Financial Consultant (Hermanus)

About the role

Old Mutual is hiring an OMF Financial Consultant based in Hermanus. The consultant advises clients on a defined range of products for a specific allocated market and is individually accountable for achieving results through their own efforts.

Key responsibilities

• Customer service: handle simple customer inquiries and refer more complex matters to colleagues
• Solutions analysis: assess routine inquiries against established standards and protocols
• Customer relationship management: keep customer details accurate, record follow-up actions and notes from each sales call
• Clarify customer needs using a multilevel sales script
• Prospect and build relationships with allocated potential customers, acting as first point of contact for queries and complaints
• Follow mandatory procedures to meet quality standards and regulatory and internal codes of conduct
• Support business development and identify potential customers through information, referrals and recommendations from existing clients
• Select and enter data into spreadsheets or standard formats, and contribute to a network of people, technologies and ideas inside and outside the company

Required profile

• Ability to balance stakeholders, build networks, communicate effectively and show customer focus
• Accountability, trustworthiness, interpersonal savvy and ability to manage complexity