OMF FINANCIAL CONSULTANT MTHATHA PLAZA Apply locations: Mthatha
Time type: Full time
Posted on: Posted 2 Days Ago
Job requisition id: JR-61638
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job DescriptionProvides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.
ResponsibilitiesCustomer ServiceCarry out standard customer service activities and handle simple customer inquiries.
Solutions AnalysisAssess compliance with established standards and protocols for routine inquiries.
Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) DataEnsure 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 ClarificationInterview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / ProspectingMake 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 ComplianceFollow 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 DevelopmentCarry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities CreationIdentify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data ExplorationSelect appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of InfluenceDemonstrate 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.
SkillsAbility to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales
CompetenciesBalances Stakeholders, Builds Networks, Communicates Effectively, Customer Focus, Ensures Accountability, Instills Trust, Interpersonal Savvy, Manages Complexity
EducationNational Certification (Nat Cert) (Required)
Closing Date26 December 2024, 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. Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to the Old Mutual's Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so. About UsOld Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
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