OMF Financial Consultant( Meadowdale Mall Germiston) x2

Old Mutual; Johannesburg; On-site; ZAR 250,000 - 350,000; Full time

Job summary

A leading company in the financial services sector seeks Financial Consultants to establish customer relationships and offer tailored product solutions. Successful candidates will engage in consultative selling, ensure customer satisfaction, and maintain compliance with regulations. This is a great opportunity for those with NQF Level 5 qualifications and a passion for customer service.

Qualifications

• NQF Level 5 required.
• Strong communication and customer service skills are crucial.
• Experience in consultative sales highly valued.

Responsibilities

• Provide advice on products to designated market segments.
• Conduct customer needs interviews to understand requirements.
• Maintain customer details and document follow-up actions.

Skills

Consultative Selling

Customer Service

Customer Understanding

Identifying Customer Needs

Sales Opportunities Identification

Oral Communications

Education

NQF Level 5 - Higher, Advance or Occupational Certificate

Job description

OMF Financial Consultant (Meadowdale Mall Germiston) x2

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this commitment.

Job Description

Provides advice on a specific range of products to a designated market segment and is individually responsible for achieving results through personal efforts.

Responsibilities

• Customer Service: Carry out standard customer service activities and handle simple inquiries.
• Solutions Analysis: Assess compliance with standards and protocols for routine inquiries.
• Receiving Visitors: Welcome visitors and assist with information requests, referring complex issues to colleagues.
• Customer Relationship Management (CRM) Data: Maintain accurate customer details and document follow-up actions and notes from sales calls.
• Customer Needs Clarification: Interview customers using a sales script to understand their requirements.
• Customer Relationship Development / Prospecting: Contact potential customers via phone or in person to build relationships and address queries and complaints.
• Operational Compliance: Follow mandatory procedures to meet quality standards and comply with regulations and codes of conduct.
• 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 to enhance influence.

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

30 June 2025, 23:59

Note: Appointments will be made in line with the Employment Equity Plan of Old Mutual South Africa.

About the company

Old Mutual Limited is a pan-African investment, savings, insurance, and banking group.

Notice

Old Mutual is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Reasonable accommodations are provided for applicants with disabilities. For assistance, contact [e-mail] or call 407-000-0000. All new hires must complete Form I-9 and provide proof of identity and work eligibility. An Automated Employment Decision Tool (AEDT) will assess skills and responses. For bias audit and data-use details, visit www.talentify.io/bias-audit-report. NYC applicants may request alternative processes at [e-mail] or 407-000-0000.