Omf Financial Consultant( Springs Mall)

Old Mutual Limited; Gauteng; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services company is seeking a dedicated individual for a role focused on customer service and sales. You will be responsible for handling inquiries, providing advice on products, and building relationships with clients. The ideal candidate will possess strong communication skills and a customer-centric approach, alongside the ability to follow established procedures and processes.

Qualifications

• Strong communication skills with a focus on customer service and sales.
• Ability to effectively manage customer relationships and inquiries.
• Understanding of company and credit policies.

Responsibilities

• Carry out customer service activities and handle inquiries.
• Analyze solutions for compliance with standards.
• Interview customers to clarify requirements.
• Make calls to develop relationships with potential customers.

Skills

Ability to Sell

Communication

Customer Centric Selling

Interpersonal Relationship Management

Numeracy

Sales

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

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Analyze solutions: assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Ensure that basic customer details in the system are accurate, and make notes of follow‑up actions promised and actions taken during each sales call.
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Make calls (by telephone or in person) to allocated potential customers to develop relationships and serve as the first point of contact for resolving customer queries and complaints.
• Follow 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.
• Carry out routine business development support tasks and assist others by following established procedures.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• Demonstrate 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

• 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