OMF FINANCIAL CONSULTANT (OMF PE the Bridge)

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

Job summary

A leading financial services provider in Gqeberha is looking for a Customer Consultant to provide product advice and develop customer relationships. Responsibilities include customer service, needs assessment, and business development. The ideal candidate will have a Grade 12 qualification and skills in consultative selling and customer feedback management. Join our team to help customers with their financial needs while ensuring compliance and operational excellence.

Qualifications

• Grade 12 or equivalent education required.
• Experience in customer relationship management.

Responsibilities

• Provide advice on products to allocated markets.
• Carry out standard customer service activities.
• Assess compliance with established standards.
• Interview customers to clarify requirements.
• Develop customer relationships through networking.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Oral Communications

Sales Data Management

Identifying Sales Opportunities

Education

NQF Level 4 - Grade 12

Job description

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 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.
• 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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

15 December 2025, 23:59

Employment Equity Statement

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.

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