OMF Financial Consultant (Hermanus) Talent Pool

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 a range of customer service activities, including handling customer cases and inquiries that are more complex or outside the norm. Solutions Analysis Find the most effective ways to respond to routine functional inquiries. Involves following procedures and precedents. Receiving Visitors Receive and screen visitors, answering routine questions, providing information, or directing requests elsewhere. Customer Relationship Management (CRM) Data Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities. Customer Needs Clarification Interview the customer, following a complex multilevel sales script, to clarify the customer's requirements, or assist in conducting interviews with potential customers, making detailed notes to collect client requirements. Operational Compliance Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards. Business Development Deliver support services (mostly of a routine nature) by using business development systems and protocols designed to create long-term value for the organization and its customers, markets, and relationships. Sales Opportunities Creation Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences. Data Exploration Produce accurate reports for others by collecting data from a variety of standard sources and inputting that data into 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. Customer Relationship Development / Prospecting Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints. Minimum Requirements National Senior Certificate or; (Equivalent NQF level 4) Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries) Ability to sell Sales inclination Digitally savvy Able to deal with complexity Communication skills Customer Centric expertise Interpersonal and Relationship management skills Basic Numeracy skills Demonstrated track record of engaging in a sales and client facing environment Skills Accountability, Building Networks, Building Trust, Complexity Management, Consultative Selling, Customer Communications, Customer Feedback, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Interpersonal Awareness, Oral Communications, Organizational Savvy, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Stakeholder Management, Strategic Selling, Strengthening Customer Relationships, Work Processes Competencies Balances Stakeholders Builds Networks Communicates Effectively Customer First Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Education Closing Date 29 April 2026 , 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. The Old Mutual Story! Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.