OMF Financial Consultant( Durban Smith Street)

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

Job summary

Old Mutual is seeking a customer-focused individual to join their team in Durban. The role involves providing customer service and sales support, ensuring client needs are understood and met through effective communication and relationship management. A high school education is required, along with strong consultative selling skills.

Qualifications

• Strong customer feedback management and sales data management skills.
• Ability to identify customer needs and create sales opportunities.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Support routine business development tasks and follow mandatory compliance procedures.

Skills

Consultative Selling

Customer Service

Customer Focus

Sales Software

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

This role involves providing advice on a specific range of products to an allocated market. The individual is responsible for achieving results through their efforts. Key responsibilities include:

• 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 customer details are accurate and note follow-up actions and notes during sales calls.
• Customer Needs Clarification: Interview customers to clarify their requirements following a sales script.
• Customer Relationship Development / Prospecting: Make calls to potential customers to develop relationships and resolve queries and complaints.
• Operational Compliance: Follow mandatory procedures to ensure quality standards and compliance with regulatory and internal codes.
• Business Development: Support routine business development tasks following established procedures.
• Sales Opportunities Creation: Identify potential customers through information, referrals, and recommendations.
• Data Exploration: Select and input data into spreadsheets or formats.
• Network of Influence: Participate in and contribute to networks 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!