OMF Financial Consultant- Old Mutual x1
Job Details
- Job Title: OMF Financial Consultant (Pipeline)
- Company: Old Mutual
- Location: Bloemfontein
- Job Type: Talent Pipeline (future opportunities)
- Job ID: JR-78210
- Closing Date: 28 May 2026
Job Description
This role is focused on selling financial products and providing basic financial advice to clients within a specific market.
You will:
- Work independently to achieve sales targets
- Build and maintain customer relationships
- Identify and convert sales opportunities
- Ensure compliance with financial regulations
It’s a target-driven, client-facing sales role in the financial services industry.
Key Responsibilities
1. Sales & Business Development
- Identify and approach potential clients
- Generate leads through referrals and networking
- Create and convert sales opportunities
- Achieve individual sales targets
2. Customer Relationship Management
- Build and maintain client relationships
- Act as the first point of contact for clients
- Handle basic customer queries and complaints
3. Customer Needs Analysis
- Interview clients to understand their needs
- Use structured sales scripts to guide conversations
- Recommend suitable financial products
4. CRM & Data Management
- Capture and update customer information
- Record interactions and follow-ups
- Maintain accurate sales records
5. Prospecting & Networking
- Contact potential clients (calls or in-person)
- Build a strong network for future sales
- Leverage referrals and recommendations
6. Compliance & Quality Assurance
- Follow company policies and procedures
- Ensure compliance with financial regulations
- Maintain ethical sales practices
7. Administrative Support
- Capture data into systems and spreadsheets
- Support routine business development tasks
- Assist with reporting where required
Minimum Requirements
Education
- Matric (Grade 12)
Key Skills
- Consultative selling
- Customer service and relationship building
- Communication and interpersonal skills
- Sales prospecting and lead generation
- Data capturing and CRM usage
- Problem-solving and customer engagement
Key Competencies
- Customer-focused mindset
- Strong communication skills
- Accountability and self-management
- Networking and relationship building
- Ability to manage multiple tasks