Finance Consultant

Lets Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Minimum Requirements:

• Grade 12 with Commercial or Business related subjects, at least 25 points.

• Tertiary qualification will be an advantage.

• Code B Driver's license: Code C1 will be an added advantage.

• Minimum of 3 years related experience in business management, insurance or financial services and market sector.

• Experience in a local vernacular will be an advantage.

• Excellent all round communication skills.

• Computer literacy is essential.

• Good numerical ability.

• Ability to engage with people from different backgrounds.

• Have a strong team focus.

• Availability to work extended trading hours when required.

Job Specification:

• Provide clients with appropriate financial products.

• Provide financial education to clients and companies.

• Building client relationships by understanding and exceeding clients' needs and ensuring professionalism at all times.

• Service clients promptly and efficiently with a professional and friendly demeanor.

• Delivering world-class customer service excellence and ensuring legislative compliance at all times and provide clients with the appropriate financial products.

• Using appropriate interpersonal and communication techniques to gain client acceptance.

• Facilitate cross-selling of financial products.

• Continuously demonstrating energy and tenacity to achieve set targets within set timelines.

• Analyzing and keeping abreast of market trends while at the same time demonstrating flexibility and adaptability as required.

• Retain business and generate sales leads.

 

Skills

Accountability, Building Networks, Building Trust, Complexity Management, Consultative Selling, Customer Communications, Customer Feedback, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Interpersonal Awareness, Oral Communications, Organizational Savvy, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Stakeholder Management, Strategic Selling, Strengthening Customer Relationships, Work Processes

Competencies

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer First

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

Closing Date

14 August 2026 , 23:59

The Old Mutual Story!