Omf Financial Consultant (Pretoria South)

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

Job summary

A leading African financial services provider is seeking a motivated individual to provide customer service and manage client relationships. You will be responsible for identifying sales opportunities, maintaining accurate CRM data, and ensuring operational compliance. Candidates should possess strong consultative selling skills and an NQF Level 4 qualification. This role demands a customer-focused approach to create meaningful connections with clients. Join us to contribute to a purpose-driven organization that champions mutually positive futures.

Qualifications

• Strong consultative selling skills with an emphasis on customer relationships.
• NQF Level 4 - Grade 12 required for this role.
• Ability to manage and nurture customer relationships effectively.

Responsibilities

• Provide standard customer service and handle inquiries.
• Manage customer relationship management (CRM) data accurately.
• Identify potential customers through networking and referrals.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Oral Communications

Sales Data Management

Strategic Selling

Education

NQF Level 4 - Grade 12, School Leaving Certificate

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 naProvides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Responsibilities

• Customer ServiceCarry out standard customer service activities and handle simple customer inquiries.
• Solutions AnalysisAssess compliance with established standards and protocols for routine inquiries.
• Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Customer Relationship Management (CRM) DataEnsure 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 ClarificationInterview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Customer Relationship Development / ProspectingMake 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 ComplianceFollow 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 DevelopmentCarry out routine business development support tasks and assist others by following established procedures.
• Sales Opportunities CreationIdentify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Data ExplorationSelect appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• Network of InfluenceDemonstrate 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 & Qualifications

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

Closing Date

14 December , 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!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries.

The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.

We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.