Financial Consultant

**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. na **Skills** Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), 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) **Closing Date** 11 August 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!**_