OMF Financial Consultant (OMB Welkom Goldfields mall)

Old Mutual Finance (Pty) Ltd; Welkom; Presencial; ZAR 180.000 - 280.000; Jornada completa

Descripción de la vacante

Old Mutual Finance (Pty) Ltd in Welkom, South Africa, seeks a customer-focused professional to support sales and service activities. You will handle inquiries, verify customer data, and follow scripts to clarify needs while building relationships with potential customers.

You will engage in compliant processes and contribute to business development while maintaining accurate records and following established procedures.

Formación

• National Certification is required.
• Experience in customer service or sales is advantageous.

Responsabilidades

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Ensure customer details in the system are accurate and note follow-up actions.
• Clarify customer requirements following a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and be the first contact for queries.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Carry out routine business development support tasks following established procedures.
• Identify potential customers by obtaining information and referrals.
• Select data from information and input into spreadsheets or standard formats.
• Demonstrate networking value by contributing to a network of people, technologies, and ideas.

Conocimientos

Ability to Sell

Communication

Company Policies

Credit Policies

Customer Centric Selling

Digital Savvy

Interpersonal Relationship Management

Numeracy

Sales Competencies

Customer Focus

Instills Trust

Interpersonal Savvy

Manages Complexity

Educación

National Certification (Nat Cert)

Descripción del empleo

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.

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

• Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales Competencies Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages Complexity

Education

National Certification (Nat Cert) (Required)

Closing Date

25 October 2026 , 23:59

Employment Equity

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.

About Old Mutual

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.