OMF Financial Consultant (Motherwell)

Old Mutual South Africa; Gqeberha; On-site; ZAR 150,000 - 200,000; Full time

Job summary

A leading financial services firm in Gqeberha is seeking a Customer Service Advisor to provide product advice and achieve sales results. Responsibilities include maintaining customer data, developing relationships, and ensuring compliance with standards. Candidates should have a Grade 12 certificate and a strong background in customer service and consultative selling. This position offers a chance to contribute to a respected company committed to African opportunity.

Qualifications

• Grade 12 or equivalent school leaving certificate required.
• Demonstrated experience in customer service and sales is an asset.

Responsibilities

• Provide standard customer service and handle inquiries.
• Maintain customer data and documentation.
• Develop relationships through customer outreach calls.
• Identify and create sales opportunities.

Skills

Consultative Selling

Customer Service

Oral Communications

Identifying Customer Needs

Sales Data Management

Education

NQF Level 4 - 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

Provides advice on a specific range of products to a targeted market and is individually accountable for achieving results through their own efforts.

Responsibilities

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: Greet visitors and assist with various requests for information, referring more complex matters to colleagues.
4. Customer Relationship Management (CRM) Data: Ensure customer details are accurate in the system, and document follow-up actions and notes during each sales call.
5. Customer Needs Clarification: Interview customers following a sales script to clarify their requirements.
6. Customer Relationship Development / Prospecting: Make calls to potential customers to develop relationships and serve as the first point of contact for 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 referrals and recommendations.
10. Data Exploration: Select and input relevant data into spreadsheets or standard 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

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

05 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!