Omf Financial Consultant (Mitchellsplain Town Centre)

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OMF Financial Consultant (Mitchellsplain Town Centre)Apply locations Cape Town | Full time | Posted Yesterday | Job Requisition ID: JR-66804
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 targeted market and is individually accountable for achieving results through their own efforts.
ResponsibilitiesCustomer Service: Carry out standard customer service activities and handle simple inquiries.Solutions Analysis: Assess compliance with standards and protocols for routine inquiries.Receiving Visitors: Welcome visitors and assist with information requests, referring complex matters to colleagues.Customer Relationship Management (CRM): Maintain accurate customer data and document follow-up actions and notes from sales calls.Customer Needs Clarification: Interview customers using a sales script to understand their requirements.Customer Relationship Development / Prospecting: Contact potential customers via calls or in person to build relationships and resolve queries.Operational Compliance: Follow mandatory procedures to meet quality standards and comply with regulations and codes of conduct.Business Development: Support routine business development tasks following established procedures.Sales Opportunities Creation: Identify potential customers through referrals and recommendations.Data Exploration: Select and input relevant data into spreadsheets or standard formats.Network of Influence: Participate in and contribute to networks inside and outside the company.SkillsAbility to Sell (Inactive)CommunicationCompany PoliciesCredit PoliciesCustomer Centric SellingDigital Savvy (Inactive)Interpersonal Relationship ManagementNumeracySalesCompetenciesBalances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages ComplexityEducationMatriculation Certificate (Matric) (Required)
Closing Date11 June 2025, 23:59
The appointment will be made in line with Old Mutual South Africa's Employment Equity Plan and specific business unit policies. The Old Mutual Story! Similar Jobs (1)OMF Financial Consultant (Cape Gate Mall Kraaifontein)Locations: Cape Town | Full time | Posted Yesterday
Old Mutual is a leading African financial services organization offering a broad spectrum of solutions across 14 countries, including Life and Savings, Property and Casualty, Asset Management, and Banking and Lending.
We are committed to Championing Mutually Positive Futures Every Day, believing that great customer experiences start with great employee experiences.

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