OMF Financial Consultant

2 weeks ago

Queenstown, Australia Old Mutual South Africa Full time

Join to apply for the OMF Financial Consultant (Engcobo) role at Old Mutual South Africa

Overview

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

Matriculation Certificate (Matric)

Closing Date

04 September 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.

Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Finance and Sales

Referrals increase your chances of interviewing at Old Mutual South Africa by 2x


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