OMF Financial Consultant (Port Elizabeth Motherwell Shopping Centre)

Old Mutual; Gqeberha; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading company in financial services seeks a Financial Consultant to provide expert advice and customer service. The role involves engaging with customers, developing relationships, and supporting business development efforts. Candidates should possess strong consultative selling skills and an NQF Level 4 qualification.

Qualifications

• NQF Level 4 - Grade 12 or equivalent required.
• Strong consultative selling and customer service skills are essential.
• Experience in customer relationship management is a plus.

Responsibilities

• Provide advice on products to designated market segments.
• Carry out customer service activities and handle inquiries.
• Support business development tasks and identify sales opportunities.

Skills

Consultative Selling

Customer Service

Customer Relationship Management

Sales Opportunities

Oral Communications

Education

NQF Level 4 - Grade 12

Job description

OMF Financial Consultant (Port Elizabeth Motherwell Shopping Centre) page is loaded

OMF Financial Consultant (Port Elizabeth Motherwell Shopping Centre)

Apply locations Port Elizabeth time type Full time posted on Posted 2 Days Ago job requisition id JR-66511

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 customer details in the system are accurate, and record follow-up actions and notes during each sales call.
• Customer Needs Clarification: Interview customers following a sales script to clarify their requirements.
• Customer Relationship Development / Prospecting: Make calls to potential customers to develop relationships and resolve queries and complaints.
• Operational Compliance: Follow mandatory procedures to meet quality standards and adhere to regulatory and internal codes.
• 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 relevant data into spreadsheets or standard formats.
• Network of Influence: Participate in and contribute to networks inside and outside the company to leverage relationships and ideas.

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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

25 May 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.

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Old Mutual is a premium African financial services organization offering a broad spectrum of solutions across 14 countries, including Life and Savings, Property and Casualty, Asset Management, and Banking and Lending. We are committed to Championing Mutually Positive Futures Every Day, believing that a great customer experience begins with a great employee experience.