OMF Financial Consultant (Mmabatho Mega City) at Old Mutual

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.


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 5 - Higher, Advance or Occupational Certificate or equivalent


Closing Date

22 January 2026 , 23:59