OMF Financial Consultant (Eshowe) at Old Mutual

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.


Education


NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent


Closing Date


25 February 2026 , 23:59