OMF Financial Consultant (Umlazi)

Old Mutual South Africa; Durban; On-site; ZAR 120,000 - 180,000; Full time

Job summary

A leading financial services provider in Durban is seeking a customer-oriented individual for a role focused on customer service and relationship management. Responsibilities include managing inquiries, ensuring compliance, and supporting business development. The ideal candidate must have a Matriculation Certificate and strong interpersonal skills. This position aims to enhance customer relationships and foster compliance with standards.

Responsibilities

• Conduct standard customer service activities and handle inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests.
• Maintain accurate customer details in CRM and note follow-up actions.
• Interview customers to clarify their requirements.
• Make calls to develop customer relationships.
• Follow mandatory procedures for operational compliance.

Skills

Consultative Selling

Customer Service

Customer Focused

Identifying Customer Needs

Oral Communications

Sales Software

Education

Matriculation Certificate (Matric)

Job description

Overview

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Let\'s Write Africa\'s Story Together!

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 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

Matriculation Certificate (Matric) (Required)

Closing Date

24 September 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.