Old Mutual

OMF Financial Consultant (OMF Vereeniging)


PayCompetitive
LocationVereeniging/Gauteng
Employment typeFull-Time

This job is now closed

  • Job Description

      Req#: JR-65488

      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

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      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

      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, Advance or Occupational Certificate or equivalent

      Closing Date

      17 April 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 the company

      Old Mutual Limited is a pan-African investment, savings, insurance, and banking group.