OMF Financial Consultant (Durban Field Street)

Old Mutual South Africa; Durban; On-site; ZAR 200 000 - 350 000; Full time

Job summary

A leading company in South Africa is seeking a customer-focused professional to provide advice on products and enhance customer relationships. The role involves customer service, business development, and operational compliance. Ideal candidates will possess strong consultative selling skills and a Matriculation Certificate. Join us in writing Africa's story together!

Qualifications

• Matriculation Certificate required.
• Consultative selling and customer service skills needed.

Responsibilities

• Carry out standard customer service activities and handle inquiries.
• Make calls to potential customers to develop relationships.
• Ensure compliance with quality standards and regulatory procedures.

Skills

Consultative Selling

Customer Service

Oral Communications

Sales Software

Strategic Selling

Education

Matriculation Certificate (Matric)

Job description

Let's Write Africa's Story Together!

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

Job Description

Provides advice on a specific range of products to a designated market segment and is individually accountable 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: Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
4. Customer Relationship Management (CRM) Data: Ensure that basic customer details in the system are accurate; document follow-up actions and notes from sales calls.
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 regulatory compliance.
8. Business Development: Support routine business development tasks following established procedures.
9. Sales Opportunities Creation: Identify potential customers through information, referrals, and recommendations.
10. Data Exploration: Select and input data into spreadsheets or standard formats.
11. Network of Influence: Participate in and contribute to internal and external networks of people, technologies, and ideas.

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

Core 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

Note: The appointment will be made in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.