OMF Financial Consultant (Rustenburg Mall)

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

Job summary

Une entreprise leader dans la région recherche un professionnel engagé pour fournir des conseils sur une gamme de produits à un segment de marché désigné. Ce rôle nécessite une certification nationale et inclut des responsabilités variées allant du service à la clientèle à la gestion des relations avec les clients, tout en respectant les normes et processus établis.

Qualifications

• Doit être capable de communiquer efficacement.
• Doit avoir des compétences en vente.
• Certification nationale requise.

Responsibilities

• Effectuer des activités standard de service à la clientèle et gérer les demandes simples.
• Assurer le respect des procédures et standards de qualité.
• Développer des relations avec les clients potentiels.

Skills

Communication

Interpersonal Relationship Management

Sales

Education

National Certification (Nat Cert)

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

This role involves providing advice on a specific range of products to a designated market segment. The individual is responsible 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: Welcome visitors and assist with various requests for information, referring more complex matters to colleagues.
• Customer Relationship Management (CRM) Data: Ensure customer details in the system are accurate, and record follow-up actions and notes from sales calls.
• Customer Needs Clarification: Interview customers following a sales script to understand their requirements.
• Customer Relationship Development / Prospecting: Make calls to potential customers to develop relationships and provide first contact for queries and complaints.
• Operational Compliance: Follow mandatory procedures to ensure quality standards and compliance with regulations 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 data into spreadsheets or standard formats.
• Network of Influence: Participate in and contribute to networks inside and outside the company.

Skills

• Ability to Sell (Inactive)
• Communication
• Company Policies
• Credit Policies
• Customer Centric Selling
• Digital Savvy (Inactive)
• Interpersonal Relationship Management
• Numeracy
• Sales

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

National Certification (Nat Cert) is required.

Closing Date

29 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!