OMF Financial Consultant (Matatiele)

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

Job summary

A financial services provider in Matatiele is seeking an individual to provide customer service and business development support. The role requires effective communication, relationship building, and strong customer focus, with a minimum qualification of High School (Grade 12). Interested candidates should apply by 13 August 2025, and the appointment will adhere to the Employment Equity Plan.

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 various requests, referring complex matters to colleagues.
• Ensure customer details are accurate and document follow-up actions during sales calls.
• Interview customers to understand their requirements using a sales script.
• Make calls to potential customers to build relationships and handle queries.
• Follow mandatory procedures to meet quality standards and legal codes.
• Support business development tasks following established procedures.
• Identify potential customers through referrals.
• Select and input relevant data into spreadsheets.
• Participate in networks inside and outside the company.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

High School (Grade 12)

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

The role involves providing advice on a specific range of products to a designated market. You will be individually responsible for achieving results through your 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 various requests, referring complex matters to colleagues.
• Customer Relationship Management (CRM) Data: Ensure customer details are accurate and document follow-up actions and notes during sales calls.
• Customer Needs Clarification: Interview customers using a multilevel sales script to understand their requirements.
• Customer Relationship Development / Prospecting: Make calls to potential customers to build relationships and serve as the first contact for queries and complaints.
• Operational Compliance: Follow mandatory procedures to meet quality standards and adhere to 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 relevant data into spreadsheets or standard formats.
• Network of Influence: Participate in and contribute to networks inside and outside the company.

Skills and Competencies

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

Education

High School (Grade 12)

Closing Date

13 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!