OMF Financial Consultant (Vereeniging)

Old Mutual Limited; Vereeniging; Presencial; ZAR 260.000 - 420.000; Jornada completa

Descripción de la vacante

Old Mutual Limited in Vereeniging is seeking an OMF Financial Consultant to advise a defined market on a product range, combining consultative selling with strong customer service. You will handle inquiries, qualify needs, and initiate development of customer relationships through proactive outreach and in-person engagement.

The role emphasizes compliance, CRM data accuracy, and execution of standard procedures.

Formación

• NQF Level 4 or equivalent is required.
• Experience in consultative selling and customer service.
• Ability to handle inquiries and clarify customer needs.
• Proficiency with CRM data and basic data entry.

Responsabilidades

• Provide advice on a specific range of products to a defined market.
• Carry out standard customer service activities and handle inquiries.
• Identify sales opportunities and develop relationships with potential customers.
• Ensure compliant with internal/external codes and procedures.

Conocimientos

Consultative Selling

Customer-Focused

Customer Service

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Strategic Selling

Educación

NQF Level 4 - Grade 12, National or Occupational Certificate or equivalent (Required)

Descripción del empleo

## OMF Financial Consultant (Vereeniging)Apply: Vereeniging: Full time: Posted Today: JR-84327**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 ServiceCarry out standard customer service activities and handle simple customer inquiries.## Solutions AnalysisAssess compliance with established standards and protocols for routine inquiries.## Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.## Customer Relationship Management (CRM) DataEnsure 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 ClarificationInterview the customer, following a multilevel sales script, to clarify the customer's requirements.## Customer Relationship Development / ProspectingMake 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 ComplianceFollow 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 DevelopmentCarry out routine business development support tasks and assist others by following established procedures.## Sales Opportunities CreationIdentify potential customers by obtaining information, referrals, and recommendations from existing customers.## Data ExplorationSelect appropriate data from information provided by others and input that data into spreadsheets or standard formats.## Network of InfluenceDemonstrate 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.na**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**10 October 2026 , 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.***