OMF Financial Consultant (Durban Pipeline)

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

Job summary

A leading financial services company in Durban is looking for a dedicated individual to provide customer service and manage customer inquiries. The ideal candidate should have a Matriculation Certificate and possess strong consultative selling skills as well as excellent customer relationship management abilities. This role is crucial for building and maintaining customer satisfaction and loyalty.

Qualifications

• Strong customer service skills and ability to manage inquiries effectively.
• Excellent consultative selling skills, with the capability to develop customer relationships.
• Competence in utilizing sales data management tools.

Responsibilities

• Provide customer service and handle inquiries.
• Assess compliance with established standards and protocols.
• Develop customer relationships through proactive prospecting.
• Follow mandatory procedures for operational compliance.

Skills

Consultative Selling

Customer Service

Sales Software

Customer Feedback Management

Strengthening Customer Relationships

Identifying Sales Opportunities

Education

Matriculation Certificate

Job description

Job Description

Let’s Write Africa’s Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

• 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 customer's 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)

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!