OMF Financial Consultant (Orange Farm Mall)
Old Mutual
Job Description
<p style="text-align:left"><span class="emphasis-2"><b>Let's Write Africa's Story Together!</b></span></p><p style="text-align:left"><span class="emphasis-2">Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. </span></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Job Description</b></p>na<p style="text-align:inherit"></p><p style="text-align:inherit"></p>Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.<p style="text-align:inherit"></p><p style="text-align:inherit"></p><h1>Responsibilities</h1><h2></h2><h2>Customer Service</h2><p>Carry out standard customer service activities and handle simple customer inquiries.</p><p></p><h2>Solutions Analysis</h2><p>Assess compliance with established standards and protocols for routine inquiries.</p><p></p><h2>Receiving Visitors</h2><p>Receive visitors and assist with various requests for information, referring more complex matters to colleagues.</p><p></p><h2>Customer Relationship Management (CRM) Data</h2><p>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.</p><p></p><h2>Customer Needs Clarification</h2><p>Interview the customer, following a multilevel sales script, to clarify the customer's requirements.</p><p></p><h2>Customer Relationship Development / Prospecting</h2><p>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.</p><p></p><h2>Operational Compliance</h2><p>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.</p><p></p><h2>Business Development</h2><p>Carry out routine business development support tasks and assist others by following established procedures.</p><p></p><h2>Sales Opportunities Creation</h2><p>Identify potential customers by obtaining information, referrals, and recommendations from existing customers.</p><p></p><h2>Data Exploration</h2><p>Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.</p><p></p><h2>Network of Influence</h2><p>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.</p><p></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Skills</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Competencies</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>Balances Stakeholders<h3></h3><h3></h3>Builds Networks<h3></h3><h3></h3>Communicates Effectively<h3></h3><h3></h3>Customer Focus<h3></h3><h3></h3>Ensures Accountability<h3></h3><h3></h3>Instills Trust<h3></h3><h3></h3>Interpersonal Savvy<h3></h3><h3></h3>Manages Complexity<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Education</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Closing Date</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>26 May 2026 , 23:59<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p><i><b>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.</b></i></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><i><span class="emphasis-2"><b>The Old Mutual Story!</b></span></i></p>
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