Omf Financial Consultant (Pietermaritzburg)

Old Mutual South Africa; Pietermaritzburg; On-site; ZAR 150 000 - 200 000; Full time

Job summary

A leading financial services company is seeking a motivated individual for an entry-level customer service and sales role in Pietermaritzburg. Responsibilities include managing customer inquiries, maintaining CRM data, developing customer relationships, and following compliance procedures. Candidates should have NQF Level 5 or equivalent qualifications, with strong skills in customer service and consultative selling. Full-time position with growth opportunities.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with various requests for information.
• Ensure customer details in the system are accurate and make notes of follow-up actions.
• Clarify customer's requirements following a multilevel sales script.
• Make calls to potential customers to develop relationships.
• Follow mandatory procedures to ensure work quality and regulatory compliance.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Identifying Sales Opportunities

Sales Software

Education

NQF Level 5 – Higher, Advance 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 specific allocated market and is 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.

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, Advance or Occupational Certificate or equivalent.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Closing Date: 13 November 23:59