Financial Consultant (Omf Boardwalk Mall)

Old Mutual South Africa; Gqeberha; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading company in South Africa is seeking a dedicated professional to provide customer service and support business development efforts. The role involves engaging with clients, ensuring compliance, and developing customer relationships. Ideal candidates will possess strong sales skills and a customer-centric approach.

Qualifications

• NQF Level 4 - Grade 12 or equivalent required.

Responsibilities

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

Skills

Ability to sell

Communication

Customer-centric selling

Digital savviness

Interpersonal relationship management

Numeracy

Sales skills

Education

NQF Level 4 - Grade 12

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 complex matters to colleagues.
4. Customer Relationship Management (CRM) Data: Ensure customer details in the system are accurate; record 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.
7. Operational Compliance: Follow mandatory procedures to meet quality standards and comply 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 internal and external networks of people, technologies, and ideas.

Skills

Ability to sell, communication, knowledge of company and credit policies, customer-centric selling, digital savviness, interpersonal relationship management, numeracy, sales skills.

Core Competencies

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

Education

NQF Level 4 - Grade 12, School Leaving Certificate, National or Occupational Certificate or equivalent (Required)

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.

The Old Mutual Story!