OMF Financial Consultant (Upington)

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

Job summary

A leading financial services company in Upington is seeking a Customer Service Representative. The role involves handling customer inquiries, ensuring compliance with standards, and developing customer relationships. Candidates should have a Matriculation Certificate and demonstrate strong customer focus and effective communication skills. This position is aligned with the company's commitment to employment equity.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with various requests for information.
• Ensure customer details in the system are accurate.
• Interview customers to clarify their requirements.
• Develop relationships with potential customers through calls.
• Follow mandatory procedures for quality standards.
• Assist with routine business development support tasks.
• Identify potential customers by obtaining information from existing ones.
• Input data into spreadsheets or formats from information provided.
• Participate and contribute to a network of people and ideas.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

Matriculation Certificate (Matric)

Job description

Overview

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

• 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, referring more complex matters to colleagues.
• 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.
• Interview the customer, following a multilevel sales script, to clarify the customer\'s requirements.
• 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.
• 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.
• Carry out routine business development support tasks and assist others by following established procedures.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• 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 and Competencies

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

Education

Matriculation Certificate (Matric)

Closing Date

16 October 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.