OMF Financial Consultant (OMF DURBAN SAMORA MACHEL)

Old Mutual; Durban; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Old Mutual recherche un OMF Financial Consultant à Durban pour fournir des conseils financiers et développer des relations client. Le rôle implique de gérer les opportunités de vente, de fournir un excellent service à la clientèle et de respecter les standards opérationnels. Candidats doivent être motivés et titulaires d'un certificat de Matric. Date limite de candidature: 02 Juillet 2025.

Qualifications

• Doit avoir un certificat de Matric.
• Capacité à gérer des ventes et des relations avec les clients.
• Aptitudes en communication orale et en vente.

Responsibilities

• Fournir des conseils sur une gamme spécifique de produits.
• Développer des relations avec des clients potentiels.
• Suivre les normes opérationnelles et les réglementations.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Oral Communications

Sales Opportunities

Education

Matriculation Certificate (Matric)

Job description

OMF Financial Consultant (OMF DURBAN SAMORA MACHEL) page is loaded

OMF Financial Consultant (OMF DURBAN SAMORA MACHEL)

Apply locations Durban time type Full time posted on Posted Today job requisition id JR-68295

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

naProvides 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 StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

Matriculation Certificate (Matric) (Required)

Closing Date

02 July 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 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.