OMF Financial Consultant (Gugulethu)

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

Job summary

A leading financial services company in Cape Town seeks a Customer Service Representative to provide customer support and develop relationships with clients. The ideal candidate has at least 1 year of sales or service experience, preferably in the retail or banking sectors. Responsibilities include handling inquiries, ensuring compliance, and maintaining customer data. Candidates should have a Matriculation Certificate and skills in consultative selling and customer relationship management.

Qualifications

• 1 year sales or service experience, preferably in the Retail, Banking & Financial Industries.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests.
• Ensure that basic customer details in the system are accurate.
• Interview the customer to clarify their requirements.
• Make calls to develop relationships with potential customers.
• Follow mandatory procedures to ensure quality standards.
• Carry out routine business development support tasks.
• Identify potential customers through information and referrals.
• Input data into spreadsheets or standard formats.
• Participate in and contribute to a network of contacts.

Skills

Consultative Selling

Customer Complaint Management

Customer Relationship Management (CRM) Software

Customer Service

Upselling

Education

Matriculation Certificate (Matric)

Job description

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 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.

Minimum Requirements :

1 year sales or service experience (preferably in the Retail, Banking & Financial Industries)

Skills

Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling

Competencies

Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

Matriculation Certificate (Matric) (Required)

Closing Date

11 August 2025 , 23 : 59