OMF Financial Consultant (Grahamstown)

Posted 4 Days Ago
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Grahamstown, Sarah Baartman, Eastern Cape
Entry level
Fintech • Payments • Financial Services
The Role
The OMF Financial Consultant at Old Mutual provides tailored advice on financial products to a specific market. Responsibilities include customer service, relationship development, customer needs assessment, and compliance with procedures. The role focuses on business development and sales opportunities by interacting with potential customers and ensuring accurate data management.
Summary Generated by Built In

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.

ResponsibilitiesCustomer 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

Business Development, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Follow-Ups, Customer Inquiries, Customer Queries, Customer Relationship Development, Customer Relationships, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

Matriculation Certificate (Matric) (Required)

Closing Date

10 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.

The Old Mutual Story!

Top Skills

Business Development
Consultative Selling
Customer Feedback Management
Customer Follow-Ups
Customer Inquiries
Customer Queries
Customer Relationship Development
Customer Relationships
Customer Service
Customer Understanding
Customer-Focused
Evaluating Information
Identifying Customer Needs
Identifying Sales Opportunities
Oral Communications
Probing Questions
Qualifying Prospects
Sales
Sales Data Management
Sales Software
Strategic Selling
Strengthening Customer Relationships
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The Company
Gauteng
12,448 Employees
On-site Workplace

What We Do

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.

Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica

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