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OMF Financial Consultant (Claremont)

OMF Financial Consultant (Claremont)

Old MutualCape Town, ZA
3 days ago
Job description

Job title : OMF Financial Consultant (Claremont)

Job Location : Western Cape, Cape Town

Deadline : December 31, 2025

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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 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

  • 04 November 2025
  • Sales / Retail / Business Development  jobs
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    Financial Consultant • Cape Town, ZA

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