OMF Financial Consultant Grahamstown

Old Mutual; Makhanda; On-site; ZAR 25,000 - 45,000; Full time

Job summary

Old Mutual is seeking a Financial Consultant to provide expert advice and achieve results through dedicated customer relations and business development efforts. This full-time role involves delivering exceptional customer service, networking, and compliance with operational standards in a supportive environment aimed at enhancing client engagement and satisfaction.

Qualifications

• Minimum requirement of Matric qualification.
• Skills in customer service and sales are essential.
• Experience in business development and consultative selling preferred.

Responsibilities

• Provide advice on products to allocated market and achieve results.
• Carry out customer service activities and handle inquiries.
• Develop relationships with potential customers through calls and visits.

Skills

Customer Service

Sales

Business Development

Consultative Selling

Customer Relationship Development

Education

Matriculation Certificate (Matric)

Job description

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 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 followup 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 customers 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.

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

Business Development Consultative Selling Customer Feedback Management CustomerFocused Customer FollowUps Customer Inquiries Customer Queries Customer Relationship Development Customer Relationships Customer Service Customer Understanding Evaluating Information Identifying Customer Needs Identifying Sales Opportunities Oral Communications Probing Questions Qualifying Prospects Sales Sales Data Management Sales Software Strategic Selling Strengthening Customer Relationships

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Interpersonal Savvy

Manages Complexity

Education

Matriculation Certificate (Matric) (Required)

Closing Date

22 April 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!

Required Experience :

Contract

Key Skills

Employment Type : Full-Time

Experience : years

Vacancy : 1

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Financial Consultant • Grahamstown, Eastern Cape, South Africa