Financial Consultant (OMF Apel Bopedi)

Join to apply for the Financial Consultant (OMF Apel Bopedi) role at Old Mutual South Africa

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 is individually accountable for achieving results through own efforts.

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 promised and 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 (telephone or in person) to allocated potential customers to develop relationships, providing first point of contact for resolving queries and complaints.
• Operational Compliance : Follow mandatory procedures to ensure work meets required quality standards and regulatory codes and internal codes of conduct.
• Business Development : Carry out routine business development support tasks and assist others 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 inside and outside the company.

Skills

Competencies

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent.

Closing Date

12 November 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.

Seniority level

Employment type

Job function

#J-18808-Ljbffr