OMF Financial Consultant (Upington)

Old Mutual; Upington; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A financial services provider in Upington is looking for an individual to provide customer service and support business development efforts. Responsibilities include handling customer inquiries, maintaining accurate customer information, and developing relationships with potential clients. Required qualifications include a Matriculation Certificate and strong communication skills. This role is essential for ensuring quality service and compliance with internal standards.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information.
• Ensure that basic customer details in the system are accurate.
• Interview customers to clarify their requirements.
• Make calls to potential customers to develop relationships.
• Follow mandatory procedures to ensure quality standards.
• Support routine business development tasks.
• Identify potential customers through information and referrals.
• Select and input appropriate data into spreadsheets.
• Participate in and contribute to networks inside and outside the company.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

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 designated market segment and is 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 in the system are accurate, and make notes of follow-up actions and notes of actions taken during each sales call.
• Customer Needs Clarification: Interview customers using a multilevel sales script to clarify their requirements.
• Customer Relationship Development / Prospecting: Make calls to potential customers to develop relationships and provide a first point of contact for resolving queries and complaints.
• Operational Compliance: Follow mandatory procedures to ensure work meets quality standards and complies with regulatory and internal codes.
• Business Development: Support routine business development tasks following established procedures.
• Sales Opportunities Creation: Identify potential customers through information, referrals, and recommendations.
• Data Exploration: Select and input appropriate data into spreadsheets or standard formats.
• Network of Influence: Participate in and contribute to networks inside and outside the company.

Skills & Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

Matriculation Certificate (Matric)

Closing Date

17 August 2025, 23:59

Note: 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.

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