OMF Financial Consultant (Brackenfell)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Cape Town; On-site; ZAR 250,000 - 400,000; Full time

Job summary

A leading financial services firm in Cape Town is seeking a Financial Consultant to provide customer service and develop client relationships. The role involves analyzing customer needs, ensuring compliance with standards, and supporting business development initiatives. Candidates must hold a Matriculation Certificate and possess strong communication and interpersonal skills. This full-time position offers potential for growth and development in the financial sector.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Welcome visitors and assist with various requests for information.
• Ensure customer details are accurate and record follow-up actions from sales calls.
• Interview customers using a sales script to understand their requirements.
• Make calls to potential customers to develop relationships.
• Follow mandatory procedures to meet quality standards and adhere to codes.
• Support routine business development tasks.
• Identify potential customers through referrals and recommendations.
• Select and input relevant data into standard 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

Matriculation Certificate

Job description

OMF Financial Consultant (Brackenfell) page is loaded

OMF Financial Consultant (Brackenfell)

Apply locations Cape Town | Full time | Posted Yesterday | Job Requisition ID: JR-68313

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Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

Job Description

The Financial Consultant 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

• 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: Welcome visitors and assist with various requests for information, referring complex matters to colleagues.
• Customer Relationship Management (CRM) Data: Ensure customer details are accurate and record follow-up actions and notes from sales calls.
• Customer Needs Clarification: Interview customers using a sales script to understand their requirements.
• Customer Relationship Development / Prospecting: Make calls to potential customers to develop relationships and resolve queries and complaints.
• Operational Compliance: Follow mandatory procedures to meet quality standards and adhere to regulatory and internal codes.
• Business Development: Support routine business development tasks following established procedures.
• Sales Opportunities Creation: Identify potential customers through referrals and recommendations.
• Data Exploration: Select and input relevant data into spreadsheets or standard formats.
• 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

Matriculation Certificate (Matric) is required.

Closing Date

31 July 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.

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