Omf Financial Consultant (Pinetown)

Old Mutual South Africa; Durban; On-site; ZAR 200 000 - 250 000; Full time

Job summary

A leading financial services provider is seeking an OMF Financial Consultant to provide tailored advice on various products. The role involves delivering excellent customer service, handling inquiries, and developing customer relationships while adhering to compliance standards. This is an entry-level, full-time position that offers a chance to grow in the finance and sales field. Candidates with strong communication skills and a customer-centric approach will be ideal for this position.

Qualifications

• Customer-focused approach with strong networking abilities.
• Effective communication skills to manage client relationships.
• Ability to navigate regulatory compliance and internal standards.

Responsibilities

• Provide advice on a specific range of products.
• Carry out standard customer service activities.
• Interview customers to clarify their requirements.
• Ensure accuracy of CRM data and documentation.
• Identify and develop relationships with potential customers.
• Participate in business development tasks.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Information

Job description

Join to apply for the OMF Financial Consultant (Pinetown) role at Old Mutual South Africa.

Job Description

Provides advice on a specific range of products to an 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 promised 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 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 & Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures AccountabilityInstills Trust
• Interpersonal Savvy
• Manages Complexity
• Information

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance and Sales

Closing Date

03 December 23:59

Recruitment Equity

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.