OMF Financial Consultant at Old Mutual Durban

OMF Financial Consultant – Durban City View (x3)

📍 Location: Durban, South Africa
🕓 Time Type: Full-time
🆔 Job Requisition ID: JR-72067
📅 Posted: 4 Days Ago
⏳ Closing Date: 15 October 2025, 23:59

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Let’s Write Africa’s Story Together!

Old Mutual is committed to the African opportunity, and our diverse team reflects this vision. We are seeking motivated individuals to join us as OMF Financial Consultants in Durban City View.

This role provides advice on a specific range of products to an allocated market, with individual accountability for achieving results through your own efforts.

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Key Responsibilities

Customer Service

• Handle standard customer service activities and respond to simple inquiries.
• Receive visitors, provide information, and refer complex matters to colleagues.

Solutions Analysis

• Assess compliance with established standards and protocols for routine inquiries.

Customer Relationship Management (CRM)

• Ensure customer data is accurate in the system.
• Document follow-up actions and record outcomes of sales interactions.

Customer Needs Clarification

• Interview customers using a multi-level sales script to clarify requirements.

Customer Relationship Development / Prospecting

• Reach out to potential customers via phone or in person to develop relationships.
• Act as the first point of contact for resolving queries and complaints.

Operational Compliance

• Follow mandatory procedures to ensure quality standards and regulatory adherence.

Business Development

• Assist with routine business development tasks and support colleagues.

Sales Opportunities Creation

• Identify potential customers through referrals, recommendations, and existing contacts.

Data Exploration

• Collect and input relevant data into spreadsheets or standard formats.

Network of Influence

• Participate in and contribute to a network of people, technologies, and ideas both inside and outside the company.

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Skills & Competencies

• Consultative Selling
• Customer Feedback Management
• Customer Service & Understanding
• Evaluating Information
• Identifying Customer Needs & Sales Opportunities
• Oral Communication & Probing Questions
• Sales Data Management & Software
• Strategic Selling & Strengthening Customer Relationships

Competencies:

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

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Education

• Matriculation Certificate (Matric)

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📢 Employment Equity:
The appointment will be made in line with the Employment Equity Plan of Old Mutual South Africa and the relevant business unit.