OMF Financial Consultant (Durban Field Street)

Old Mutual; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading company in South Africa is seeking a Financial Consultant in Durban. The role involves providing tailored advice on financial products, ensuring excellent customer service, and supporting business development. Ideal candidates will have strong consultative selling skills and a Matriculation Certificate. Join a diverse team dedicated to making a positive impact in the community.

Qualifications

• Must have a Matriculation Certificate.
• Strong customer service and consultative selling skills required.

Responsibilities

• Provide customer service and handle inquiries.
• Develop relationships with potential customers.
• Maintain accurate customer details in the CRM.

Skills

Consultative Selling

Customer Service

Sales Opportunities

Oral Communications

Customer Understanding

Education

Matriculation Certificate

Job description

OMF Financial Consultant (Durban Field Street)

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

Job Description

This role involves providing advice on a specific range of products to a designated market segment. The individual is responsible for achieving results through their own efforts.

Responsibilities

1. Customer Service: Carry out standard customer service activities and handle simple customer inquiries.
2. Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries.
3. Receiving Visitors: Welcome visitors and assist with their requests, referring complex matters to colleagues.
4. Customer Relationship Management (CRM) Data: Maintain accurate customer details in the system and document follow-up actions.
5. Customer Needs Clarification: Interview customers to clarify their requirements following a sales script.
6. Customer Relationship Development / Prospecting: Make calls to potential customers to develop relationships and resolve queries and complaints.
7. Operational Compliance: Follow mandatory procedures to ensure quality standards and compliance with regulatory and internal codes.
8. Business Development: Support routine business development tasks following established procedures.
9. Sales Opportunities Creation: Identify potential customers through referrals and recommendations.
10. Data Exploration: Select and input data into spreadsheets or standard formats.
11. Network of Influence: Participate in and contribute to networks inside and outside the company.

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

Education

Matriculation Certificate (Matric)

Closing Date

20 May 2025, 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.

About the company

Old Mutual Limited is a pan-African investment, savings, insurance, and banking group.