OMF Financial Consultant; OMF Field

Job Location:

Durban, Kwa Zulu-Natal, South Africa Final date to receive applications:
February 27, 2026 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.

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

• Assess compliance with established standards and protocols for routine inquiries.

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

• 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.

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

• 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.

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

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

• 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.

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

• Matriculation Certificate (Matric)

• 22 December 2025