OMF Financial Consultant (Elukwatini)

Old Mutual Life Assurance Company (SA) Ltd (PFA)

eLukwatini

On-site

ZAR 180,000 - 240,000

Full time

2 days ago

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Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) seeks a results-driven Professional to handle customer inquiries, manage CRM data, and develop relationships with prospects. You will interview clients, identify needs, and follow established procedures to ensure service quality.

The role emphasizes consultative selling, data accuracy, and timely responses, with focus on regulatory compliance and cross-functional collaboration within the organization.

Qualifications

Experience in consultative selling and customer relationship management.
Ability to understand customer requirements and translate into solutions.
Strong communication and data handling skills.

Responsibilities

Provide customer service and handle inquiries promptly.
Assess compliance with standards for routine inquiries.
Receive visitors and assist with information requests.
Ensure CRM data is accurate and notes follow-up actions.
Interview customers to clarify requirements using a multilevel script.
Develop relationships and prospect new customers.
Follow mandatory procedures for regulatory compliance.
Support routine business development tasks and procedures.
Identify potential customers and sales opportunities.
Input data into spreadsheets or standard formats.
Participate in a network of people and ideas inside/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

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

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.

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 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.