OMF Financial Consultant (Lakeside Mall Benoni)

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

Job summary

A leading financial services provider in Gauteng seeks an individual to deliver exceptional customer service and manage customer relationships. You will handle inquiries, maintain accurate customer data, and identify sales opportunities. Candidates should have strong consultative selling skills and customer-focused experience. This role offers opportunities for professional development and contributes to business growth.

Qualifications

• Experience in consultative selling and customer relationship management.
• Ability to assess compliance and manage operational tasks.
• Strong interpersonal and communication skills.

Responsibilities

• Carry out standard customer service activities.
• Maintain accurate customer data and document follow-up actions.
• Identify potential customers and develop relationships.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Identifying Sales Opportunities

Oral Communications

Education

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

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. The individual is responsible for achieving results through their own efforts. Key responsibilities include:

• 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: Greet visitors and assist with information requests, referring complex matters to colleagues.
• Customer Relationship Management (CRM) Data: Maintain accurate customer data and document follow-up actions and notes during sales calls.
• Customer Needs Clarification: Interview customers to clarify their requirements using a sales script.
• Customer Relationship Development / Prospecting: Contact potential customers via phone or in person to develop relationships and resolve queries and complaints.
• Operational Compliance: Follow mandatory procedures to ensure quality standards and compliance with regulations and internal codes.
• Business Development: Support routine business development tasks following established procedures.
• Sales Opportunities Creation: Identify potential customers through information gathering, referrals, and recommendations.
• Data Exploration: Select and input data into spreadsheets or formats appropriately.
• Network of Influence: Participate in and contribute to networks inside and outside the company to leverage relationships and ideas.

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

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.

The Old Mutual Story!