OMF Financial Consultant (Mafikeng)

Old Mutual; Mahikeng; On-site; ZAR 120,000 - 180,000; Full time

Job summary

A leading financial services company in Mahikeng seeks a dedicated customer service advisor to provide product advice and enhance client relationships. Responsibilities include managing customer inquiries, ensuring operational compliance, and identifying sales opportunities. The role requires a Matriculation Certificate and strong consultative selling skills. Join us in shaping Africa's story!

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Welcome visitors and assist with information requests.
• Maintain accurate customer details in the CRM system.
• Interview customers to clarify their requirements using a sales script.
• Contact potential customers to develop relationships.
• Follow mandatory procedures to ensure work quality.
• Support routine business development tasks.
• Identify potential customers through information gathering.
• Select and input relevant data into spreadsheets.
• Participate in and contribute to networks to build influence.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused Approach

Customer Service & Understanding

Evaluating Information

Identifying Customer Needs & Sales Opportunities

Effective Oral Communication & Probing Questions

Qualifying Prospects

Sales Data Management & Software Use

Strategic Selling & Relationship Building

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. 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: Welcome visitors and assist with information requests, referring complex matters to colleagues.
• Customer Relationship Management (CRM) Data: Maintain accurate customer details in the system and record follow-up actions and notes from 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 or complaints.
• Operational Compliance: Follow mandatory procedures to ensure work quality and compliance with regulatory and internal standards.
• 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 relevant data into spreadsheets or standard formats.
• Network of Influence: Participate in and contribute to networks inside and outside the company to build influence.

Skills

• Consultative Selling
• Customer Feedback Management
• Customer-Focused Approach
• Customer Service & Understanding
• Evaluating Information
• Identifying Customer Needs & Sales Opportunities
• Effective Oral Communication & Probing Questions
• Qualifying Prospects
• Sales Data Management & Software Use
• Strategic Selling & Relationship Building

Competencies

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

Education

Matriculation Certificate (Matric)

Closing Date

07 August 2025, 23:59

Additional Notes

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.

The Old Mutual Story!