OMF Financial Consultant (Mamelodi Mams Mall)

Old Mutual; Pretoria; On-site; ZAR 30 000 - 60 000; Full time

Job summary

Join a forward-thinking company dedicated to harnessing Africa's potential! This role focuses on delivering exceptional customer service and developing strong relationships with clients. As part of a dynamic team, you'll engage in consultative selling, analyze customer needs, and support business development efforts. If you're passionate about making a difference and thrive in a customer-centric environment, this is the perfect opportunity for you. Embrace the chance to contribute to a vibrant and inclusive workplace where your skills and dedication can shine!

Qualifications

• Required Matriculation Certificate (Matric) for the position.
• Strong focus on customer service and consultative selling.

Responsibilities

• Provide customer service and handle inquiries effectively.
• Support business development tasks and identify sales opportunities.

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Sales Opportunities Creation

Oral Communications

Education

Matriculation Certificate (Matric)

Tools

Sales Software

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. Responsibilities include:

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: Receive visitors and assist with various requests for information, referring complex matters to colleagues.
4. Customer Relationship Management (CRM) Data: Ensure customer details are accurate and document follow-up actions and notes during each sales call.
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 resolve queries and complaints.
7. Operational Compliance: Follow mandatory procedures to ensure quality standards and compliance with regulatory and internal codes.
8. Business Development: Support routine business development tasks following established procedures.
9. Sales Opportunities Creation: Identify potential customers through information, referrals, and recommendations.
10. Data Exploration: Select and input appropriate data into spreadsheets or formats.
11. 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) (Required)

Closing Date

11 May 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!