OMF Financial Consultant (Hammanskraal)

Old Mutual South Africa; Pretoria; Sur place; ZAR 180 000 - 300 000; Plein temps

Résumé du poste

Old Mutual South Africa is seeking a customer-focused advisor to provide guidance on a range of products to a defined market. You will be accountable for achieving results through your own efforts and will handle inquiries with a view to building lasting relationships.

The role emphasizes consultative selling, data maintenance in the CRM, and identifying new sales opportunities through effective customer engagement.

Qualifications

• NQF Level 4 or higher and relevant certification is required.
• Strong communication and problem-solving abilities are essential.
• Experience in customer-facing roles is advantageous.

Responsabilités

• Provide customer service and handle routine inquiries.
• Interview customers to clarify needs and identify sales opportunities.
• Develop customer relationships and support business development.
• Ensure data accuracy in CRM and input follow-up actions.

Connaissances

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

Formation

NQF Level 4 - Grade 12

School leaving Certificate

National or Occupational Certificate or equivalent

Description du poste

Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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 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.
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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

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

Closing Date

22 October 2026 , 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!