Omf Financial Consultant

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

Job summary

A leading financial services company in Pretoria is seeking a customer service representative to handle inquiries, develop customer relationships, and ensure operational compliance. The ideal candidate will possess strong communication and sales skills, along with a National Certification. This role offers the opportunity to be the first point of contact for customers and support business development efforts.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information.
• Ensure that basic customer details held in the system are accurate.
• Interview the customer to clarify the customer's requirements.
• Make calls to allocated potential customers to develop relationships.
• Provide a first point of contact for resolving customer queries and complaints.
• Follow mandatory procedures to ensure quality standards.
• Carry out routine business development support tasks.
• Identify potential customers by obtaining information and referrals.
• Select appropriate data and input into spreadsheets.

Skills

Ability to Sell

Communication

Company Policies

Credit Policies

Customer Centric Selling

Interpersonal Relationship Management

Numeracy

Sales

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

National Certification (Nat Cert)

Job description

Job Description

Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Responsibilities

• Customer Service: Carry out standard customer service activities and handle simple customer inquiries.
• Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries.
• Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Customer Relationship Management (CRM) Data: Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
• Customer Needs Clarification: Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Customer Relationship Development / Prospecting: Make calls (by telephone or in person) to allocated potential customers to develop relationships.
• Provide a first point of contact for resolving customer queries and complaints.
• Operational Compliance: Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Business Development: Carry out routine business development support tasks and assist others by following established procedures.
• Sales Opportunities Creation: Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Data Exploration: Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• Network of Influence: Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills & Competencies

• Ability to Sell (Inactive)
• Communication
• Company Policies
• Credit Policies
• Customer Centric Selling
• Digital Savvy (Inactive)
• Interpersonal Relationship Management
• Numeracy
• Sales
• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

National Certification (Nat Cert) (Required)

Closing Date: 19 November