OMF Financial Consultant (Katlehong)

Old Mutual South Africa; Gauteng; On-site; ZAR 300,000 - 400,000; Full time

Job summary

Old Mutual South Africa seeks a Customer Service Advisor to provide product advice and develop customer relationships. The role includes handling inquiries, ensuring operational compliance, and supporting business development tasks. A suitable candidate will have an NQF Level 5 qualification and excellent customer service skills.

Qualifications

• NQF Level 5 or equivalent required for the role.
• Skills in customer service and consultative selling are essential.
• Prior experience in similar roles is advantageous.

Responsibilities

• Provide advice on products to designated market segments.
• Carry out standard customer service activities.
• Identify sales opportunities and develop relationships with customers.

Skills

Consultative Selling

Customer Service

Identifying Sales Opportunities

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate

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.

Job Description

Provides advice on a specific range of products to a designated market segment and is individually responsible 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: Welcome visitors and assist with various requests for information, referring complex matters to colleagues.
• Customer Relationship Management (CRM) Data: Ensure customer details in the system are accurate; record follow-up actions and notes from sales calls.
• Customer Needs Clarification: Interview customers, following a sales script, to clarify requirements.
• Customer Relationship Development / Prospecting: Make calls to potential customers to develop relationships and resolve queries and complaints.
• Operational Compliance: Follow mandatory procedures to meet quality standards and adhere to regulatory and internal codes.
• Business Development: Support routine business development tasks following established procedures.
• Sales Opportunities Creation: Identify potential customers through information, referrals, and recommendations.
• Data Exploration: Select and input data into spreadsheets or standard formats.
• Network of Influence: Participate in and contribute to networks inside and 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

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

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

Closing Date

05 June 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!