Omf Financial Consultant (Greytown)

Old Mutual; Wellington; Presencial; NZD 50 000 - 70 000; Tempo integral

Resumo da oferta

Old Mutual in Wellington, NZ seeks a customer-focused professional to advise on a range of products and manage routine inquiries through CRM data entry and proactive outreach.

You will interview customers to clarify requirements, identify needs and sales opportunities, and support business development while adhering to standards and regulatory requirements. Networking and accurate data handling are essential in this role.

Qualificações

• Experience in consultative selling and building customer relationships.
• Ability to identify customer needs and sales opportunities.
• Familiarity with CRM data management and data entry.

Responsabilidades

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with information requests.
• Ensure that basic customer details in the CRM are accurate and note follow-ups.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Carry out routine business development support tasks following established procedures.
• Identify potential customers by referrals and recommendations.
• Input data into spreadsheets or standard formats.
• Participate in networking to leverage connections inside and outside the company.

Conhecimentos

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Evaluating Information

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Formação académica

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Ferramentas

CRM Software

Sales Software

Descrição da oferta de emprego

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.

Customer Relationship Development / Prospecting

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.

Operational Compliance

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.

Business Development

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

Sales Opportunities Creation

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

Data Exploration

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

Network of Influence

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

Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

21 October 2026 , 23:59