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OMF Financial Consultant (Bellville Voortrekker)
Old Mutual
Cape Town
Sur place
ZAR 300 000 - 400 000
Plein temps
Il y a 13 jours

Résumé du poste

A leading financial services provider in Cape Town seeks a customer service representative to provide expert product advice and support. The ideal candidate will excel in consultative selling, manage customer relationships, and assist in business development. A Matriculation Certificate is mandatory. This is a full-time position with a closing date of 29 September 2025.

Responsabilités

  • 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.
  • Interview the customer to clarify the customer's requirements.
  • Make calls to potential customers to develop relationships and provide a first point of contact for resolving customer queries.
  • Follow mandatory procedures to ensure quality standards and regulatory adherence.
  • Carry out routine business development support tasks.
  • Identify potential customers by obtaining information, referrals, and recommendations.
  • Select appropriate data and input into spreadsheets.
  • Participate in and contribute to a network of people and ideas.

Connaissances

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

Formation

Matriculation Certificate (Matric)
Description du poste
Overview

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
  • 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, together with notes of actions taken during each sales call.
  • 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. Provide a first point of contact for resolving customer queries and complaints.
  • 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.
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

Matriculation Certificate (Matric)

Closing Date

29 September 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.

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* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.

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