OMF Financial Consultant (Howick)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Howick; Presencial; ZAR 300.000 - 420.000; Jornada completa

Descripción de la vacante

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a customer-focused adviser to provide product guidance to a defined market. You will handle basic inquiries, perform data validation in the CRM, and proactively develop relationships with prospective clients.

The role emphasizes consultative selling, adherence to compliance standards, and collaboration with colleagues to resolve customer needs. A strong communication skill set and proactive outreach are essential for success.

Formación

• Experience in consultative selling and customer-facing roles.
• Strong ability to gather and analyze customer information to tailor solutions.
• Proven ability to identify sales opportunities and manage CRM data.

Responsabilidades

• Provide advice on a specific range of products to a defined market.
• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, escalating complex matters.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and resolve queries.
• Follow mandatory procedures to ensure quality standards and regulatory compliance.
• Assist with routine business development tasks and selling opportunities creation.
• Identify potential customers through referrals and outreach from existing customers.
• Input data into spreadsheets or standard formats for CRM and reporting.
• Demonstrate networking value by engaging with internal and external stakeholders.

Conocimientos

Consultative Selling

Customer Feedback Management

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

Educación

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Descripción del empleo

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 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 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

10 November 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!