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OMF Financial Consultant

Full Time
  • Full Time
  • Gauteng

Website Old Mutual

Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people.

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

  • Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales

Competencies

  • Balances Stakeholders
  • Builds Networks
  • Communicates Effectively
  • Customer Focus
  • Ensures Accountability
  • Instills Trust
  • Interpersonal Savvy
  • Manages Complexity

Education

  • National Certification (Nat Cert)  (Required)

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