Old Mutual: OMF Financial Consultant (Giyani)

  • Post author:

The Old Mutual invites interested and suitably qualified candidates to apply for the position of OMF Financial Consultant to be based in Giyani, Limpopo.

Position: OMF Financial Consultant (Giyani)

Job requisition id: JR-61418

Job Type: Full time

Location: Giyani, Limpopo

Closing Date: 18 December 2024

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

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: 18 December 2024 at 23:59

How To Apply

Apply Here: OMF Financial Consultant (Giyani)

Share this job