OMF Financial Consultant (OMF Diepsloot Mall)

Old Mutual South Africa; Johannesburg; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services company in South Africa is seeking an entry-level Financial Consultant for their Diepsloot Mall location. The role involves providing financial advice, ensuring customer satisfaction, and developing relationships with potential clients. Ideal candidates will have strong communication skills and a commitment to customer service. This position offers opportunities for growth and development within the organization.

Qualifications

• Entry-level role requiring NQF Level 5 qualification or equivalent.
• Skills in customer service and sales are essential.
• Strong communication and relationship management capabilities are necessary.

Responsibilities

• Provide customer service support and handle inquiries.
• Develop customer relationships through proactive outreach.
• Ensure compliance with operational standards.

Skills

Consultative Selling

Customer Service

Identifying Sales Opportunities

Oral Communications

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate

Job description

OMF Financial Consultant (OMF Diepsloot Mall)

6 days ago Be among the first 25 applicants

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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

N/A

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

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

28 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!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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