OMF Financial Consultant (Oudtshoorn)

Old Mutual; George; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading company in South Africa seeks a dedicated individual to provide customer service and sales support. The role focuses on building customer relationships, ensuring compliance, and identifying sales opportunities. Ideal candidates will possess strong consultative selling skills and a Matriculation Certificate. Join us in making a difference in the community.

Qualifications

• Matriculation Certificate required.
• Strong customer service skills needed.

Responsibilities

• Provide customer service and handle inquiries.
• Maintain accurate customer details and document follow-ups.
• Identify potential customers and develop relationships.

Skills

Consultative Selling

Customer Service

Sales Opportunities

Oral Communications

Customer Understanding

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

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. Key responsibilities include:

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 various information requests, referring complex matters to colleagues.
4. Customer Relationship Management (CRM) Data: Maintain accurate customer details in the system and document follow-up actions and notes during sales calls.
5. Customer Needs Clarification: Interview customers to clarify their requirements using a multilevel sales script.
6. Customer Relationship Development / Prospecting: Reach out to potential customers via calls or in person 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 information gathering, referrals, and recommendations.
10. Data Exploration: Select and input relevant data into spreadsheets or standard formats.
11. Network of Influence: Participate in and contribute to networks within and outside the company to leverage relationships, 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

Competencies

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

Education

Matriculation Certificate (Matric) (Required)

Closing Date

22 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!