Now Hiring: OMF Financial Consultant in Pietermaritzburg
Are you ready to take your career in finance to the next level? Old Mutual Finance is now hiring a Financial Consultant in Pietermaritzburg, offering a full-time role for a dynamic individual passionate about financial services, customer support, and business development. With applications closing on 24 June 2025, this is your opportunity to be part of a team that is helping to write Africa’s success story.
A Career That Makes a Difference
Old Mutual believes in the power of African potential and reflects this belief through its diverse team and client-focused approach. As a Financial Consultant, you’ll be responsible for providing tailored financial advice to clients in an allocated market. You will also play a vital role in developing relationships, identifying client needs, and offering solutions that create long-term value.
Key Responsibilities
In this role, you will:
- Provide excellent customer service by handling inquiries and offering clear, helpful financial advice.
- Develop customer relationships through telephone and in-person interactions, ensuring each client feels valued and understood.
- Assist with CRM data accuracy by updating client records and logging follow-up actions.
- Conduct needs analysis using a structured sales script to understand individual customer requirements.
- Generate new leads by connecting with potential clients, securing referrals, and building your professional network.
- Ensure operational compliance with internal policies and external regulations.
- Support business development activities by following established procedures and identifying new opportunities.
- Maintain sales data and input relevant information into spreadsheets or standard software formats.
What You Need to Succeed
To qualify for this opportunity, you should have:
- An NQF Level 5 qualification (Higher, Advanced, or Occupational Certificate, or equivalent).
- Strong interpersonal skills and the ability to communicate effectively.
- A customer-focused attitude with a keen interest in identifying and solving financial needs.
- Confidence in using sales software and data management tools.
- A talent for strategic selling and a natural ability to build trust and rapport.
Experience in financial services, consultative selling, or customer relationship management will be an advantage, but what truly matters is your dedication to helping others achieve financial security and success.
Why Join Old Mutual?
By joining Old Mutual, you become part of a company that values accountability, trust, innovation, and growth. You’ll enjoy a structured environment with opportunities to build your career, sharpen your skills, and make a real impact in your community.
Apply Now – Don’t Miss the Deadline!
If you’re ready to grow professionally while empowering others with financial knowledge, this is your moment. Applications close at 23:59 on 24 June 2025.
Location: Pietermaritzburg
Job Type: Full-Time
Job ID: JR-67890
Closing Date: 24 June 2025
Start your journey with Old Mutual today — and help shape a brighter financial future for all.
