OMF Financial Consultant (Cofimvaba)-1

Old Mutual; Komani; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial services company is seeking a dedicated team member to provide customer service and sales support. The ideal candidate should have a Matriculation Certificate and experience in sales. You will handle inquiries, develop customer relationships, and ensure compliance with standards. This full-time position offers opportunities for professional growth within a supportive network.

Qualifications

• Required to have a Matriculation Certificate.
• Sales experience and direct sales background are necessary.

Responsibilities

• Carry out customer service activities and handle inquiries.
• Assess compliance with established standards.
• Receive visitors and assist with requests.
• Ensure accurate customer details in the system.
• Develop relationships with potential customers.
• Follow mandatory procedures for quality standards.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Identifying Sales Opportunities

Strategic Selling

Education

Matriculation Certificate (Matric)

Tools

Hyperion

Oracle EBS

Oracle

Workday

Job description

Overview

Lets Write Africas 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

• 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 customers 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

• 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) (Required)

Closing Date

09 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.

The Old Mutual Story!

Required Experience

Contract

Key Skills

• Sales Experience
• Direct Sales
• Hyperion
• Financial Services
• Financial Concepts
• Banking
• Oracle EBS
• Securities Law
• Peoplesoft
• Oracle
• Financial Management
• Workday

Employment Type : Full-Time

Experience : years

Vacancy : 1