OMF Financial Consultant (PMB Longmarket Street)

Old Mutual; Pietermaritzburg; On-site; ZAR 200,000 - 350,000; Full time

Job summary

Old Mutual is seeking a Customer Service Advisor to provide expert advice and build strong customer relationships in a dynamic environment. Candidates should have strong consultative selling skills and the ability to manage customer feedback effectively while adhering to compliance standards. This role requires NQF Level 5 education and is aimed at creating value through individual performances and teamwork.

Responsibilities

• Manage customer inquiries and provide excellent service.
• Conduct needs analysis and develop customer relationships.
• Maintain accurate customer data and support business development.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused Approach

Customer Service & Understanding

Evaluating Information & Identifying Customer Needs

Identifying Sales Opportunities

Effective Oral Communication & Probing Questions

Qualifying Prospects

Sales Data Management & Software

Strategic Selling & Strengthening Customer Relationships

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

The role involves providing advice on a specific range of products to an allocated market, with accountability for achieving results through individual effort.

Responsibilities

1. Customer Service: Carry out standard customer service activities and handle simple inquiries.
2. Solutions Analysis: Assess compliance with 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: Maintain accurate customer details 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: Make calls to potential customers to develop relationships and resolve queries and complaints.
7. Operational Compliance: Follow mandatory procedures to meet quality standards and adhere to regulatory and internal codes.
8. Business Development: Support routine business development activities following established procedures.
9. Sales Opportunities Creation: Identify potential customers through information gathering, referrals, and recommendations.
10. Data Exploration: Select and input relevant data into spreadsheets or standard formats.
11. Network of Influence: Participate in and contribute to networks inside and outside the company.

Skills

• Consultative Selling
• Customer Feedback Management
• Customer-Focused Approach
• Customer Service & Understanding
• Evaluating Information & Identifying Customer Needs
• Identifying Sales Opportunities
• Effective Oral Communication & Probing Questions
• Qualifying Prospects
• Sales Data Management & 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

10 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!