OMF Financial Consultant (Mitchells Plain Town Centre)

Old Mutual; Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual seeks a dedicated individual to join their team in Cape Town, providing exceptional customer service and facilitating business development. The role requires a Matriculation Certificate and strong customer-focused skills, with a focus on building relationships and supporting operational compliance. This position presents an opportunity to contribute to the company’s growth while embracing the rich narrative of Africa's development.

Qualifications

• Matriculation Certificate is required.
• Strong customer service and consultative selling skills are needed.
• Proficient in managing sales data and customer relationships.

Responsibilities

• Manage standard customer service activities and inquiries.
• Support business development tasks by identifying sales opportunities.
• Ensure operational compliance and maintain quality standards.

Skills

Consultative Selling

Customer Service

Customer Understanding

Sales Data Management

Strategic Selling

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 segment. 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 issues to colleagues.
• Customer Relationship Management (CRM) Data: Ensure customer details are accurate 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: Make calls to potential customers to build relationships and resolve queries or complaints.
• Operational Compliance: Follow mandatory procedures to maintain 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 formats.
• Network of Influence: Participate in and contribute to internal and external networks of people, technologies, and ideas.

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

12 June 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!