Old Mutual South Africa · 2 hours ago
OMF Financial Consultant Pipeline (Newcastle)
Newcastle, CA
Full-time
Onsite
New Grad, Entry LevelOld Mutual South Africa is committed to leveraging the African opportunity through diverse talent. They are seeking a Financial Consultant to provide advice on a range of products, ensuring customer service and operational compliance while developing customer relationships.
Financial ServicesInsuranceLife Insurance
No H1B
Responsibilities
Carry out standard customer service activities and handle simple customer inquiries
Assess compliance with established standards and protocols for routine inquiries
Receive visitors and assist with various requests for information, referring more complex matters to colleagues
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
Interview the customer, following a multilevel sales script, to clarify the customer's requirements
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
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
Carry out routine business development support tasks and assist others by following established procedures
Identify potential customers by obtaining information, referrals, and recommendations from existing customers
Select appropriate data from information provided by others and input that data into spreadsheets or standard formats
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
Qualification
Required
Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts
Carry out standard customer service activities and handle simple customer inquiries
Assess compliance with established standards and protocols for routine inquiries
Receive visitors and assist with various requests for information, referring more complex matters to colleagues
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
Interview the customer, following a multilevel sales script, to clarify the customer's requirements
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
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
Carry out routine business development support tasks and assist others by following established procedures
Identify potential customers by obtaining information, referrals, and recommendations from existing customers
Select appropriate data from information provided by others and input that data into spreadsheets or standard formats
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
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
Balances Stakeholders
Builds Networks
Communicates Effectively
Customer Focus
Ensures Accountability
Instills Trust
Interpersonal Savvy
Manages Complexity
Matriculation Certificate (Matric)
Company
Old Mutual South Africa
Old Mutual Limited is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
Founded in 1845
10001+ employees
Funding
Current Stage
Late StageRecent News
Advisory Excellence
2022-11-09
Company data provided by crunchbase