OMF Financial Consultant (Vosloorus Chris Hani)

Old Mutual South Africa; Gauteng; On-site; ZAR 25 000 - 45 000; Full time

Job summary

Join a forward-thinking company dedicated to harnessing the African opportunity! In this role, you will provide tailored advice on a range of products, ensuring customer satisfaction through effective relationship management. Your responsibilities will include customer service, solutions analysis, and business development, all aimed at achieving outstanding results. If you are passionate about helping others and thrive in a dynamic environment, this position offers the perfect platform for your skills and ambitions. Embrace the chance to make a difference in the lives of customers while contributing to a vibrant team culture.

Qualifications

• Experience in consultative selling and customer relationship management.
• Ability to analyze customer needs and provide tailored solutions.

Responsibilities

• Deliver exceptional customer service and manage inquiries effectively.
• Identify and develop relationships with potential customers.

Skills

Consultative Selling

Customer Service

Sales Opportunities

Customer Feedback Management

Oral Communications

Customer Understanding

Sales Data Management

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate

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 commitment.

Job Description

Provides advice on a specific range of products to a targeted market segment and is individually responsible for achieving results through personal efforts.

Responsibilities

1. Customer Service: Carry out standard customer service activities and handle simple customer inquiries.
2. Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries.
3. Receiving Visitors: Welcome visitors and assist with requests for information, referring complex matters to colleagues.
4. Customer Relationship Management (CRM) Data: Ensure customer details are accurate and document follow-up actions and notes from sales calls.
5. Customer Needs Clarification: Interview customers to clarify their requirements using a multilevel sales script.
6. Customer Relationship Development / Prospecting: Make calls to potential customers to develop relationships and serve as a first point of contact for queries and complaints.
7. Operational Compliance: Follow mandatory procedures to meet quality standards and adhere to regulatory and internal codes.
8. Business Development: Support routine business development tasks following established procedures.
9. Sales Opportunities Creation: Identify potential customers through referrals and recommendations.
10. Data Exploration: Select and input data into spreadsheets or formats.
11. Network of Influence: Participate in and contribute to internal and external networks of people, technologies, and ideas.

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

Core Competencies

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

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent

Closing Date

30 April 2025, 23:59

The appointment will be made in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.