Financial Consultant (Omf Boardwalk Mall)

Old Mutual; Gqeberha; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services organization is seeking a Financial Consultant to provide tailored advice and support to customers. This role involves customer service, relationship management, and business development tasks to enhance customer satisfaction and drive sales. The ideal candidate will have strong communication skills and a focus on customer-centric selling.

Qualifications

• NQF Level 4 - Grade 12 or equivalent required.

Responsibilities

• Provide customer service and handle inquiries.
• Maintain accurate customer details in the system.
• Identify potential customers through referrals.

Skills

Ability to Sell

Communication

Customer Centric Selling

Digital Savvy

Interpersonal Relationship Management

Numeracy

Sales

Education

NQF Level 4 - Grade 12

Job description

Financial Consultant (Omf Boardwalk Mall) page is loaded

Financial Consultant (Omf Boardwalk Mall)

Apply locations Port Elizabeth posted on Posted Yesterday job requisition id JR-66394

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 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 various requests, referring complex matters to colleagues.
4. Customer Relationship Management (CRM) Data: Maintain accurate customer details in the system, noting follow-up actions and interactions during sales calls.
5. Customer Needs Clarification: Interview customers using a sales script to understand their requirements.
6. Customer Relationship Development / Prospecting: Make calls to potential customers to develop relationships and serve as the first point of contact for queries and complaints.
7. Operational Compliance: Follow mandatory procedures to ensure quality standards and compliance with regulations 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 relevant data into spreadsheets or standard formats.
11. Network of Influence: Participate in and contribute to a network of contacts, technologies, and ideas both inside and outside the company.

Skills

• Ability to Sell
• Communication
• Company Policies
• Credit Policies
• Customer Centric Selling
• Digital Savvy
• Interpersonal Relationship Management
• Numeracy
• Sales

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!

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Old Mutual is a premier African financial services organization offering a broad spectrum of solutions to retail and corporate clients across 14 countries. Our operations include Life and Savings, Property and Casualty, Asset Management, and Banking and Lending. Rooted in our purpose of Championing Mutually Positive Futures Every Day, we believe that a great customer experience starts with a great employee experience.