Financial Consultant – Old Mutual (Phuthaditjhaba)
- Company: Old Mutual
- Location: Phuthaditjhaba, Free State
- Job Type: Full-time
- Job Requisition ID: JR-80171
- Closing Date: 16 June 2026 (23:59)
Job Overview
Old Mutual is seeking a Financial Consultant to join their team in Phuthaditjhaba. The role focuses on providing financial advice on a defined range of products to an allocated market. The consultant is responsible for building customer relationships, identifying sales opportunities, and achieving performance targets through direct engagement with clients.
Key Responsibilities
Customer Service & Support
- Handle routine customer enquiries and provide standard service support
- Assist visitors and refer complex issues to appropriate teams
- Resolve basic customer complaints and queries
Sales & Business Development
- Contact potential customers via phone or in person
- Identify sales opportunities through referrals and networking
- Conduct structured sales interviews using approved scripts
- Develop and maintain customer relationships
CRM & Administration
- Capture and update customer information in CRM systems
- Record follow-up actions and sales call notes
- Input and manage basic data in spreadsheets or standard formats
Compliance & Operations
- Follow company procedures and regulatory requirements
- Ensure adherence to internal policies and service standards
- Support business development activities using established processes
Skills Required
- Consultative selling
- Customer relationship management
- Strong communication (oral and written)
- Sales opportunity identification
- Customer-focused mindset
- Data management and CRM systems
- Problem-solving and information evaluation
Competencies
- Customer focus
- Accountability
- Networking ability
- Interpersonal effectiveness
- Trust building
- Communication skills
- Ability to manage complexity
Minimum Requirements
- NQF Level 5 qualification (Higher Certificate / Advanced Certificate / Occupational Certificate or equivalent)