OMF Financial Consultant (Tshilamba)

Old Mutual South Africa; Thohoyandou; Presencial; ZAR 120.000 - 180.000; Jornada completa

Descripción de la vacante

Old Mutual South Africa seeks a frontline advisor to provide product guidance to a targeted market and achieve results through individual effort. You will perform routine customer service tasks, manage CRM data, and interview customers to clarify needs.

Responsibilities include developing relationships with potential customers, supporting business development, and ensuring compliance with internal and regulatory standards. Closing date 26 October 2026.

Formación

• NQF Level 4 - Grade 12 or equivalent (Required).
• Ability to follow a multilevel sales script and gather customer requirements.
• Willingness to carry out routine business development support tasks.

Responsabilidades

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with information requests; refer complex matters to colleagues.
• Ensure customer details in CRM are accurate and document follow-up actions.
• Interview customers to clarify requirements using a sales script.
• Make calls or meet allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Carry out routine business development support tasks and assist others by established procedures.
• Identify potential customers by obtaining information and referrals from existing customers.
• Input data accurately into spreadsheets or standard formats.
• Contribute to building a network of influence inside and outside the company.

Conocimientos

Consultative Selling

Customer Service

Customer Understanding

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Identifying Sales Opportunities

Educación

Grade 12 / NQF Level 4

Herramientas

Sales Software

Descripción del empleo

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 are individually accountable 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: Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Customer Relationship Management (CRM) Data: Ensure 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 Clarification: Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Customer Relationship Development / Prospecting: Make 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 Compliance: 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.
• Business Development: Carry out routine business development support tasks and assist others by following established procedures.
• Sales Opportunities Creation: Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Data Exploration: Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• Network of Influence: 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

• 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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required).

Closing Date

26 October 2026 , 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!