OMF Financial Consultant (Witbank Kwaguqa-KG Mall)

Old Mutual; Witbank; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services provider in Northern Cape is seeking an individual to provide customer service and support sales activities. The role involves assisting customers with inquiries, maintaining accurate records, and building relationships with potential clients. Candidates must possess a Matriculation Certificate and strong communication skills. This position offers the opportunity to grow within a customer-centric environment.

Qualifications

• Strong communication skills for customer interaction.
• Ability to build and maintain customer relationships.
• Understanding of company policies and product offerings.

Responsibilities

• Assist customers with inquiries and provide information.
• Maintain accurate customer records in CRM.
• Identify and develop potential customer relationships.

Skills

Ability to Sell

Communication

Customer Centric Selling

Interpersonal Relationship Management

Numeracy

Education

Matriculation Certificate (Matric)

Job description

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 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 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 Clarification

Interview the customer, following a multilevel sales script, to clarify the customer's requirements.

Customer Relationship Development / Prospecting

Make 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 Compliance

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.

Business Development

Carry out routine business development support tasks and assist others by following established procedures.

Sales Opportunities Creation

Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Data Exploration

Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.

Network of Influence

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.

Skills

Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales

Competencies

Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

Matriculation Certificate (Matric)

Closing Date

07 August 2025 , 23 : 59