OMF Financial Consultant

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OMF Financial Consultant – Maponya Mall

Location: Johannesburg
Job Type: Full-time
Closing Date: 13 March 2025
Job Requisition ID: JR-63877


Purpose of the Position:

Old Mutual is looking for a Financial Consultant at Maponya Mall to provide financial advice on a specific range of products, ensuring excellent customer service and achieving individual sales targets.


Key Responsibilities:

  • Provide customer service by handling inquiries and assisting visitors.
  • Assess compliance with company standards for routine inquiries.
  • Maintain accurate customer details and update CRM data.
  • Interview customers to clarify their financial needs.
  • Develop relationships with potential customers through calls and in-person interactions.
  • Resolve customer queries and complaints.
  • Follow mandatory procedures to ensure quality and regulatory compliance.
  • Support business development by following established processes.
  • Identify potential customers through referrals and recommendations.
  • Participate in networking opportunities to strengthen customer relationships.

Minimum Requirements:

Education:

  • NQF Level 5 – Higher, Advanced, or Occupational Certificate (or equivalent).

Skills & Competencies:

  • Consultative selling
  • Customer service and relationship management
  • Sales data management
  • Identifying customer needs and sales opportunities
  • Strong communication and interpersonal skills
  • Ability to balance stakeholder needs and build networks

To apply: Submit your application before the closing date.


Click here to apply

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