OMF Financial Consultant(Kroonstad)

Old Mutual South Africa; Kroonstad; On-site; ZAR 120,000 - 180,000; Full time

Job summary

A leading financial services company in Kroonstad is seeking a customer-oriented individual to provide advice on products and manage customer relations. Responsibilities include handling inquiries, ensuring accurate data management, and supporting business development. A Matriculation Certificate is required for applicants. The role offers a chance to make a significant impact in customer service and relationship building.

Responsibilities

• Carry out standard customer service activities and handle inquiries.
• Assess compliance with standards for routine inquiries.
• Welcome visitors and assist with information requests.
• Ensure customer details in the system are accurate.
• Interview customers to clarify their requirements.
• Make calls to potential customers to develop relationships.
• Follow procedures to meet quality standards.
• Support routine business development tasks.
• Identify potential customers through information gathering.
• Select and input data into spreadsheets.
• Participate in networks inside and outside the company.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

Matriculation Certificate (Matric)

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

1. Customer Service: Carry out standard customer service activities and handle simple customer inquiries.
2. Solutions Analysis: Assess compliance with established 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 that customer details in the system are accurate, and document follow-up actions and notes from sales calls.
5. Customer Needs Clarification: Interview customers to clarify their requirements using a multilevel sales script.
6. Customer Relationship Development / Prospecting: Make calls to potential customers to develop relationships and serve as the first point of contact for queries and complaints.
7. Operational Compliance: Follow mandatory procedures to meet quality standards and adhere to regulatory and internal codes.
8. Business Development: Support routine business development tasks following established procedures.
9. Sales Opportunities Creation: Identify potential customers through information gathering, referrals, and recommendations.
10. Data Exploration: Select and input data into spreadsheets or standard formats.
11. Network of Influence: Participate in and contribute to networks inside and outside the company, understanding the value of networking.

Skills and Competencies

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

Education

Matriculation Certificate (Matric) is required.

Closing Date

30 July 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.

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