OMF Financial Consultant
6 days ago
Lets Write Africas 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 customers 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) Closing Date 09 October : 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. Required Experience Contract Key Skills Sales Experience Direct Sales Hyperion Financial Services Financial Concepts Banking Oracle EBS Securities Law Peoplesoft Oracle Financial Management Workday Employment Type Full Time Experience years Vacancy 1 #J-18808-Ljbffr
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Corporate Financial Consultant
21 hours ago
East London, South Africa Bayport Financial Services Full timeThe Corporate Financial Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of employee’s financial situation, providing them with consolidation and/or personal loan solutions and educating employees on basic principles of good financial health. To contribute to Bayport...
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Financial Wellbeing Consultant
2 weeks ago
East London, South Africa Kamo Placements Full time**JOB DESCRIPTION** - Make outbound calls to all relevant Retirees, Leavers and Joiners where necessary - Take inbound telephonic calls and provide the relevant RBC and or advice to the individual clients from our Corporate Client base. - To assist with campaigns, themed campaigns, projects and initiatives as required - As required, to assist with worksite...
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Financial Services Sales Consultant
2 weeks ago
East London, South Africa Octogen Pty Ltd Full time**An opportunity exists for a dynamic and energetic self-starter who is passionate about sales and creating an exceptional experience for clients.** **If you have what it takes you can earn from R12000.00 per month upwards!** **Purpose of role is to meet monthly sales targets by**: - Coaching clients to achieve a healthy financial lifestyle - Personal and...
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Branch Consultant
2 weeks ago
East London, South Africa Sanlam Full timeOverview Sanlam East London, Eastern Cape, South Africa Branch Consultant / Financial Advisor - East London Sanlam Developing Markets (SDM) is a wholesale subsidiary of Sanlam Life Limited and a top financial services provider for the South African entry-level and emerging middle market. It offers a wide range of simple and affordable financial solutions...
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Branch Consultant
2 weeks ago
East London, South Africa Sanlam Full timeOverview Sanlam East London, Eastern Cape, South Africa Branch Consultant / Financial Advisor - East London Sanlam Developing Markets (SDM) is a wholesale subsidiary of Sanlam Life Limited and a top financial services provider for the South African entry-level and emerging middle market. It offers a wide range of simple and affordable financial solutions...
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Branch Consultant
4 weeks ago
East London, South Africa Sanlam Full timeWho are we? Sanlam Developing Markets (SDM) (a wholly‑owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry‑level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...
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Training and Services Consultant
1 week ago
East London, South Africa JSM Business Services Full timeA dynamic company based in Pretoria in the Insurance Sector is seeking to appoint a Training & Services Consultant in the Eastern Cape (East London) to provide an effective and efficient support to debt councellors and their staff as well as internal training to new sales and admin staff. Duties & Responsibilities - Training of newly signed up Debtor...
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Africa Financial Solutions Consultant
6 days ago
East London, South Africa Old Mutual Full timeA leading financial services provider in East London is seeking a Sales Advisor to provide tailored advice on financial products. The ideal candidate will demonstrate strong customer relationship skills and sales experience. Responsibilities include customer service, compliance management, and identifying sales opportunities. This full-time role offers the...
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Financial Manager
3 weeks ago
East London, South Africa Network Finance Full timeReference : NFR -Arist-1 Are you an experienced finance professional ready to step into a role where your commercial insight and leadership can truly make an impact? Whether you are looking for a position as a Financial Manager, Commercial Finance Accountant, or Senior Reporting professional, we can help match you with roles that align with your career...
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Branch Consultant
4 weeks ago
East London, South Africa Sanlam Full timeWho are we? Sanlam Developing Markets (SDM) (a wholly‑owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry‑level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...
