OMF Financial Consultant (Nelspruit)(Talent pool)

Let's Craft Africa's Narrative Together! Old Mutual firmly believes in the potential of Africa, and our diverse workforce exemplifies this conviction.

Job Description
This role provides guidance on a specific selection of products to a designated market and takes individual responsibility for achieving outcomes through personal efforts.

Responsibilities

Customer Service
Perform standard customer service tasks and address basic customer inquiries.

Solutions Analysis
Evaluate adherence to established standards and protocols concerning routine inquiries.

Receiving Visitors
Welcome visitors and assist with various requests for information, directing more complex issues to colleagues.

Customer Relationship Management (CRM) Data
Ensure that fundamental customer information in the system is precise and document follow-up actions that have been promised, along with notes on actions taken during each sales interaction.

Customer Needs Clarification
Engage with the customer, utilizing a structured sales script, to clarify their needs.

Customer Relationship Development / Prospecting
Make calls (either by phone or in person) to assigned potential clients to foster relationships. Serve as the initial point of contact for addressing customer queries and complaints.

Operational Compliance
Adhere to a range of mandatory procedures to guarantee that work meets the required quality standards and complies with both external regulatory codes and internal codes of conduct.

Business Development
Execute routine business development support tasks and assist colleagues by following established protocols.

Sales Opportunities Creation
Identify potential clients by gathering information, referrals, and recommendations from current customers.

Data Exploration
Select relevant data from information provided by others and enter that data into spreadsheets or standard formats.

Network of Influence
Understand the significance of networking by engaging in and contributing to a network of individuals, technologies, and ideas both within and outside the organization.

Skills
Consultative Selling, Customer Feedback Management, Customer-Centric Approach, Customer Service, Customer Insight, Information Evaluation, Identifying Customer Needs, Recognizing Sales Opportunities, Verbal Communication, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships.

Competencies
Balancing Stakeholders, Building Networks, Effective Communication, Customer Focus, Ensuring Accountability, Instilling Trust, Interpersonal Savvy, Managing Complexity.

Education
NQF Level 4 - Grade 12, School Leaving Certificate, National or Occupational Certificate, or equivalent (Required).

Closing Date
30 December 2026, 23:59

Appointments will be made from the designated group in accordance with the Employment Equity Plan of Old Mutual South Africa and the specific business unit involved.

The Old Mutual Narrative!
Old Mutual is a leading African financial services organization providing a wide array of financial solutions to both retail and corporate clients across key market segments in 14 countries. Our business lines encompass Life and Savings, Property and Casualty, Asset Management, and Banking and Lending. We are deeply committed to our mission of Championing Mutually Positive Futures Every Day and firmly believe that an exceptional customer experience is rooted in an exceptional employee experience.