Omf Financial Consultant (Omb Welkom Goldfields Mall)
Oldmutual
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 are 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 (Inactive)CommunicationCompany PoliciesCredit PoliciesCustomer Centric SellingDigital Savvy (Inactive)Interpersonal Relationship ManagementNumeracySalesCompetenciesBalances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages ComplexityEducationNational Certification (Nat Cert) (Required)Closing Date25 October **** , 23:59NotesThe 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 Story!
The Old Mutual Story!
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- ...Equity Plan of Old Mutual South Africa and the specific business unit in question.About Old MutualOld 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...
- 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 are individually accountable for achieving...
- ...Qualifications Minimum Qualification: NQF 4 Qualification Preferred Qualification: Relevant NQF 5 qualification as prescribed by the Financial Services Board Regulatory Exam qualification An appropriate recognised business Diploma or Higher Certificate at NQF level 6...
- ...opportunity and our diverse talent reflects this. Aspires to be a Financial Adviser We are looking for self-motivated and dynamic... ..." financial plans and solutions. Skills Building Trust Consultative Selling Customer Feedback Management Customer-Focused Customer...
- ...participating in and contributing to a network of people, technologies, and ideas both inside and outside the company. Skills Consultative Selling Customer Feedback Management Customer-Focused Customer Service Customer Understanding Evaluating...
- ...s Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Aspires to be a Financial AdviserWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa...
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