OMF Financial Consultant (Vredendal Voortrekker)

Old Mutual Limited; Vredendal; A distancia; ZAR 180.000 - 240.000; Jornada completa

Descripción de la vacante

Old Mutual Limited in Vredendal is seeking an OMF Financial Consultant to provide product advice to a defined market and to be the first point of contact for customer inquiries.

You will handle inquiries, maintain CRM data, develop client relationships, and support business development while adhering to regulatory standards. This role emphasizes service, accuracy, and proactive communication, with an emphasis on integrity and customer care.

Formación

• Matriculation with coursework in customer service and sales.
• Ability to handle standard inquiries and maintain CRM data.
• Strong communication and relationship-building skills.
• Understanding of compliance and regulatory requirements.
• Comfort with calling prospects and fielding client questions.
• Team-oriented with a proactive approach to development.

Responsabilidades

• 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.
• 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.
• 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.

Conocimientos

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Educación

Matriculation Certificate (Matric)

Descripción del empleo

OMF Financial Consultant (Vredendal Voortrekker)Our website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### OMF Financial Consultant (Vredendal Voortrekker)Apply: Vredendal: Full time: Posted Today: JR-85345**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.**Skills****Competencies**Balances Stakeholders### ### Builds Networks### ### Communicates Effectively### ### Customer Focus### ### Ensures Accountability### ### Instills Trust### ### Interpersonal Savvy### ### Manages Complexity**Education**Matriculation Certificate (Matric) (Required)**Closing Date**17 November 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.***