OMF Financial Consultant(OMF Roodepoort)

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

Job summary

A leading financial services company in South Africa is seeking a customer service representative responsible for providing tailored advice on financial products. This role involves engaging with potential clients through various channels to build relationships and resolve inquiries. The ideal candidate must have an NQF Level 4 qualification and demonstrate excellent consultative selling skills. This position offers an opportunity to contribute to the company's mission of enhancing customer experiences and achieving business goals.

Qualifications

• Minimum education requirement: NQF Level 4 - Grade 12, School leaving Certificate, or equivalent.
• Ability to balance stakeholder needs and build effective networks.
• Customer-focused with a strong capability in consultative selling.

Responsibilities

• Provide advice on a specific range of products to allocated market.
• Carry out customer service activities and handle inquiries.
• Interview customers using a multilevel sales script to clarify needs.
• Develop relationships by making calls to potential customers.
• Ensure compliance with established standards and regulations.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Sales Data Management

Education

NQF Level 4 - Grade 12

Job description

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

na 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

• 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 various requests for information, referring more complex matters to colleagues.
• 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.
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• 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.
• 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.
• Carry out routine business development support tasks and assist others by following established procedures.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• 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
• Buils 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 (Required)

Closing Date

13 January 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.

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