OMF Financial Consultant

1 week ago

Pinetown, South Africa Old Mutual Full time

Overview Job title : OMF Financial Consultant (Pinetown) Job Location : KwaZulu-Natal, Pinetown Deadline : January 30, 2026 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 suggestions 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 / Skills Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages Complexity Closing Date 03 December 2025 Sales / Retail / Business Development jobs #J-18808-Ljbffr

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