OMF Financial Consultant (Mafikeng)

Old Mutual Finance (Pty) Ltd; Mahikeng; Presencial; ZAR 180.000 - 300.000; Jornada completa

Descripción de la vacante

Old Mutual Finance (Pty) Ltd in South Africa is seeking a Customer Advisor to provide product advice to an allocated market and to achieve results through personal effort. You will carry out standard customer service activities and manage CRM data while building relationships and identifying sales opportunities.

The role emphasizes consultative selling, strong communication, and stakeholder engagement across teams. Training and career development are offered within a supportive environment.

Formación

• Experience in consultative selling and handling customer inquiries.
• Ability to maintain accurate customer records in the CRM system.
• Knowledge of compliance standards and internal codes of conduct.

Responsabilidades

• Provide advice on a range of products to an allocated market.
• Carry out standard customer service activities and handle simple inquiries.
• Receive visitors and assist with information requests; refer complex matters to colleagues.
• Maintain CRM data accuracy and record follow-up actions.
• Interview customers to clarify requirements and identify needs.
• Proactively develop relationships with potential customers and identify sales opportunities.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support business development tasks and assist with established procedures.
• Identify potential customers through referrals and inquiries.
• Input data into spreadsheets or standard formats for reporting.
• Engage in networking to leverage relationships and ideas inside and outside the company.

Conocimientos

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

Educación

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

Herramientas

Descripción del empleo

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 specific allocated market and are individually accountable 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 Receive visitors and assist with various requests for information, referring more complex matters to colleagues.


• Customer Relationship Management (CRM) Data 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.


• Customer Needs Clarification Interview the customer, following a multilevel sales script, to clarify the customer\'s requirements.


• Customer Relationship Development / Prospecting 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.


• Operational Compliance 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.


• Business Development Carry out routine business development support tasks and assist others by following established procedures.


• Sales Opportunities Creation Identify potential customers by obtaining information, referrals, and recommendations from existing customers.


• Data Exploration Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.


• Network of Influence 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

Competencies

• Balances Stakeholders


• Builds Networks


• Communicates Effectively


• Customer Focus


• Ensures Accountability


• Instills Trust


• Interpersonal Savvy


• Manages Complexity

Education NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date 10 November 2026 , 23:59

The Old Mutual Story! Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.