Client-Focused Financial Consultant

Old Mutual Limited; Kariega; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual Limited in Uitenhage is seeking an OMF Financial Consultant to provide advice on a range of products to a defined market, achieving results through personal effort. You will handle customer inquiries and build relationships while following regulatory standards.

The role emphasizes customer service, needs clarification, prospecting, and describing CRM data; you will engage in outbound calls and ensure follow-ups are documented for ongoing client care.

Qualifications

• Interview customers using a multilevel sales script to clarify requirements.
• Carry out standard customer service activities and handle inquiries.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Responsibilities

• 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 information requests, referring complex matters to colleagues.
• Ensure CRM data accuracy and record follow-up actions and notes from sales calls.
• Identify potential customers by referrals and direct outreach to develop relationships.
• Follow mandatory procedures to ensure quality and regulatory compliance.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Tools

CRM Software

Job description

Old Mutual Limited in Uitenhage is seeking an OMF Financial Consultant to provide advice on a range of products to a defined market, achieving results through personal effort. You will handle customer inquiries and build relationships while following regulatory standards.

The role emphasizes customer service, needs clarification, prospecting, and describing CRM data; you will engage in outbound calls and ensure follow-ups are documented for ongoing client care.