OMF Financial Consultant (OMF HERMANUS)

Old Mutual Limited; Hermanus; A distancia; ZAR 300.000 - 420.000; Jornada completa

Descripción de la vacante

Old Mutual Limited in Hermanus is seeking a Financial Consultant to provide advice on a range of products to a defined client segment. You will deliver standard customer service, handle inquiries, and support sales objectives.

You will work with CRM systems, maintain accurate client records, and participate in business development tasks while complying with regulatory standards.

Formación

• Provides advice on a range of products to a specific market.
• Handles standard customer service activities and inquiries.
• Maintains accurate customer data in CRM systems.
• Supports business development and client relationship tasks.

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.
• Ensure CRM data is accurate and notes of follow-up actions are recorded.
• Interview customers to clarify requirements following a multilevel sales script.
• Make telephone or in-person calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Carry out routine business development support tasks and follow established procedures.
• Identify potential customers by obtaining referrals and recommendations.
• Input data into spreadsheets or standard formats.

Conocimientos

Customer Service

Sales

CRM

Data Entry

Communication

Herramientas

CRM Software

Spreadsheets

Descripción del empleo

OMF Financial Consultant (OMF HERMANUS)Our website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### OMF Financial Consultant (OMF HERMANUS)Apply: Hermanus: Full time: Posted Today: JR-85213**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 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.na**Skills****Competencies**Balances Stakeholders### ### Builds Networks### ### Communicates Effectively### ### Customer Focus### ### Ensures Accountability### ### Instills Trust### ### Interpersonal Savvy### ### Manages Complexity**Education****Closing Date**17 November 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.***