OMF Financial Consultant (Rustenburg Plaza)

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

Job summary

Old Mutual seeks a dedicated individual to provide tailored advice on financial products, focusing on enhancing customer relationships and business development. Responsibilities include customer service, operational compliance, and nurturing sales opportunities. The ideal candidate possesses strong consultative selling skills and a Matriculation Certificate.

Qualifications

• Matriculation Certificate (Matric) is required.

Responsibilities

• Conduct customer service activities and manage inquiries.
• Assess compliance with standards for routine inquiries.
• Support business development tasks and identify sales opportunities.

Skills

Consultative Selling

Customer Feedback Management

Analytical Skills

Customer Service

Oral Communications

Education

Matriculation Certificate

Tools

Sales Software

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. Key responsibilities include:

1. Customer Service: Carry out standard customer service activities and handle simple customer inquiries.
2. Solutions Analysis: Assess compliance with established 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: Ensure customer details are accurate in the system and record follow-up actions and notes from sales calls.
5. Customer Needs Clarification: Interview customers using a sales script to understand their requirements.
6. Customer Relationship Development / Prospecting: Contact potential customers via phone or in person to build 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 tasks 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
• 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

Matriculation Certificate (Matric) is required.

Closing Date

08 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!