OMF Financial Consultant (Umzimkhulu)

Old Mutual; Umzimkhulu Local Municipality; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A financial services firm in KwaZulu-Natal is looking for a Customer Service Representative to provide advice on a range of products and manage client relationships. The ideal candidate should have strong sales and communication skills and a Matriculation Certificate. This position involves assessing customer needs and ensuring compliance with operational procedures while driving business development. Applications are invited until 04 August 2025.

Responsibilities

• Provide advice on a specific range of products.
• Assist with customer inquiries and requests.
• Ensure customer details in the CRM system are accurate.
• Clarify customer requirements through interviews.
• Develop relationships with potential customers.

Skills

Ability to Sell

Communication

Customer Centric Selling

Interpersonal Relationship Management

Sales

Education

Matriculation Certificate (Matric)

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 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

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 Ensures Accountability Instills Trust Interpersonal Savvy Manages Complexity

Education

Matriculation Certificate (Matric) (Required)

Closing Date

04 August 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!