OMF Financial Consultant (Volkstrust)

Old Mutual
Pixley Ka Seme Local Municipality, Mpumalanga
Full time
2 days ago

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

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

09 July 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!

Apply
Other Job Recommendations:

OMF Financial Consultant (Atlantis)

Old Mutual
Cape Town, Wes-Kaap
The incumbent is individually accountable for achieving results through own efforts Meets monthly sales targets in terms of...
2 days ago

OMF Financial Consultant( Meadowdale Mall Germiston) x2

Old Mutual
Johannesburg, Gauteng
Provide a first point of contact for resolving customer queries and complaints. Follow a range of mandatory procedures to ensure...
1 week ago

OMF Financial Consultant (Meyerton)

Old Mutual
Midvaal Local Municipality, Gauteng
Provide a first point of contact for resolving customer queries and complaints. Follow a range of mandatory procedures to ensure...
1 week ago

OMF Financial Consultant (Bloemfontein CBD)

Old Mutual Limited
Bloemfontein, Vrystaat
Has a good understanding of products and services. Provide advanced product/service information. Record and process customer...
3 weeks ago

OMF Financial Consultant (Newcastle Scott Street)

Old Mutual Limited
Newcastle, KwaZulu-Natal
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this...
3 weeks ago