OMF Financial Consultant (OMF Vereeniging)

Old Mutual South Africa; Vereeniging; On-site; ZAR 200,000 - 350,000; Full time

Job summary

Old Mutual South Africa seeks a motivated individual to provide exceptional customer service and sell financial products. In this role, you will engage with customers, assess their needs, and build lasting relationships while ensuring compliance with company standards. Ideal candidates will have relevant qualifications and skills in customer service and sales.

Qualifications

• NQF Level 5 or equivalent required for the role.
• Strong customer service skills and consultative selling experience are essential.
• Familiarity with CRM systems is preferred.

Responsibilities

• Provide customer service and resolve inquiries.
• Develop and maintain customer relationships.
• Identify sales opportunities and document customer interactions.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Identifying Sales Opportunities

Oral Communications

Strategic Selling

Education

NQF Level 5 - Higher, Advanced, or Occupational Certificate

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 segment 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: Welcome visitors and assist with information requests, referring complex matters to colleagues.
4. Customer Relationship Management (CRM) Data: Ensure customer details are accurate and document follow-up actions and notes from sales calls.
5. Customer Needs Clarification: Interview customers to clarify their requirements using a sales script.
6. Customer Relationship Development / Prospecting: Contact potential customers to develop relationships and resolve queries and complaints.
7. Operational Compliance: Follow mandatory procedures to meet quality standards and regulatory requirements.
8. Business Development: Support routine business development tasks following established procedures.
9. Sales Opportunities Creation: Identify potential customers through information gathering, referrals, and recommendations.
10. Data Exploration: Select and input data into spreadsheets or standard formats.
11. Network of Influence: Participate in and contribute to networks inside and outside the organization.

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

Core 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

28 June 2025, 23:59

Note: 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!