Old Mutual is on the lookout for skilled and driven candidates to fill the position of OMF Financial Consultant across multiple locations.
Position: OMF Financial Consultant
Job Requisition id: JR-63689
Location: Malmesbury, Parow, Graaff-Reinet, Mossel Bay, Maponya Mall, Tsakane Mall, Rustenburg Leyd, Giyani Mall, Mthatha Mall, Parys Kort Street, Durban Smith Street, Paarl Convenience Centre, Goodwood N1 City Mall, Polokwane Mall of the North.
Closing Date: 17 March 2025
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
- Matriculation Certificate (Matric) (Required)
Closing Date: 17 March 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.
If you are keen on this opportunity, please take a moment to submit your CV today.
How To Apply
- OMF Financial Consultant (Malmesbury)
- OMF Financial Consultant (Parow)
- OMF Financial Consultant (Graaff-Reinet)
- OMF Financial Consultant (Mossel Bay)
- OMF Financial Consultant (Maponya Mall)
- OMF Financial Consultant (Tsakane Mall)
- OMF Financial Consultant (Rustenburg Leyd)
- OMF Financial Consultant (Giyani Mall)
- OMF Financial Consultant(Mthatha Mall)
- OMF Financial Consultant (Parys Kort Street)
- OMF FINANCIAL CONSULTANT (DURBAN SMITH STREET)
- OMF Financial Consultant (Paarl Convenience Centre)
- OMF Financial Consultant (Goodwood N1 City Mall)
- OMF Financial Consultant (Polokwane Mall of the North)