OMF Financial Consultant (Vredendal Voortrekker)

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OMF Financial Consultant (Vredendal Voortrekker)

Apply locations Vredendal time type Full time posted on Posted Yesterday job requisition id JR-65799

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 responsible for achieving results through their own efforts.

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 customer details in the system are accurate, and record follow-up actions and notes from sales calls.
• Customer Needs Clarification: Interview customers using a sales script to clarify their requirements.
• Customer Relationship Development / Prospecting: Make calls to potential customers to develop relationships and resolve queries and complaints.
• Operational Compliance: Follow mandatory procedures to meet quality standards and adhere to regulations and codes of conduct.
• Business Development: Support routine business development tasks following established procedures.
• Sales Opportunities Creation: Identify potential customers through referrals and recommendations.
• Data Exploration: Select and input appropriate data into spreadsheets or standard formats.
• Network of Influence: Participate in and contribute to networks inside and outside the company.

Skills and Competencies

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

Education

Matriculation Certificate (Matric) (Required)

Closing Date

01 May 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!

About Us

Old Mutual is a leading African financial services organization offering a broad range of financial solutions across 14 countries. Our lines of business include Life and Savings, Property and Casualty, Asset Management, and Banking and Lending. We are committed to Championing Mutually Positive Futures Every Day, believing that a great customer experience starts with a great employee experience.