OMF Financial Consultant (Motherwell Shopping Centre)

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

Job summary

A leading financial services company is seeking a Financial Consultant for the Motherwell Shopping Centre. Responsibilities include providing advice to customers, ensuring compliance with standards, and developing customer relationships. Candidates should have a Matriculation Certificate and relevant sales skills. The position emphasizes customer service in a fast-paced environment.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with various requests for information.
• Ensure basic customer details in the system are accurate.
• Interview the customer to clarify requirements.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure quality standards.
• Carry out routine business development support tasks.
• Identify potential customers by obtaining referrals and recommendations.
• Select appropriate data and input into spreadsheets or formats.
• Participate in and contribute to a network of people and ideas.

Skills

Consultative Selling

Customer Feedback Management

Customer Focused

Customer Understanding

Oral Communications

Education

Matriculation Certificate (Matric)

Job description

Job title : OMF Financial Consultant (Motherwell Shopping Centre)

Job Location : Eastern Cape, Port Elizabeth

Deadline : December 30, 2025

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Job Description

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

Responsibilities

• 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 Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Customer Relationship Management (CRM) Data Ensure that basic customer details held in the system are accurate, and make notes of follow‑up actions that have been promised, together with notes of actions taken during each sales call.
• Customer Needs Clarification Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Customer Relationship Development / Prospecting Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
• Operational Compliance Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and / or to ensure adherence to external regulatory codes and internal codes of conduct.
• Business Development Carry out routine business development support tasks and assist others by following established procedures.
• Sales Opportunities Creation Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Data Exploration Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• Network of Influence Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both 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)

Closing Date

• 24 September 2025

Sales / Retail / Business Development jobs