OMF FINANCIAL CONSULTANT

7 days ago


Pretoria, South Africa Old Mutual South Africa Full time

OMF FINANCIAL CONSULTANT (Pretoria South) – Old Mutual South Africa 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 Carry out standard customer service activities and handle simple customer inquiries. Assess compliance with established standards and protocols for routine inquiries. Receive visitors and assist with various requests for information, referring more complex matters to colleagues. Ensure accurate customer details in the system and make notes of follow-up actions. Interview the customer following a multilevel sales script to clarify the customer's requirements. Make calls to allocated potential customers to develop relationships and serve as first point of contact for resolving queries and complaints. Follow mandatory procedures to ensure quality standards and adhere to regulatory codes. Carry out routine business development support tasks and assist others by following established procedures. Identify potential customers by obtaining information, referrals, and recommendations from existing customers. Select appropriate data from information provided by others and input that data into spreadsheets or standard formats. Demonstrate understanding of the value of networking and contribute to a network of people, technologies, and ideas. 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 NQF Level 4 – Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent. Closing Date 14 December 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 #J-18808-Ljbffr



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