OMF Financial Consultant (Marshalltown)

Posted 3 Days Ago
Be an Early Applicant
Johannesburg, Gauteng
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
Provides financial consulting services by advising on products, developing customer relationships, handling inquiries, and ensuring operational compliance.
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

na

Provides 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 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

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 StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

20 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!

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
Gauteng
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

Hybrid
Johannesburg, Gauteng, ZAF

TransUnion Logo TransUnion

Devops Engineer

Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Remote or Hybrid
Johannesburg, Gauteng, ZAF

TransUnion Logo TransUnion

Back-end Engineer

Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Remote or Hybrid
Johannesburg, Gauteng, ZAF

ServiceNow Logo ServiceNow

Enterprise Account Executive

Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Remote or Hybrid
Johannesburg, Gauteng, ZAF

Similar Companies Hiring

Amplify Platform Thumbnail
Fintech • Financial Services • Consulting • Cloud • Business Intelligence • Big Data Analytics
Scottsdale, AZ
62 Employees
Camber Thumbnail
Social Impact • Healthtech • Fintech
New York, NY
53 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
40 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account