OMF Financial Consultant (OMF Upington)

Old Mutual Limited; Upington; Vor Ort; ZAR 180.000 - 300.000; Vollzeit

Zusammenfassung

Old Mutual Limited in South Africa invites applications for a position focused on customer service, sales support and data management within a CRM framework. You will handle inquiries, clarify needs, and develop relationships with allocated customers while ensuring compliance with standards.

Key tasks include prospecting, data entry, and providing first point of contact for queries. A customer-focused mindset and strong communication skills are essential for success in this role.

Qualifikationen

• Experience with customer service and CRM data handling.
• Ability to interview customers and gather requirements.
• Familiarity with data entry and basic spreadsheet use.

Aufgaben

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests.
• Ensure CRM data accuracy and note follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Identify potential customers and develop relationships to create sales opportunities.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Provide routine business development support and assist others with procedures.
• Input data into spreadsheets or standard formats.
• Engage in networking to leverage internal and external relationships.

Kenntnisse

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Jobbeschreibung

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 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.

Customer Relationship Management (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.

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Skills

Competencies

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

Closing Date

11 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! _