OMF Financial Consultant (Wolmaranstad)Old Mutual • ZA
OMF Financial Consultant (Wolmaranstad)
Old Mutual • ZA
30+ days ago
Job descriptionProvides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. 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 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. Interview the customer, following a multilevel sales script, to clarify the customer's requirements. 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. 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. 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 by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company. Ability to Sell (Inactive) Communication Company Policies Credit Policies Customer Centric Selling Digital Savvy (Inactive) Interpersonal Relationship Management Numeracy, Sales Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages Complexity Matriculation Certificate (Matric) (Required) 20 July 2025 Sales / Retail / Business Development jobs
Job title : OMF Financial Consultant (Wolmaranstad)
Job Location : North West,
Deadline : December 30, 2025
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StartFragment
Job Description
Responsibilities
Customer Service
Solutions Analysis
Receiving Visitors
Customer Relationship Management (CRM) Data
Customer Needs Clarification
Customer Relationship Development / Prospecting
Operational Compliance
Business Development
Sales Opportunities Creation
Data Exploration
Network of Influence
Skills
Competencies
Education
Closing Date
EndFragment
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Financial Consultant • ZA
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