Omf Financial Consultant (Kempstar Mall)

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

Job summary

A leading financial services company is seeking an OMF Financial Consultant for Kempstar Mall. This entry-level role involves providing outstanding customer service by handling inquiries and building relationships with clients. Candidates should have NQF Level 4 (Grade 12) or equivalent. This full-time position includes responsibilities like data management and sales support, aiming to enhance customer satisfaction and loyalty.

Qualifications

• NQF Level 4 – Grade 12 or equivalent is required for the position.

Responsibilities

• Carry out customer service activities and handle customer inquiries.
• Ensure accurate customer data and follow-up actions.
• Interview customers to clarify their requirements.
• Resolve customer queries and complaints.

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Sales Data Management

Oral Communications

Education

NQF Level 4 – Grade 12

Job description

Join to apply for the OMF Financial Consultant (Kempstar Mall) role at Old Mutual South Africa. Posted 1 day ago.

Be among the first 25 applicants. Get AI‑powered advice on this job and more exclusive features.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• 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.
• Interview the customer, following a multi‑level sales script, to clarify the customer's requirements.
• 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.
• 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.
• 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.
• Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• 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

• 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
• 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.

Closing Date: 10 December , 23 : 59

Seniority level: Entry level

Employment type: Full‑time

Job function: Finance and Sales

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!