OMF Financial Consultant( OMF Roodepoort branch)

Old Mutual South Africa; Johannesburg; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Old Mutual South Africa is seeking a dedicated consultant to provide expert advice on products tailored to a specific market. This role involves building strong customer relationships and supporting business development activities, all while ensuring compliance with operational standards. Candidates should possess an NQF Level 5 qualification, along with strong skills in consultative selling and customer service to effectively meet and exceed customer expectations. The closing date for applications is 31 May 2025.

Qualifications

• Education: NQF Level 5 or equivalent required.
• Strong skills in consultative selling and customer service are essential.

Responsibilities

• Provide advice on a range of products to a designated market.
• Manage customer interactions and ensure service quality.
• Support business development and identify sales opportunities.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Identifying Customer Needs

Oral Communications

Probing Questions

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent

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

Provides advice on a specific range of products to a designated market and is individually accountable for achieving results through their own efforts.

Responsibilities

1. Customer Service: Carry out standard customer service activities and handle simple customer inquiries.
2. Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries.
3. Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
4. Customer Relationship Management (CRM) Data: Ensure customer details are accurate and note follow-up actions and sales call notes.
5. Customer Needs Clarification: Interview customers to clarify their requirements following a sales script.
6. Customer Relationship Development / Prospecting: Make calls to potential customers to develop relationships and resolve queries and complaints.
7. Operational Compliance: Follow procedures to meet quality standards and adhere to regulations and codes of conduct.
8. Business Development: Support routine business development tasks following established procedures.
9. Sales Opportunities Creation: Identify potential customers through referrals and recommendations.
10. Data Exploration: Select and input data into spreadsheets or formats.
11. Network of Influence: Participate in and contribute to networks 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 5 - Higher, Advanced or Occupational Certificate or equivalent

Closing Date

31 May 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!