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  • Posted: Feb 4, 2025
    Deadline: Not specified
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    Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.


    Read more about this company

     

    OMF Financial Consultant (Kimberley Kim Park)

    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.

    Skills

    • Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales

    Competencies

    • Balances Stakeholders
    • Builds Networks
    • Communicates Effectively
    • Customer Focus
    • Ensures Accountability
    • Instills Trust
    • Interpersonal Savvy
    • Manages Complexity

    Education

    • National Certification (Nat Cert)  (Required)

    Method of Application

    Interested and qualified? Go to Old Mutual on oldmutual.wd3.myworkdayjobs.com to apply

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