- Job Type Full Time
- Qualification First School Leaving Certificate , Higher National Certificate , Matric , National Certificate
- Experience
- Location Gauteng
- City Pretoria
- Job Field Consultancy , Finance / Accounting / Audit
OMF Financial Consultant ( Soshanguve Crossing) at Old Mutual
OMF Financial Consultant ( Soshanguve Crossing)
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.
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
Education
- NQF Level 4 – Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
19 January 2026 , 23:59
Method of Application
Interested and qualified? Go to Old Mutual on oldmutual.wd3.myworkdayjobs.com to apply

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