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OMF Financial Consultant (Katlehong)

Old Mutual South Africa
Gauteng
ZAR 300 000 - 400 000
Description du poste
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: Welcome visitors and assist with various requests for information, referring complex matters to colleagues.
  • Customer Relationship Management (CRM) Data: Ensure customer details in the system are accurate; record follow-up actions and notes from sales calls.
  • Customer Needs Clarification: Interview customers, following a sales script, to clarify 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 regulatory and internal codes.
  • Business Development: Support routine business development tasks following established procedures.
  • Sales Opportunities Creation: Identify potential customers through information, referrals, and recommendations.
  • Data Exploration: Select and input data into spreadsheets or standard formats.
  • Network of Influence: Participate in and contribute to networks 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

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

Closing Date

05 June 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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