OMF Financial Consultant (Kwamhlanga Phola Mall)

Old Mutual; Bronkhorstspruit; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services firm in Gauteng is looking for a dynamic individual to join their team in a customer service role. The position focuses on providing advice within a specific product range and requires strong consultative selling and relationship-building skills. Ideal candidates should have a Matriculation Certificate and abilities in sales and customer service. This role offers the chance to be part of a committed team dedicated to achieving excellence.

Qualifications

• Experience in customer service and sales within a designated market segment.
• Ability to clarify customer needs and develop relationships.
• Strong communication and interpersonal skills.

Responsibilities

• Carry out standard customer service activities and handle inquiries.
• Ensure customer details are accurate and manage CRM data effectively.
• Support business development tasks and identify sales opportunities.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Identifying Sales Opportunities

Oral Communications

Probing Questions

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

This role involves providing advice on a specific range of products to a designated market segment. The individual is 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 information requests, referring complex matters to colleagues.
• Customer Relationship Management (CRM) Data: Ensure customer details are accurate and note follow-up actions and sales call notes.
• Customer Needs Clarification: Interview customers to clarify their requirements using a multilevel sales script.
• Customer Relationship Development / Prospecting: Make calls to potential customers to develop relationships and resolve queries and complaints.
• Operational Compliance: Follow mandatory procedures to ensure quality standards and compliance with regulatory and internal codes.
• Business Development: Support routine business development tasks following established procedures.
• Sales Opportunities Creation: Identify potential customers through referrals and recommendations.
• Data Exploration: Select and input appropriate data into spreadsheets or 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

Matriculation Certificate (Matric)

Closing Date

18 August 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!