OMF Financial Consultant Daveyton Mall Branch

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

Job summary

Old Mutual is seeking a Financial Consultant in Benoni. This role focuses on delivering high-quality customer service, developing relationships with potential clients, and ensuring compliance with operational standards. Candidates should possess an NQF Level 4 qualification and demonstrate strong consultative selling skills. This full-time position offers opportunities for growth within a leading financial institution.

Qualifications

• NQF Level 4 or equivalent required.
• Customer service and consultative selling experience expected.

Responsibilities

• Provide routine customer service and manage inquiries.
• Develop customer relationships and ensure operational compliance.
• Conduct business development support tasks.

Skills

Customer Service

Consultative Selling

Customer Understanding

Oral Communications

Sales Data Management

Education

NQF Level 4 Grade 12 School leaving Certificate

Job description

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 followup 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.

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 CustomerFocused 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

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Interpersonal Savvy

Manages Complexity

Education

NQF Level 4 Grade 12 School leaving Certificate National or Occupational Certificate or equivalent

Closing Date

04 May 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

Employment Type : Full-Time

Experience : years

Vacancy : 1

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Financial Consultant • Benoni, Gauteng, South Africa