OMF Financial Consultant (OMF Durban Samora Machel)

oldmutual; Durban; Presencial; ZAR 180.000 - 300.000; Jornada completa

Descripción de la vacante

Old Mutual South Africa in Durban is seeking a client-focused professional to advise on a range of financial products for a defined market. You will be responsible for achieving results through your own efforts and handling inquiries.

Responsibilities include customer service, CRM data accuracy, prospecting, and building relationships while following mandatory procedures to ensure quality and regulatory compliance. Growth opportunities exist within Old Mutual.

Formación

• Nat Cert required.
• Experience in customer service and sales preferred.
• Familiarity with company and credit policies.

Responsabilidades

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Maintain accurate CRM data and note follow-up actions and sales notes.

Conocimientos

Sales ability

Communication

Company Policies

Credit Policies

Customer Centric Selling

Digital Savvy

Interpersonal skills

Numeracy

Sales

Educación

Nat Cert

Descripción del empleo

Let's Write Africa's Story Together!

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

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Job Description

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 ServiceCarry out standard customer service activities and handle simple customer inquiries.
• Solutions AnalysisAssess compliance with established standards and protocols for routine inquiries.
• Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Customer Relationship Management (CRM) DataEnsure 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 ClarificationInterview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Customer Relationship Development / ProspectingMake 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 ComplianceFollow 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 DevelopmentCarry out routine business development support tasks and assist others by following established procedures.
• Sales Opportunities CreationIdentify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Data ExplorationSelect appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• Network of InfluenceDemonstrate 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.
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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

18 October 2026 , 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!