OMF Financial Consultant (OMF Fourways)-2

OMF Financial Consultant (OMF Fourways)-2

Location : Fourways, Johannesburg, South Africa

Old Mutual Overview

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 their own efforts.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• 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.
• Interview the customer following a multilevel sales script to clarify the customer’s requirements.
• Make calls (by telephone or in person) to allocated potential customers to develop relationships and provide a first point of contact for resolving customer queries and complaints.
• 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.
• 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.
• Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• Demonstrate an understanding of networking value by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills & Competencies

Employment Equity

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa.

Employment Details

Closing Date

30 November 2025, 23 : 59

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