OMF Financial Consultant (OMF Boardwalk Mall)

Old Mutual; Gqeberha; On-site; ZAR 250 000 - 400 000; Full time

Job summary

A leading financial services organization in South Africa is seeking a Financial Consultant to provide tailored advice and support business development efforts. The role involves engaging with customers, ensuring compliance, and leveraging consultative selling skills to drive results. Candidates should possess NQF Level 4 or equivalent and demonstrate a strong customer service orientation.

Qualifications

• NQF Level 4 or equivalent required.
• Strong consultative selling and customer service skills.
• Ability to identify sales opportunities and manage customer relationships.

Responsibilities

• Provide customer service and handle inquiries.
• Develop customer relationships and identify sales opportunities.
• Ensure compliance with operational standards.

Skills

Consultative Selling

Customer Service

Sales Opportunities

Education

NQF Level 4 - Grade 12

Job description

OMF Financial Consultant (OMF Boardwalk Mall) page is loaded

OMF Financial Consultant (OMF Boardwalk Mall)

Apply locations Port Elizabeth | Full time | Posted Today | Job Requisition ID: JR-66612

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 designated market segment and is individually responsible 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: Welcome visitors and assist with requests for information, referring complex matters to colleagues.
4. Customer Relationship Management (CRM) Data: Ensure customer details in the system are accurate and note follow-up actions and sales call notes.
5. Customer Needs Clarification: Interview customers to clarify their requirements using a sales script.
6. Customer Relationship Development / Prospecting: Contact potential customers via phone or in person to develop relationships and resolve 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 data into spreadsheets or standard formats.
11. Network of Influence: Engage in and contribute to a network of people, technologies, and ideas 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: 27 May 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!

About Us

Old Mutual is a leading African financial services organization offering a broad spectrum of solutions to retail and corporate clients across 14 countries. Our lines of business include Life and Savings, Property and Casualty, Asset Management, and Banking and Lending. We are committed to Championing Mutually Positive Futures Every Day, believing that a great customer experience starts with a great employee experience.