OMF Financial Consultant – Maponya Mall
Location: Johannesburg
Job Type: Full-time
Closing Date: 13 March 2025
Job Requisition ID: JR-63877
Purpose of the Position:
Old Mutual is looking for a Financial Consultant at Maponya Mall to provide financial advice on a specific range of products, ensuring excellent customer service and achieving individual sales targets.
Key Responsibilities:
- Provide customer service by handling inquiries and assisting visitors.
- Assess compliance with company standards for routine inquiries.
- Maintain accurate customer details and update CRM data.
- Interview customers to clarify their financial needs.
- Develop relationships with potential customers through calls and in-person interactions.
- Resolve customer queries and complaints.
- Follow mandatory procedures to ensure quality and regulatory compliance.
- Support business development by following established processes.
- Identify potential customers through referrals and recommendations.
- Participate in networking opportunities to strengthen customer relationships.
Minimum Requirements:
Education:
- NQF Level 5 – Higher, Advanced, or Occupational Certificate (or equivalent).
Skills & Competencies:
- Consultative selling
- Customer service and relationship management
- Sales data management
- Identifying customer needs and sales opportunities
- Strong communication and interpersonal skills
- Ability to balance stakeholder needs and build networks
To apply: Submit your application before the closing date.
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