OMF Financial Consultant (Paarl Convenience Centre)

Old Mutual; Paarl; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual is seeking a proactive individual to provide advice on products within a designated market. This role focuses on customer service, relationship management, and data handling. Applicants should have a Matriculation Certificate and strong sales abilities. The successful candidate will be instrumental in fostering customer relationships and supporting business development efforts.

Qualifications

• Matriculation Certificate (Matric) is required.
• Strong communication and interpersonal skills.
• Ability to sell and understand customer needs.

Responsibilities

• Provide standard customer service and handle inquiries.
• Maintain customer relationship and CRM data.
• Identify potential customers and support business development.

Skills

Ability to Sell

Communication

Customer Centric Selling

Digital Savvy

Interpersonal Relationship Management

Numeracy

Sales

Education

Matriculation Certificate (Matric)

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

The role involves providing advice on a specific range of products to a designated market segment and being accountable for achieving results through individual 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: Welcome visitors and assist with information requests, referring complex matters to colleagues.
• Customer Relationship Management (CRM) Data: Ensure customer details are accurate and document follow-up actions and notes from sales calls.
• Customer Needs Clarification: Interview customers to clarify their requirements using a sales script.
• Customer Relationship Development / Prospecting: Make calls to potential customers to build relationships and resolve queries and complaints.
• Operational Compliance: Follow mandatory procedures to maintain quality standards and comply with regulations and codes of conduct.
• Business Development: Support routine business development tasks following established procedures.
• Sales Opportunities Creation: Identify potential customers through information, referrals, and recommendations.
• Data Exploration: Select and input data into spreadsheets or formats.
• Network of Influence: Participate in and contribute to networks inside and outside the company.

Skills

• Ability to Sell
• Communication
• Company Policies
• Credit Policies
• Customer Centric Selling
• Digital Savvy
• Interpersonal Relationship Management
• Numeracy
• Sales

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

Matriculation Certificate (Matric) (Required)

Closing Date

02 June 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!