Old Mutual
OMF Financial Consultant - Carlton Centre Branch
This job is now closed
Job Description
- Req#: JR-66365
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
na 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
Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, SalesCompetencies
Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages ComplexityEducation
National Certification (Nat Cert) (Required)Closing Date
26 May 2025 , 23:59The 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!
About the company
Old Mutual Limited is a pan-African investment, savings, insurance, and banking group.
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