Financial Consultant at The Old Mutual Insure, Apply now!

Job Details

📌 Job Title: OMF Financial Consultant (Klerksdorp Evergreen)
🏢 Company: Old Mutual South Africa
📍 Location: Klerksdorp, North West, South Africa
💼 Job Type: Full-Time
🕒 Workplace Type: On-site
📊 Industry: Financial Services / Sales
🆔 Reference Number: JR-78216
📅 Closing Date: 29 June 2026

Company Overview

Old Mutual South Africa is one of the continent’s leading financial services providers, offering insurance, investment, and banking solutions. With a strong heritage rooted in Africa, the company is committed to empowering individuals and communities through accessible financial products and services.

Old Mutual continues to expand its footprint while fostering a diverse and inclusive workforce that reflects the markets it serves.

Job Overview

Old Mutual is seeking a Financial Consultant for its Klerksdorp Evergreen branch. The role focuses on providing financial advice, building client relationships, and driving sales performance within a defined market segment.

The successful candidate will engage directly with clients, identify financial needs, and offer suitable product solutions while maintaining high service standards.

Key Responsibilities

• Provide customer service and handle basic client inquiries
• Conduct needs analysis and clarify customer requirements
• Build and maintain strong client relationships
• Prospect new customers through calls and referrals
• Identify and develop sales opportunities
• Maintain accurate CRM records and customer data
• Ensure compliance with company and regulatory standards
• Support business development initiatives
• Participate in networking and relationship-building activities
• Manage customer interactions professionally and efficiently

Qualifications

Education:

• Matric / Grade 12 (essential)

Experience:

• Sales or customer service experience (advantageous)

Skills:

• Strong communication and interpersonal skills
• Consultative selling and customer engagement ability
• Ability to identify and convert sales opportunities
• Strong organisational and data management skills
• Customer-focused and results-driven mindset
• Ability to build long-term client relationships

CV Tips

• Highlight your sales or financial services experience
• Include achievements such as targets achieved or client growth
• Showcase your communication and relationship-building skills
• Emphasise CRM or customer data experience
• Tailor your CV to reflect interest in financial advisory roles

Benefits of Joining the Company

• Opportunity to build a career in financial services
• Work with a leading African financial brand
• Training and development opportunities
• Exposure to sales, advisory, and client relationship management
• Inclusive and performance-driven environment

Company Policy

Old Mutual is committed to Employment Equity and transformation in South Africa. Appointments are made in line with the company’s Employment Equity Plan.

All applications are handled confidentially, and only shortlisted candidates will be contacted. Recruitment is conducted fairly and in accordance with company and regulatory standards.