OMF Financial Consultant
Old Mutual - Umlazi, KwaZulu-Natal
Closing date yi 22 ka July 2026
Regrettably, this position has been removed.
Purpose
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Requirements
- National Certification (Nat Cert) (Required)
Skills & Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
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 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.
Additional Information
- 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.
Ref No
- JR-81532
Centre
- Umlazi Mega City
Ukhangela eyiphi imisebenzi?
Sixelele imisebenzi owuyifunayo ukwenzela sizokukhangelela, sikufakele and sikuthumelele yona.
Cofa aphaEminye Imisebenzi
Automotive Industry Development Centre Eastern Cape - Various Areas, Eastern Cape
Motus Corporation - East London, Eastern Cape
PathCare - Eugene Marais, Pretoria, Gauteng
Shoprite Group - Brackenfell, Cape Town, Western Cape
Department of Public Works and Infrastructure - Cape Town, Western Cape
Department of Employment and Labour - Pretoria, Gauteng
Spar Group - Gqeberha, Eastern Cape
GRAYLINK - Cape Town, Western Cape
Woolworths - Edendale, Pietermaritzburg, KwaZulu-Natal
Shoprite Group - Kokstad, Eastern Cape