OMF Financial Consultant (Kwadukuza Mall)

Posted 5 Days Ago
Be an Early Applicant
KwaDukuza, iLembe, KwaZulu-Natal, ZAF
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
Provides financial product advice to an allocated market while delivering customer service, clarifying needs, managing CRM data, prospecting, developing customer relationships, identifying sales opportunities, and ensuring compliance with company policies and regulations.
Summary Generated by Built In

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.

Responsibilities

Customer Service

Carry out a range of customer service activities, including handling customer cases and inquiries that are more complex or outside the norm.

Solutions Analysis

Find the most effective ways to respond to routine functional inquiries. Involves following procedures and precedents.

Receiving Visitors

Receive and screen visitors, answering routine questions, providing information, or directing requests elsewhere.

Customer Relationship Management (CRM) Data

Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.

Customer Needs Clarification

Interview the customer, following a complex multilevel sales script, to clarify the customer's requirements, or assist in conducting interviews with potential customers, making detailed notes to collect client requirements.

Operational Compliance

Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

Business Development

Deliver support services (mostly of a routine nature) by using business development systems and protocols designed to create long-term value for the organization and its customers, markets, and relationships.

Sales Opportunities Creation

Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.

Data Exploration

Produce accurate reports for others by collecting data from a variety of standard sources and inputting that data into 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.

Customer Relationship Development / Prospecting

Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.


Skills

Accountability, Building Networks, Building Trust, Complexity Management, Consultative Selling, Customer Communications, Customer Feedback, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Interpersonal Awareness, Oral Communications, Organizational Savvy, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Stakeholder Management, Strategic Selling, Strengthening Customer Relationships, Work Processes

Competencies

Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FirstCustomer FocusEnsures AccountabilityInstills TrustInterpersonal Savvy

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

Closing Date

10 October 2026 , 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!

Skills Required

  • NQF Level 5 Higher, Advanced, or Occupational Certificate, or equivalent
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: London
12,448 Employees

What We Do

Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica

Similar Jobs

Morningstar Logo Morningstar

Infrastructure Engineer

Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Remote or Hybrid
South Africa
11500 Employees
In-Office
Durban, eThekwini Metropolitan Municipality, KwaZulu-Natal, ZAF
185619 Employees

Hans Mahrt & Company (Pty) Ltd Logo Hans Mahrt & Company (Pty) Ltd

Financial Adviser - Commission only

Insurance • Professional Services • Consulting • Financial Services
In-Office or Remote
2 Locations
1 Employees
In-Office
2 Locations
12282 Employees

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account