OMF Financial Consultant (Bizana)

Old Mutual; Bizana; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A prominent financial services company in South Africa is seeking a candidate for a role focused on customer service and relationship management. Responsibilities include handling inquiries, maintaining accurate customer information, and identifying potential sales opportunities. Candidates should have effective communication skills and a strong customer focus. This position requires a high school education. Applications close on 18 August 2025.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Ensure customer details are accurate and record follow-up actions and notes.
• Interview customers to clarify their requirements.
• Make calls to potential customers to develop relationships.
• Provide a first point of contact for resolving customer issues.
• Follow mandatory procedures to ensure quality and compliance with regulations.
• Support routine business development tasks following established procedures.
• Identify potential customers through various sources.
• Input data into spreadsheets or formats.
• Participate in and contribute to networks inside and outside the company.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

High School

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 an allocated market. 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 inquiries.
2. Solutions Analysis: Assess compliance with standards and protocols for routine inquiries.
3. Receiving Visitors: Receive visitors and assist with information requests, referring complex matters to colleagues.
4. Customer Relationship Management (CRM) Data: Ensure customer details are accurate and record follow-up actions and notes.
5. Customer Needs Clarification: Interview customers to clarify their requirements.
6. Customer Relationship Development / Prospecting: Make calls to potential customers to develop relationships.
7. Customer Queries and Complaints: Provide a first point of contact for resolving customer issues.
8. Operational Compliance: Follow mandatory procedures to ensure quality and compliance with regulations.
9. Business Development: Support routine business development tasks following established procedures.
10. Sales Opportunities Creation: Identify potential customers through various sources.
11. Data Exploration: Input data into spreadsheets or formats.
12. Network of Influence: Participate in and contribute to networks inside and outside the company.

Skills and Competencies

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

Education

High School

Closing Date

18 August 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!