OMF Financial Consultant (Mpumalanga)

Old Mutual; Middelburg; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Old Mutual is seeking a motivated individual to join their team in Middelburg. The role involves providing customer service, analyzing solutions, and supporting business development within an accountable and customer-focused environment. A Matriculation Certificate is required, and the position emphasizes skills in communication and relationship building.

Responsibilities

• Carry out standard customer service activities and handle inquiries.
• Interview customers to clarify their requirements using a sales script.
• Identify potential customers through referrals and recommendations.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

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 provides advice on a specific range of products to a designated market. The individual is responsible for achieving results through their own efforts. Responsibilities include:

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: Receive visitors and assist with various requests for information, referring complex matters to colleagues.
4. Customer Relationship Management (CRM) Data: Ensure customer details are accurate and follow up on promised actions.
5. Customer Needs Clarification: Interview customers to clarify their requirements using a sales script.
6. Customer Relationship Development / Prospecting: Make calls to potential customers to develop relationships and resolve queries and complaints.
7. Operational Compliance: Follow mandatory procedures to ensure quality standards and adherence to regulations and codes of conduct.
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: Input relevant data into spreadsheets or standard formats.
11. 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

Matriculation Certificate (Matric) is required.

Closing Date

17 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.

The Old Mutual Story!