OMF Financial Consultant (Pinetown)

In brief

**Overview** This role at Old Mutual, an OMF Financial Consultant based in Pinetown, involves providing advice on a specific range of financial products to a specific allocated market. The consultant is individually accountable for achieving results through their own efforts. **What you will do** * 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. * 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 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. **Requirements (from the original advert)** * NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent **Who should apply** The ideal candidate is customer-focused with strong consultative selling skills, capable of understanding and identifying customer needs, and adept at managing customer feedback and strengthening customer relationships. They should possess excellent oral communication skills, including the ability to ask probing questions and qualify prospects. Familiarity with sales data management and sales software is beneficial. Essential competencies include balancing stakeholders, building networks, communicating effectively, ensuring accountability, instilling trust, interpersonal savvy, and the ability to manage complexity. **Deadline** 13 October 2026, 23:59 **Reference** Original posting: https://www.myjobmag.co.za/job/omf-financial-consultant-pinetown-old-mutual-1 Source: myjobmag

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• Customer service

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