OMF Financial Consultant (Pietermaritzburg)

Old Mutual South Africa; Pietermaritzburg; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa seeks a Product Advisor to provide tailored advice on various products. The role necessitates exceptional customer service, relationship development, and adherence to compliance standards. As part of a supportive network, you'll enhance customer experiences while meeting sales goals in a dynamic environment.

Qualifications

• NQF Level 5 - Higher, Advanced or Occupational Certificate.
• Skills in customer service and sales required.
• Consultative selling and understanding customer needs are essential.

Responsibilities

• Provide standard customer service and handle inquiries.
• Develop customer relationships and identify sales opportunities.
• Ensure compliance with quality standards for operational tasks.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Identifying Customer Needs

Sales Data Management

Strategic Selling

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 segment 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, along 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 potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
• Operational Compliance: Follow mandatory procedures to ensure work is carried out to the required quality standards and in adherence to external regulatory and internal codes of conduct.
• Business Development: Support routine business development tasks and assist others by following established procedures.
• Sales Opportunities Creation: Identify potential customers through information gathering, referrals, and recommendations from existing customers.
• Data Exploration: Select relevant data from provided information and input into spreadsheets or standard formats.
• Network of Influence: Participate in and contribute to a network of people, technologies, and ideas inside and outside the company, demonstrating understanding of its value.

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

24 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!