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OMB Financial Consultant (Mthatha)

Old Mutual Finance (Pty) Ltd
Location 📍 mthatha, South-Africa
Posted 📅 June 22, 2026
Work Type ⏰ Full-time

Position Overview

Job Description

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Responsibilities

  • Customer Service: Carry out standard customer service activities and handle simple customer inquiries.
  • Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries.
  • Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
  • Customer Relationship Management (CRM) Data: Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
  • Customer Needs Clarification: Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
  • ...

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Job Details

Employment Type
Full-time
📊
Category
Other-General
🏠
Work Arrangement
On-site
📍
Location
mthatha, South-Africa