Omf Financial Consultant (pinetown) At Old Mutual South Africa

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.





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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



13 October 2026 , 23:59