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Old Mutual South Africa · 14 hours ago

OMF Financial Consultant (Barberton)

Barberton

Full-time

Onsite

New Grad, Entry Level

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. The role involves providing advice on a specific range of products to an allocated market and being accountable for achieving results through individual efforts.

Financial ServicesInsuranceLife Insurance

Responsibilities

Carry out standard customer service activities and handle simple customer inquiries

Assess compliance with established standards and protocols for routine inquiries

Receive visitors and assist with various requests for information, referring more complex matters to colleagues

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

Interview the customer, following a multilevel sales script, to clarify the customer's requirements

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

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

Carry out routine business development support tasks and assist others by following established procedures

Identify potential customers by obtaining information, referrals, and recommendations from existing customers

Select appropriate data from information provided by others and input that data into spreadsheets or standard formats

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

Qualification

Consultative SellingIdentifying Sales OpportunitiesCustomer ServiceSales SoftwareCustomer Feedback ManagementProbing QuestionsQualifying ProspectsSales Data ManagementStrengthening Customer RelationshipsEvaluating InformationCustomer UnderstandingCustomer-FocusedOral Communications

Required

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

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

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Company

Old Mutual South Africa

Glassdoor3.8

Old Mutual Limited is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.

Founded in 1845