OMF Financial Consultant (Khayelitsha)

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OMF Financial Consultant (Khayelitsha)

Apply locations Cape Town | Full time | Posted 4 Days Ago | Job Requisition ID: JR-63437

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this commitment.

Job Description

Provides advice on a specific range of products to an allocated market and is individually accountable for achieving results through their efforts.

Responsibilities

1. Customer Service: Carry out standard customer service activities and handle simple customer inquiries.
2. Solutions Analysis: Assess compliance with standards and protocols for routine inquiries.
3. Receiving Visitors: Welcome visitors and assist with information requests, referring complex matters to colleagues.
4. Customer Relationship Management (CRM) Data: Ensure customer details are accurate and document follow-up actions and notes during sales calls.
5. Customer Needs Clarification: Interview customers using a sales script to understand their requirements.
6. Customer Relationship Development / Prospecting: Make calls to potential customers to develop relationships and resolve queries or complaints.
7. Operational Compliance: Follow mandatory procedures to meet quality standards and adhere to regulations and conduct codes.
8. Business Development: Support routine business development tasks following established procedures.
9. Sales Opportunities Creation: Identify potential customers through referrals and recommendations.
10. Data Exploration: Select and input relevant data into spreadsheets or formats.
11. Network of Influence: Engage in and contribute to networks inside and outside the company.

Skills and Competencies

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

Education

National Certificate (Required)

Closing Date

30 April 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!

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Old Mutual is a leading African financial services organization offering a broad range of solutions across 14 countries, including Life and Savings, Property and Casualty, Asset Management, and Banking and Lending. We are committed to our purpose of Championing Mutually Positive Futures Every Day, believing that a great customer experience starts with a great employee experience.