OMF Financial Consultant (OMF Brackenfell)

In brief

**Overview** This role is for an OMF Financial Consultant at Old Mutual, specifically located in Brackenfell. The consultant is responsible for providing advice on a specific range of products to an allocated market. Individuals in this role are held 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)** * **Education:** Matriculation Certificate (Matric) * **Skills:** Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships * **Competencies:** Balances Stakeholders, Builds Networks, Communicates Effectively, Customer Focus, Ensures Accountability, Instills Trust, Interpersonal Savvy, Manages Complexity **Who should apply** The ideal candidate is someone who is individually accountable and driven to achieve results through their personal efforts. They should possess strong customer-focused skills, including service, understanding, and relationship management, coupled with proficiency in consultative and strategic selling. Candidates should be adept at identifying customer needs, creating sales opportunities, and qualifying prospects. Strong oral communication skills, a proven ability to build and leverage networks, and careful data management are essential. The role requires someone who can ensure operational compliance, manage complexity, and build trust while effectively communicating and balancing stakeholder needs. **Deadline** 15 October 2026, 23:59 **Reference** Original posting: https://www.myjobmag.co.za/job/omf-financial-consultant-omf-brackenfell-old-mutual Source: myjobmag

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At a glance

• Customer service

Extracted automatically from the advert; confirm requirements on the original listing.

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