Omf Financial Consultant ( Daveyton Mall Branch )

Old Mutual South Africa; Gauteng; On-site; ZAR 20 000 - 40 000; Full time

Job summary

An established industry player is seeking a dynamic Financial Consultant to join their team. In this entry-level role, you will provide exceptional customer service, assist with inquiries, and develop relationships with potential clients. Your consultative selling skills will be crucial in identifying customer needs and creating sales opportunities. This full-time position offers a chance to grow within a supportive environment that values accountability and customer focus. If you're ready to embark on a rewarding career in finance and sales, this opportunity is perfect for you!

Qualifications

• NQF Level 4 or equivalent required.
• Entry-level position focusing on customer service and sales.

Responsibilities

• Provide customer service and handle inquiries.
• Develop customer relationships and identify sales opportunities.
• Ensure compliance with operational standards.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused Approach

Identifying Customer Needs

Sales Data Management

Oral Communication

Sales Software Usage

Strategic Selling

Education

NQF Level 4 - Grade 12

Job description

OMF Financial Consultant (Daveyton Mall Branch)

Job Description

Provides advice on a specific range of products to a designated market segment and is accountable for achieving results through personal efforts.

Responsibilities

1. Customer Service: Carry out standard customer service activities and handle simple inquiries.
2. Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries.
3. Receiving Visitors: Welcome visitors and assist with information requests, referring complex matters to colleagues.
4. Customer Relationship Management (CRM) Data: Ensure accuracy of customer details in the system and document follow-up actions.
5. Customer Needs Clarification: Interview customers to understand their requirements using a sales script.
6. Customer Relationship Development / Prospecting: Contact potential customers via phone or in person to build relationships.
7. Customer Query Resolution: Serve as the first point of contact for customer queries and complaints.
8. Operational Compliance: Follow mandatory procedures to meet quality standards and adhere to regulations and internal codes.
9. Business Development: Support routine business development tasks following established procedures.
10. Sales Opportunities Creation: Identify potential customers through information gathering, referrals, and recommendations.
11. Data Exploration: Select and input relevant data into spreadsheets or standard formats.
12. Network of Influence: Participate in and contribute to networking both inside and outside the company.

Skills

• Consultative Selling
• Customer Feedback Management
• Customer-Focused Approach
• Customer Understanding
• Evaluating Information
• Identifying Customer Needs
• Identifying Sales Opportunities
• Oral Communication
• Probing Questions
• Qualifying Prospects
• Sales Data Management
• Sales Software Usage
• Strategic Selling
• Strengthening Customer Relationships

Competencies

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

Qualifications

NQF Level 4 - Grade 12, School Leaving Certificate, National or Occupational Certificate or equivalent.

Additional Details

• Closing Date: 07 April, 23:59
• The appointment will align with the Employment Equity Plan of Old Mutual South Africa.
• Seniority Level: Entry level
• Employment Type: Full-time
• Job Function: Finance and Sales