Financial Consultant (Malmesbury & Atlantis) - Talent Pool job opportunity at Old Mutual.

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DatePosted 4 Days Ago bot
Old Mutual Financial Consultant (Malmesbury & Atlantis) - Talent Pool
Experience: 1-years
Pattern: full-time
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loacation Cape Town, South Africa
loacation Cape Town....South Africa

Let'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. Responsibilities 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. Minimum Requirements National Senior Certificate or; (Equivalent NQF level 4) Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries) Ability to sell Sales inclination Digitally savvy Able to deal with complexity Communication skills Customer Centric expertise Interpersonal and Relationship management skills Basic Numeracy skills Demonstrated track record of engaging in a sales and client facing environment Skills 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 Competencies Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages Complexity Education Closing Date 10 March 2026 , 23:59 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. The Old Mutual Story!

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