OMF Financial Consultant - (Vanderbijlpark, Vaalgate)

Old Mutual South Africa; Vanderbijlpark; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services firm in Vanderbijlpark is looking for a customer-focused representative to handle customer inquiries and develop relationships. Candidates should have consultative selling skills and experience in customer service. An education of at least NQF Level 4 is required. This role involves networking and ensuring operational compliance in a dynamic environment, making it ideal for someone passionate about customer service.

Qualifications

• Experience in customer service activities.
• Skills in consultative selling and customer relationship management.
• Education at NQF Level 4 or equivalent.

Responsibilities

• Carry out standard customer service activities.
• Assess compliance with established standards.
• Receive visitors and assist with their requests.
• Ensure customer details in the system are accurate.
• Interview customers to clarify requirements.
• Develop relationships with potential customers.
• Follow mandatory procedures for quality standards.

Skills

Consultative Selling

Customer Service

Sales Opportunities

Oral Communications

Customer Feedback Management

Education

NQF Level 4 - Grade 12

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

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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

21 December 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.

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