OMF Financial Consultant (Bloemfontein Pipeline)

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

Job summary

A leading financial services company in Bloemfontein seeks a customer-oriented advisor to provide product advice and manage customer relationships. Key responsibilities include handling inquiries, developing customer relationships, and ensuring service quality. Candidates must have a Matriculation Certificate and excellent communication skills. This position offers a unique opportunity to contribute to the company's mission of unlocking Africa's potential.

Qualifications

• Strong ability in consultative selling and customer service.
• Experience in evaluating customer feedback and identifying needs.
• Ability to manage complex customer interactions effectively.

Responsibilities

• Provide advice on a specific range of products to customers.
• Handle customer inquiries and ensure data accuracy.
• Conduct business development and maintain customer relationships.

Skills

Consultative Selling

Customer Feedback Management

Customer Focused

Customer Understanding

Sales Software

Education

Matriculation Certificate (Matric)

Job description

Overview

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 specific allocated market and are individually accountable for achieving results through their own efforts.

Responsibilities

• Provide advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• 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, referring more complex matters to colleagues.
• 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.
• Interview the customer, following a multilevel sales script, to clarify the customer\'s requirements.
• 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.
• 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.
• Carry out routine business development support tasks and assist others by following established procedures.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• 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

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)

Closing Date

18 September 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!