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 apha
Eminye 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