OMF Financial Consultant ( Tsakane Mall)

Old Mutual South Africa; Springs; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading company in South Africa is seeking a customer service advisor to provide tailored product advice and develop customer relationships. The ideal candidate will possess strong consultative selling skills and have a proven background in customer service. This role offers an opportunity to impact customer satisfaction and drive business development efforts.

Qualifications

• Proven consultative selling abilities with strong customer focus.
• Experience in customer service and managing customer relationships.
• Ability to identify customer needs and sales opportunities.

Responsibilities

• Provide advice on products to a designated market segment.
• Develop customer relationships and handle inquiries.
• Ensure compliance with standards and company procedures.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Sales Data Management

Strategic Selling

Education

NQF Level 5 - Higher, Advanced, or Occupational Certificate or equivalent

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 designated market segment and is accountable for achieving results through their own efforts.

Responsibilities

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 requests for information, 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 to clarify their requirements following a sales script.
6. Customer Relationship Development / Prospecting: Make calls to potential customers to develop relationships and provide first contact for 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 referrals and recommendations.
10. Data Exploration: Manage data by selecting and inputting information into spreadsheets or 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

NQF Level 5 - Higher, Advanced, or Occupational Certificate or equivalent

Closing Date

10 June 2025, 23:59

Note: The appointment will be made in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.

The Old Mutual Story!