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Omf Financial Consultant (Durban City View X3)

Omf Financial Consultant (Durban City View X3)

Old Mutual LimitedDurban, KwaZulu-Natal, South Africa
4 days ago
Job description

Overview

We’re Hiring : Financial Advisors! Earn a basic allowance + commission while helping people reach their financial goals! What’s in it for you? Basic allowance to get you started; Unlimited earning potential with commission; Full training & support provided; No previous experience required

Kwamashu, KwaZulu Natal | Posted today

Role Description

We’re Hiring : Financial Advisors! Earn a basic allowance + commission while helping people reach their financial goals! What’s in it for you? Basic allowance to get you started; Unlimited earning potential with commission; Full training & support provided; No previous experience required If you’re driven, goal-oriented, and ready to grow, we want YOU! Apply now and build your future while helping others build theirs.

Old Mutual Africa : Lets Write Africa's Story Together. Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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 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. 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.

Skills & Competencies

  • 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 Stakeholders
  • Builds Networks
  • Communicates Effectively
  • Customer Focus
  • Ensures Accountability
  • Interpersonal Savvy
  • Manages Complexity
  • Education

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

    Closing Date

    22 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.

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    Financial Consultant • Durban, KwaZulu-Natal, South Africa

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