Omf Financial Consultant (Howick)

Old Mutual; Auckland; Sur place; NZD 60 000 - 85 000; Plein temps

Résumé du poste

Old Mutual in Auckland seeks a customer-focused professional to advise on a range of products and develop relationships with allocated customers. You will handle standard inquiries, ensure CRM data accuracy, and support business development through proactive outreach.

Responsibilities include qualifying prospects, following scripts, and maintaining compliance with standard procedures while building networks and strengthening customer relationships.

Qualifications

• Interview the customer using a multilevel sales script to clarify requirements.
• Demonstrate ability to develop customer relationships and qualify prospects.
• Apply consultative selling techniques to identify sales opportunities.

Responsabilités

• 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, routing complex matters.
• Ensure basic CRM data accuracy and record follow-up actions from sales calls.
• Interview customers to clarify requirements following a scripted approach.
• Make calls to allocated potential customers to develop relationships and be first contact.
• Follow procedures to meet quality standards and regulatory codes.
• Carry out routine business development support tasks and follow procedures.
• Identify potential customers from information provided and referrals.
• Input data into spreadsheets or standard formats as required.
• Demonstrate value of networking within and outside the company.

Connaissances

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

Formation

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

Description du poste

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

10 November 2026 , 23:59