Talent.com
OMF Financial Consultant (PTA Bloed Street)

OMF Financial Consultant (PTA Bloed Street)

Old MutualPretoria, ZA
28 days ago
Job description

Job title : OMF Financial Consultant (PTA Bloed Street)

Job Location : Gauteng, Pretoria

Deadline : December 30, 2025

Quick Recommended Links

  • Jobs by Location
  • Job by industries

Job Description

  • 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.

    • 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.

    • Skills

  • Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales

    • Competencies

  • Balances Stakeholders
  • Builds Networks
  • Communicates Effectively
  • Customer Focus
  • Ensures Accountability
  • Instills Trust
  • Interpersonal Savvy
  • Manages Complexity

    • Education

  • Matriculation Certificate (Matric)  (Required)

    • Closing Date

  • 09 October 2025
  • Sales / Retail / Business Development  jobs
    • Create a job alert for this search

    Financial Consultant • Pretoria, ZA

    Related jobs
    • Promoted
    OMF Financial Consultant (Hammanskraal)

    OMF Financial Consultant (Hammanskraal)

    Old MutualPretoria, ZA
    Job title : OMF Financial Consultant (Hammanskraal).Job Location : Gauteng, Pretoria.Provides advice on a specific range of products to a specific allocated market and are individually accountable ...Show moreLast updated: 15 days ago
    Microsoft Dynamics Financial Consultant

    Microsoft Dynamics Financial Consultant

    Decision IncMidrand, South Africa
    Quick Apply
    We are looking for a strong Functional Financial Consultant to join our projects team within Decision Inc.Our functional consultant will provide functional and technical consulting services, delive...Show moreLast updated: 19 days ago
    • Promoted
    Financial Controller

    Financial Controller

    Dante PersonnelMidrand, South Africa
    An Accounting tertiary qualification.Minimum of 3 years relevant experience.Understanding the trial balance, income statement and balance sheet. Implementing Stock / Export adjustments on TMS / Pastel.P...Show moreLast updated: 30+ days ago
    • Promoted
    OMF Financial Consultant (Silverton)

    OMF Financial Consultant (Silverton)

    Old MutualPretoria, ZA
    Job title : OMF Financial Consultant (Silverton).Job Location : Gauteng, Pretoria.Provides advice on a specific range of products to a specific allocated market and are individually accountable for...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Planning Manager

    Financial Planning Manager

    Network RecruitmentCenturion, South Africa
    What if your money worked as hard for you as you did to earn it? Thats the power of effective financial planning!.We are looking for a Financial Planner to help us put our resources to work strateg...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Manager

    Financial Manager

    The Recruitment Councilbryanston, Gauteng, South Africa
    Financial Mastermind Wanted! Join a Visionary Wealth & Investment Group as Their Next Financial Manager.A dynamic, high-performance financial services group is on the hunt for a.This diversifie...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Manager

    Financial Manager

    Medical Resources Group (Pty) LtdRandburg, South Africa
    Our client, a leading Medical Centre Group with.The successful candidate will ensure that all financial operations across the clinics are effectively controlled, reported, and compliant, enabling m...Show moreLast updated: 25 days ago
    • Promoted
    OMF Financial Consultant (Atteridgeville Nkomo Village)

    OMF Financial Consultant (Atteridgeville Nkomo Village)

    Old MutualPretoria, ZA
    Job title : OMF Financial Consultant (Atteridgeville Nkomo Village).Job Location : Gauteng, Pretoria.Provides advice on a specific range of products to a specific allocated market and are individua...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Manager | Bryanston

    Financial Manager | Bryanston

    The Recruitment Councilbryanston, Gauteng, South Africa
    The successful individual will work as an integral member of theteam, focusing on the financial function of the business. The primarily duties will be financial reporting, preparing monthly flash co...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Administrator

    Financial Administrator

    Bilnor LabourPretoria, South Africa
    Payroll & Employee Administration : .Checking time sheets and clocking records.Processing and verifying payroll using Intercode. Handling payroll queries and ensuring accurate salary payments.Subm...Show moreLast updated: 10 days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    People DimensionRandburg, South Africa
    A leading Financial Services company based in Johannesburg, is currently seeking a motivated, entrepreneurial and client-focused Financial Advisor to join their team. Provide financial planning and ...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Manager – Security Industry - Silverton

    Financial Manager – Security Industry - Silverton

    Talent EvolutionPretoria, South Africa
    Oversee and manage all financial operations, including accounting, budgeting, forecasting, and reporting.Lead and review daily, weekly, and monthly cash reconciliations, ensuring complete accuracy ...Show moreLast updated: 11 days ago
    • Promoted
    Financial Controller

    Financial Controller

    Flink RecruitmentSandton, South Africa
    Mailbox and Administrative Management : .Manage the administrative mailbox, responding to inquiries and taking necessary actions. Issue invoices in bulk or on an individual request basis.Email payment...Show moreLast updated: 28 days ago
    • Promoted
    Financial Administrator

    Financial Administrator

    People DimensionPretoria, South Africa
    Key roles and responsibilities : .Submission of CIPC Annual Returns.Submission of Beneficial Ownership Register (BOR) reports. Basic bookkeeping (Pastel knowledge would be an advantage).Filing and gen...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Manager

    Financial Manager

    Network RecruitmentPretoria, South Africa
    This leading manufacturer is dedicated to excellence in producing high-quality products.Their success is driven by operational efficiency, innovative production techniques, and a commitment to fina...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Consultant | Centurion

    Financial Consultant | Centurion

    The Recruitment Councilcenturion, Gauteng, South Africa
    The purpose of this role is to.FAIS required qualifications (preferably RE5 and COB3).Aspirations towards becoming a.Certified Financial Planner (CFP). It will be required that you are fit and prope...Show moreLast updated: 30+ days ago
    • Promoted
    OMF Client Relations Consultant (Atteridgeville Nkomo Village)

    OMF Client Relations Consultant (Atteridgeville Nkomo Village)

    Old MutualPretoria, ZA
    Job title : OMF Client Relations Consultant (Atteridgeville Nkomo Village).Job Location : Gauteng, Pretoria.To provide a positive customer experience by being helpful and sensitive to customer need...Show moreLast updated: 30+ days ago
    • Promoted
    AML / CFT Analyst

    AML / CFT Analyst

    Data CentrixPretoria, South Africa
    Degree (NQF 7) in Accounting, Audit, Law, Risk Management or other relevant discipline.Working experience in the collective investment, crypto asset or financial markets sectors.Solid experience in...Show moreLast updated: 30+ days ago