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About the Organisation
Old Mutual is a leading financial services group rooted in Africa with a strong heritage of more than 175 years. The company provides a broad spectrum of financial solutions to retail and corporate customers across key markets. Old Mutual is committed to creating a diverse and inclusive workforce and is a firm believer in the African opportunity, working together to write Africa's growth story.
OMF Financial Consultant job at Old Mutual | Apply Now
South Africa
UAP Old Mutual Life Assurance is a leading provider of life insurance and investment solutions in East Africa, committed to helping individuals and businesses protect their financial futures. With a strong reputation for trust and reliability, the company has earned widespread recognition for its customer-centric approach and innovative financial products. Known for fostering a collaborative, inclusive, and dynamic work culture, UAP Old Mutual Life Assurance offers its employees a chance to grow professionally while contributing to the organization’s purpose of improving the financial well-being of its customers.
With a rich history dating back to 1947, the company has evolved through key mergers and partnerships, including its acquisition by Old Mutual in 2015, to become a market leader in the region. UAP Old Mutual Life Assurance’s business model focuses on delivering accessible and innovative life insurance products tailored to meet the diverse needs of its clients. The company operates across multiple African countries, reaching a wide customer base and continuing to expand its footprint. Core values such as integrity, innovation, customer focus, and responsibility underpin the company's operations, while its commitment to corporate social responsibility (CSR) is reflected in initiatives supporting community development, financial literacy, and sustainability. For more information, visit www.uapoldmutual.co.ug.
Are you looking for Finance jobs in South Africa 2025 today? then you might be interested in OMF Financial Consultant job at Old Mutual
Full Time
Deadline:
9 Jun 2025
Job Title
OMF Financial Consultant job at Old Mutual
Old Mutual
Job Description
The OMF Financial Consultant is responsible for offering advice on a specific range of financial products tailored to a specific customer segment. The successful candidate will be accountable for meeting set sales targets through proactive customer engagement, needs assessment, and relationship development. The role involves standard customer service activities, compliance with internal and external regulatory requirements, maintaining accurate CRM data, and supporting business development activities through referrals and prospecting. This is a customer-facing role that requires excellent interpersonal, communication, and consultative selling skills.
Duties, Roles and Responsibilities
Qualifications, Education and Competencies
See all details of the qualifications, competencies and education for this role under the "How to Apply" section below.
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How to Apply
Conduct standard customer service activities and resolve basic customer inquiries
Assess customer needs and provide solutions using a sales script and needs clarification techniques
Maintain and update accurate customer data and follow-up actions in CRM systems
Develop customer relationships through in-person and telephone calls
Support business development by identifying sales opportunities and generating referrals
Ensure compliance with quality standards, regulatory codes, and internal conduct requirements
Participate in networks that support innovation and influence
Assist with ad-hoc business support and data input tasks
SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
SERVICES
RESIDENTIAL
Education:
Matriculation Certificate (Matric) – Required
Skills and Competencies:
Consultative selling
Customer service and relationship management
Oral communication and probing questions
CRM and sales data management
Ability to identify customer needs and sales opportunities
Operational compliance and attention to detail
Builds networks and communicates effectively
Customer focus and accountability
Demonstrates trustworthiness and interpersonal savvy
Manages complexity in customer engagements
