OMF Financial Consultant (Vangate Mall)

Old Mutual; Cape Town; On-site; ZAR 150,000 - 300,000; Full time

Job summary

A leading company in financial services seeks an individual for a customer service and sales role. This position involves engaging with clients, managing their inquiries, and supporting business development efforts. If you are driven by customer success and possess strong communication skills, we want to hear from you. Join us in writing Africa's story together.

Qualifications

• Certification is required for the role.
• Strong selling and communication skills are essential.
• A focus on customer relationships and teamwork is needed.

Responsibilities

• Provide customer service and manage customer relationships.
• Support business development tasks and identify sales opportunities.
• Adhere to company compliance procedures.

Skills

Communication

Customer Centric Selling

Sales

Interpersonal Relationship Management

Numeracy

Education

National Certification (Nat Cert)

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 include:

• 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: Welcome visitors and assist with various information requests, referring more complex matters to colleagues.
• Customer Relationship Management (CRM) Data: Ensure customer details in the system are accurate and document follow-up actions and notes from sales calls.
• 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 serve as the first point of contact for queries and complaints.
• Operational Compliance: Follow mandatory procedures to meet quality standards and adhere to 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 data into spreadsheets or standard formats.
• Network of Influence: Participate in and contribute to networks 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

National Certification (Nat Cert) is required.

Closing Date

12 June 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!