OMF Financial Consultant (Piet Retief)

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 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.
• 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

Competencies

Education

Closing Date

10 November 2025, 23 : 59

Note : 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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