OMF Financial Consultant( Durban Smith Street)

Old Mutual South Africa; Durban; On-site; ZAR 250,000 - 350,000; Full time

Job summary

Old Mutual South Africa invites applications for a role focused on customer service and sales within a dynamic market. The position requires engaging with potential customers, delivering exceptional service, and ensuring compliance with operational standards. Ideal candidates will possess strong consultative selling skills and a customer-focused approach, necessitating a high school education. This role presents an opportunity to contribute to Old Mutual’s mission while building valuable professional relationships.

Qualifications

• High School (Grade 12) is the minimum educational requirement.
• Strong customer service and consultative selling skills are essential.
• Ability to identify customer needs and sales opportunities.

Responsibilities

• Responsible for customer inquiries, relationship management, and ensuring accuracy of customer data.
• Engage in business development through prospecting and initiating contact with potential customers.
• Follow operational compliance and contribute to achieving sales targets.

Skills

Consultative Selling

Customer Service

Customer Relationship Management

Problem Solving

Oral Communications

Identifying Customer Needs

Sales Opportunities Identification

Education

High School (Grade 12)

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.

Job Description

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

Responsibilities

1. Customer Service: Carry out standard customer service activities and handle simple customer inquiries.
2. Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries.
3. Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
4. Customer Relationship Management (CRM) Data: Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions promised, along with notes of actions taken during each sales call.
5. Customer Needs Clarification: Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
6. 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.
7. 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.
8. Business Development: Carry out routine business development support tasks and assist others by following established procedures.
9. Sales Opportunities Creation: Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
10. Data Exploration: Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
11. 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

High School (Grade 12)

Closing Date

18 June 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!