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    Old Mutual Finance (Pty) Ltd

    Financial Services

    OMF Financial Consultant (Nelspruit)(Talent pool)

    Nelspruit, South AfricaPosted 4mo ago
    All Old Mutual Finance (Pty) Ltd jobs

    Job description

    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

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    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

    NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

    Closing Date

    30 December 2026 , 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!

    Job details are sourced from the employer's original posting.

    Open job posting
    OL

    About the company

    Old Mutual Finance (Pty) Ltd

    Old Mutual Finance provides a range of financial services, including loans and insurance, to individuals and small businesses.

    View all Old Mutual Finance (Pty) Ltd jobs
    Industry
    Financial Services
    Open roles
    4

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