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Old Mutual

Financial Consultant (Mafikeng Main Street )

Nairobi, Kenya
Posted 23 hours ago
Closes: Jul 24, 2026
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Let's Write Africa's Story Together!

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

Job Description

Responsibilities

Customer Service

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

Solutions Analysis

Carry out standard customer service activities and handle simple customer inquiries.

Receiving Visitors

Assess compliance with established standards and protocols for routine inquiries.

Customer Relationship Management (CRM) Data

Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Customer Needs Clarification

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 Relationship Development / Prospecting

Interview the customer, following a multilevel sales script, to clarify the customer's requirements.

Operational Compliance

Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.

Business Development

Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

Sales Opportunities Creation

Carry out routine business development support tasks and assist others by following established procedures.

Data Exploration

Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Network of Influence

Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.

Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

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Skills

Competencies

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

Closing Date

29 June 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

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