Finance Consultant

Lets Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Minimum Requirements:

• Grade 12 with Commercial or Business related subjects, at least 25 points.
• Tertiary qualification will be an advantage.
• Code B Driver's license: Code C1 will be an added advantage.
• Minimum of 3 years related experience in business management, insurance or financial services and market sector.
• Experience in a local vernacular will be an advantage.
• Excellent all round communication skills.
• Computer literacy is essential.
• Good numerical ability.
• Ability to engage with people from different backgrounds.
• Have a strong team focus.
• •Availability to work extended trading hours when required.

Job description:

• Provide clients with appropriate financial products.
• Provide financial education to clients and companies.
• Building client relationships by understanding and exceeding clients' needs and ensuring professionalism at all times.
• Service clients promptly and efficiently with a professional and friendly demeanor.
• Delivering world-class customer service excellence and ensuring legislative compliance at all times and provide clients with the appropriate financial products.
• Using appropriate interpersonal and communication techniques to gain client acceptance.
• Facilitate cross-selling of financial products.
• Continuously demonstrating energy and tenacity to achieve set targets within set timelines.
• Analyzing and keeping abreast of market trends while at the same time demonstrating flexibility and adaptability as required.
• Retain business and generate sales leads

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 a range of customer service activities, including handling customer cases and inquiries that are more complex or outside the norm.

Solutions Analysis

Find the most effective ways to respond to routine functional inquiries. Involves following procedures and precedents.

Receiving Visitors

Receive and screen visitors, answering routine questions, providing information, or directing requests elsewhere.

Customer Relationship Management (CRM) Data

Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.

Customer Needs Clarification

Interview the customer, following a complex multilevel sales script, to clarify the customer's requirements, or assist in conducting interviews with potential customers, making detailed notes to collect client requirements.

Operational Compliance

Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

Business Development

Deliver support services (mostly of a routine nature) by using business development systems and protocols designed to create long-term value for the organization and its customers, markets, and relationships.

Sales Opportunities Creation

Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.

Data Exploration

Produce accurate reports for others by collecting data from a variety of standard sources and inputting that data into 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.

Customer Relationship Development / Prospecting

Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.

Skills

Accountability, Building Networks, Building Trust, Complexity Management, Consultative Selling, Customer Communications, Customer Feedback, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Interpersonal Awareness, Oral Communications, Organizational Savvy, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Stakeholder Management, Strategic Selling, Strengthening Customer Relationships, Work Processes

Competencies

Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FirstCustomer FocusEnsures AccountabilityInstills TrustInterpersonal Savvy

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

Closing Date

30 May 2025 , 23:59

The Old Mutual Story!