OMF Financial Consultant (OMF Vereeniging)

et's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

• Customer Service

Carry out standard customer service activities and handle simple customer inquiries.

• Solutions Analysis

Assess compliance with established standards and protocols for routine inquiries.

• Receiving Visitors

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

• Customer Relationship Management (CRM) Data

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.

• Customer Needs Clarification

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

• Customer Relationship Development / Prospecting

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.

• Operational Compliance

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.

• Business Development

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

• Sales Opportunities Creation

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

• Data Exploration

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

• Network of Influence

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.

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